a community of learning sungard summit 2007 | sungardsummit.com luminis channels for banner...
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SUNGARD SUMMIT 2007 | sungardsummit.com
A Community of Learning
Luminis Channels for Banner
Presented by: Brad Vacura
SunGard Higher Education
March 21, 2007
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About Me
• Brad Vacura• Luminis Technical Consultant, SunGard Higher
Education• Portal Administrator and onsite consultant for
Montgomery College• Long-time experience with SunGard products
• Banner• Campus Pipeline – Luminis
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Introduction
• How the Luminis Channels for Banner work
• What they are and what they link to in Banner
• Things to consider with the Luminis Channels for Banner
• Basic channel editing
• Possible ideas for placement of the channels in your Luminis environment
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Luminis and the Unified Digital Campus
• The Unified Digital Campus (UDC) provides an environment for systems, individuals and communities to interact seamlessly for learning, teaching, administration and achievement.
• The Luminis portal serves as the single point of entry to the UDC.
• Luminis Channels for Banner are another step toward this overall vision – channels that are provided in a centralized place for the client’s constituents to interact and conduct business with their college.
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Luminis Channels for Banner
• What are the Luminis Channels for Banner?• Information from Banner channelized in the
portal, providing with quick, easy access to the services users want and need.
• So, what will the Luminis Channels for Banner do?• Deliver, in the form of Luminis channels, many of
the more popular services students, faculty and staff already use, and offer these users the opportunity to do even more interaction with Banner. These channels are constituent oriented – to make the user’s business interactions with their respective colleges even easier.
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Luminis Channels for Banner
• Constituent oriented• Provide channelized navigation to key INB
(Internet Native Banner) or SSB processes for viewing or limited data entry, depending on the channel
• Channels for seven different Banner areas:
• Advancement
• Student
• Faculty and Advisor
• Human Resources
• Finance
• General
• Workflow
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Questions that will come up• What about Security?
• These channels adhere to the Banner Security rules. No user can view or update data they don’t have permission to.
• Where will the new Luminis Channels go?• Separate tab? Integrated with other channels on
other tabs?
• Do all the channels have to be used or turned on? Do you have current channels that we want to continue to use rather than a similar new Luminis Channel for Banner?
• Use a stepped approach to delivering the channels. Focus on one area at a time.
• Plan your strategy for deploying the channels.
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How do the channels work?• The channels physically reside on the Luminis server as
packaged CAR (Channel Archive) files.• Each channel deploys servlets to the application server
(Banner server), which is used to accept requests for content and return XML content to the channel.
• Each channel uses PL/SQL and XSL (style sheets).• PL/SQL generates XML to be used within the channel• XSL is used for transforming the XML retrieved through the
PL/SQL packages.
Application
Server
(BANNER)1
Deploys servlet request from Luminis to Banner
Banner responds, and sends XML to the channel. 2
The XML received from Banner is then transformed by an XSL style sheet resulting in a Luminis channel with data. This all happens very quickly and behind the scenes.
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Luminis Channels for Banner setup• From the Luminis side:
• Entries are added to LDAP to facilitate SSO to INB.
• Configuration settings are added to facilitate SSO to INB.
• Drop in the .car files
• From the Banner/Oracle side:• The bulk for these new Luminis Channels is done
from the Banner side.• Make Banner aware of Luminis LDAP• Create DADs for SSO• Configure INB to facilitate SSO
• Documentation is in the SunGard Middle Tier Implementation Guide
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Luminis Channels for Banner
• Types of Channels• Navigational
• Simple to create and edit
• Generally associated with SSB
• Doesn’t require CAR files or XSL
• Informational
• More graphical – links generally to INB
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Let’s look at the Channels
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Advancement Channels
• Provides a visual overview of the progress of a campaign
• Displayed totals are derived from gift records within Advancement in Banner• Access the Campaign Gifts Form (AFAGIFT) by clicking the • Access the Campaign Pledges Form (AFAPLDG) by clicking the • Access the Campaign Header Form (AFACAMP) by clicking the campaign title, i.e,
Annual Fund Campaign
User Preferences button. User clicks this button to choose the desired campaign they want to display.
