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ADVANCEMENT PERFORMANCE ADVANCEMENT ANALYTICS FOR COGNOS RELEASE NOTES Release 1.1.1, Revision 1 November 2011

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ADVANCEMENT PERFORMANCEADVANCEMENT ANALYTICS FOR COGNOSRELEASE NOTES

Release 1.1.1, Revision 1November 2011

Trademark, Publishing Statement and Copyright Notice

SunGard Data Systems and/or its subsidiaries in the U.S.A. and other countries is the owner of numerous marks, including “SunGard,” and the SunGard logo. SunGard Higher Education and/or its subsidiaries in the U.S.A and other countries is the owner of “Banner,” “PowerCAMPUS,” “Advance,” “Luminis,” “DegreeWorks,” “fsaATLAS,” “Course Signals,” and “Open Digital Campus.” Other names and marks used in this material are owned by third parties.

©2011 SunGard Higher Education. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited.

Contains confidential and proprietary information of SunGard Higher Education and its subsidiaries. Use of these materials is limited to SunGard Higher Education licensees, and is subject to the terms and conditions of one or more written license agreements between SunGard Higher Education and the licensee in question.

In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization’s own choosing.

In Portable Document Format (PDF), this document is certified for use with Adobe Reader, version 7.x and higher. Some elements of this PDF may not render properly when viewed using earlier versions of the Acrobat Reader or with other PDF viewing applications.

Prepared by: SunGard Higher Education

4 Country View RoadMalvern, Pennsylvania 19355United States of America

Customer Support Center Website

http://connect.sungardhe.com

Documentation Feedback

http://education.sungardhe.com/survey/documentation.html

Distribution Services E-mail Address

[email protected]

Revision History Log

Publication Date SummaryOctober 2011 New version that supports Advancement Analytics for Cognos 1.1.1 software.

November 2011 Replaced Prerequisite information with reference to Banner Performance Reporting and Analytics guide for most current information.

Contents

Novemb

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Enhancements for Advancement Analytics for Cognos 1.1.1 . . . . . . . . . . . . . . . . . . 5

Enhancements for Banner EDW 8.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Patch p1-ovlv5t_aac1000006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

New Cognos Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

New reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

New Performance Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

New Advancement Content - Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Changed Cognos Framework Manager model . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Changed business concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

New and changed stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

New operational stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Changed operational stars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

New Advancement Content - Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Changed model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Changed packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

er 2011 Advancement Analytics for Cognos 1.1.1 3Release Notes

Contents

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New Framework Manager models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Conformed Database View model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Business concept models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Packaging and delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Model configuration and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

New and Changed Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Problem Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Advancement Analytics for Cognos 1.1.1 November 2011Release Notes

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Introduction

Advancement Performance is a tightly integrated package of Advancement Scorecards, Dashboards, reports and analytic capabilities, Key Performance Indicators (KPIs) and Performance Metrics designed to give you and your management teams visibility into the performance of your advancement activities. It provides advancement officers, including campaign leadership, alumni relations staff, fundraisers, and other executive stakeholders with the information they need to track progress toward advancement goals and objectives. The solution will work, out-of-the-box, with Banner Advancement and Advance, and will take advantage of capabilities available in the