The “User Preferences” button is on this channel, and other channels, by default. It can be turned off to users if the owner of the channel so chooses.
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Advancement Channels
• Allows fundraising staff to monitor progress of assigned prospects• Links to Advancement Self Service components
• Add a Contact• Gift History• Full text of contact report
When clicked, the right-arrow buttons take the user to the Add a Contact page in Advancement Officer Self Service, where a contact report can be completed for the prospect.
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Advancement Channels
• Way for users to display details about planned prospect appointments and planned contacts
• Details regarding the scheduled appointment or contact are displayed in Self Service. That information can be retrieved by clicking a hyperlink, which appears as one of the dates on the calendar.
Dates will appear as hyperlinks if any appointments are scheduled for the user on that date.
Date link goes to the Planned Moves by Date page in Advancement Officer Self Service.
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Advancement Channels
• Other Advancement Channels include:
• Advancement Research• Career Network• Keep in Touch
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Student Channels
• Provides quick access one of the key services students use most
• If there are holds on a student’s grades, the channel displays a message stating that grades are not available due to holds, and provides the student a link to see what that hold is.
If there are more records than can be displayed in the channel, the user will see a more link to click to display all of their grades.more
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Student Channels
• Student can see status of both satisfied or unsatisfied requirements from the Financial Aid Office.
• Students can access additional information pertaining to the requirement.• At a glance, the student will know if his or her financial aid file is complete or has
outstanding requirements.• A green check means requirements have been met.• A red flag indicates requirements have not been met.
Goes to the Requirement Messages page in Student Self Service
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Student Channels• Channel gives student an easy method
for seeing their curriculum information and who their advisor is for the specified term
• Channel also includes links for the student to e-mail their advisor (requires student e-mail to be in place) or view their Academic Transcript and Holds.
These links go to the Academic Transcript Options page and View Holds page respectively in Student Self Service.
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Student Channels
• Channel shows account summary information for students.• Additionally, students can access the Account Summary by
Term page and Credit Card Payment page (both located in SSB) from this channel.• These options are institutionally controlled.
Credit card icon goes to the Credit Card Payment page in Student Self Service.
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Student Channels
• Deep-links the student to some of the most popular and most used places for students within Self Service Banner (SSB).
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Faculty and Advisor Channels
• Faculty members can quickly see their assigned classes that are open for grading. Grading pages for midterm and final grades link to Faculty and Advisor Self Service.
• Visual clues show the grading status of each class• Not gradable• No enrollment• Not started• Started• Completed
Indicates grades have been completed for this class, but not yet rolled to academic history
Indicates grading has been started for this class, but not completed.
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Faculty and Advisor Channels
• Gives advisors a quick, easy tool for looking up an advisee or student and displaying pertinent information, like an academic transcript.
• Message section includes visual clues for hold and relationship information• A red flag indicates a hold exists for the student. Links to additional “hold”
information.• Icons indicate the student’s relationship (is he a student, advisee or both?). The
icons also link to the student’s schedule.
• Links to Self Service Banner.
Click the Student icon to search among only your students for matching records.
Click the Advisees icon to search among your Advisees onlyClick Both to search both your Advisees and your studentsClick All to search among all students and advisees
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Faculty Channels• Shows faculty member his or her
office hour commitments formatted in a weekly or daily view.• Weekly view shows all courses for entire
week.• Daily view shows class commitments for
entire day.
• Navigational options provide additional details:• Right-left arrows navigate to next and prior
week or day (depending on the view).• Search feature navigates to particular
week or day (depending on view).• Course title links to course details like
Course Schedule, Enrollment, Roster, Office Hours, etc.
Indicates times have not yet been assigned for the class. If there would have been an “X” instead of a “?” mark, that would indicate a time conflict.
Left and Right arrows let you navigate to the previous and next day or week (depending on the current view).
Toggle between Weekly View and Daily View.
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Faculty Channels
• Channel allows faculty members to get a quick glimpse of their courses. By clicking the course title, the faculty member can then access their course rosters, and be able to e-mail individual students or the entire class. Additionally, the faculty member can access the following Faculty Self Service tools:• Faculty Detail Schedule• Wait List (if applicable)
Clock icon indicates clickable link to instructor’s Office Hours
The e-mail icon links to the e-mail addresses of all students registered in the class who have an e-mail address in the GOAEMAL form in Banner.
This is the classlist icon. It links to the Summary Class page in Faculty Self Service.
This is the waitlist icon. It is present only if a waitlist exists for the class and links to the Summary Wait List page in Faculty Self Service.
The syllabus icon goes to the Syllabus Information page in Faculty Self Service
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Human Resource Channels
• This channel provides the employee a link to enter their time sheets, leave reports and/or advance leave requests.
• There are also visual cues (like a red flag icon if an entry’s deadline is approaching).
• This channel and its links are provided through Employee Self Service.
Link to access time sheet, leave report or advance leave requests.
User preferences allows user to change default # of records displayed, change the default sort order. A Reset button is available to reset the user’s options to the defaults.
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Human Resource Channels
• Channel for managers to approve their employees’ time sheets. Provides the user with a link for them to update their proxy list and act as a “super user” for the time transactions.
• User can choose their own preferences for this channel such as only to show timesheets where records are at a “pending” status and require action.
• Works within Employee Self Service.
User preferences area. Similar options as available to users on Time Reporting channel
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Human Resource Channels
• Summary data about pending personnel action notices that require attention by a manager. The manager can see the employee name and type of transaction (i.e., promotion), effective date and action required by the manager.
• Works in conjunction with the Electronic Personnel Action Form (NOAEPAF) and Electronic Approval Summary Form (NOAAPSM).
Employee name link takes user to NOAEPAF form in Banner HR.
Create New PAF link goes to NOAEPAF in Banner HR. Automatically displays a blank record.
Record cannot be “applied” in this channel. Must be done in the NOAAPSM or NOPEAMA forms in Banner.
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Human Resource Channels
• Pending reviews requiring action by the manager. Employee names are listed, the type of review and the review due date. Employee name links to the Employee Review Form (PEAREVW) where the manager can view all records, regardless of status, or only those records that are open.
Red flag icon indicates effective review date is 15 days or fewer away This icon is a link to the Employee
Review Form (PEAREVW) in Banner HR where the record can be updated.
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Finance Channels• Bar graph shows
budget vs. committed and actual expenses for up to five preferred fund/organization combinations.
• Department manager can define which organization or combination of funds and organizations they want to track. These can be changed to other codes as the need arises.
Value in the Legend column goes to the Budget Query FOAPAL parameter page in Finance Self-Service, and defaults for the Fiscal Year, Chart of Accounts, Fund and Organization.
User preferences included here are to add a fund/organization combination – can use up to five on each row
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Finance Channels
• Notifies Principal Investigators of grants that are due to end within a specified time frame. Channel allows (PIs) to navigate to the Finance Grant Maintenance page in Banner.
• This channel identifies grants that are due to end within a specified number of days.
Grant code link goes to Grant Maintenance Form (FRAGRNT) in Banner Finance.
NOTE: Before displaying FRAGRNT, system displays Approvals Notification Form (FOIAINP). After exiting FOIAINP, FRAGRNT is displayed.
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Finance Channels• Notifies approvers that
documents are waiting to be approved. Approvers can navigate to either Finance Self Service or INB’s Approve Documents pages.
Next Approver link goes to either the User Approval Form (FOAUAPP) or Approve Documents in Finance Self Service, depending on user preferences.
NOTE: Before displaying FOAUAPP, system displays the Approvals Notification Form (FOIAINP). After exiting FOIAINP, FOAUAPP is displayed.
All Documents link goes to the Approve Documents page in Finance Self Service. System displays all docs for which you are an approver, regardless of where the documents are in the approval queue. This link only displays if the channel is set up to go to Finance Self Service, if it’s not displayed, the channel is then set up to go to Banner.
User Preferences is available to allow choosing for which system you want to use, Banner INB or Self Service.
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Finance Channels
• Navigational channel to either access Finance Self Service or INB’s Requisition, Purchase Order or Budget Query forms.
• This type of channel, a Navigational Channels, has benefits to the end user. The primary benefit of these types of channels is the user doesn’t have to wonder if they should use INB or SSB to accomplish their tasks.
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Finance Channels
• Faculty and staff, as well as students use this channel. It can present two outstanding account balances.• One can include term-related charges.
• The other can include non-term related charges.
• Channel links to the Account Summary by Term page in Self Service Banner for more detail and to make a payment.
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Workflow Channel
• This channel is available if the institution has implemented SunGard Workflow.
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General Channels
• My Banner• Shortcut to the user’s most widely used INB forms and
processes based on the user’s existing personal menu as designated in GUAPMNU, the Banner Maintenance form.
• My Reports• Displays a user’s completed jobs they ran from Banner’s
job submission form (GJAPCTL) that had “Database” designated as the printer.
• Available ONLY to users who have an Oracle login ID to INB (Internet Native Banner).
• Features allow the user to scroll through the output, search for specific information, save it to desktop or print the job.
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Some of the bonuses
• With the addition of Luminis Channels for Banner, you get single sign-on (SSO) to Banner INB:• User could click a link to Internet Native Banner
(INB) from within the portal and seamlessly be logged on as themselves to the database
• Provides secure area for a Banner user to access INB without having to re-authenticate
• Link can be role-based to just users who have Oracle accounts, users who do not have Oracle accounts (or are not authorized to access INB), would not even see the link
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Some things to consider• Integration is now very real. Communication among
players is a necessity
• Ownership of the channels• Who’s responsible for what?
• Luminis Administrator• DBA(s)• Content owner• Portal Advisory Committee
• Identification of a content owner is significant
• INB access generally isn’t available outside college network• Most colleges have their INB users VPN to connect
• Oracle passwords are changed to the Luminis password when INB-enabled channels are accessed
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Basic channel editing
• Update User Roles in WebTailor• Enable Banner Channel
Administrator privileges
• Navigational Channels• Use SSB SSO mechanism
• Easy editing via WebTailor
• Informational Channels• Use INB SSO mechanism
• Copy appropriate .car file to another location
• Un-car the .car file to make edits
• Re-car the .car file
• Should not require restart of Luminis Web Server
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Basic channel editing: Update User Role
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Basic channel editing: Update User Role
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Basic channel editing: Navigational Channel
• Click “Preferences” to access the navigational links
• Click the channel name to view or change the XML mapping for the channel
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Basic channel editing: Navigational Channel
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Basic channel editing: Navigational Channel
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Basic channel editing: Informational Channel
Removing the Edit Channel Control.
Changing the title of the channel
Defaulting in a specific campaign.
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Basic channel editing: Informational Channel
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Basic channel editing: Informational Channel
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Basic channel editing: Informational Channel
$ cd $CP_WEBINF/cars
$ cp ai_campaign.car temp
$ cd temp
$ jar -xvf ai_campaign.car
$ vi com/sct/banner/portals/ui/ai_campaign/ai_campaign_default.xsl
.
.
.<xsl:with-param name="imagedesc">View Gifts</xsl:with-param> <xsl:with-param name="linktype">INB</xsl:with-param> <xsl:with-param name="urlvalue">AFAGIFT%20BAN_ARGS=CAMPAIGN::<xsl:value-of select="$campaign_code"/> </xsl:with-param> <xsl:with-param name="tooltip">View Gifts</xsl:with-param> </xsl:call-template></td><td CLASS="uportal-text">View Gifts</td></tr> <tr><td style = "width:16;"></td><td CLASS="uportal-text" style="text-align:center;">...
$ jar -cvf ai_campaign.car com/sct/banner/portals/ui/ai_campaign/ai_campaign_default.xsl
$ mv ai_campaign.car $CP_WEBINF/cars
Be sure to save your original .car file first!
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My Banner tab
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Thank You!
Brad Vacura
Please complete the online class evaluation form
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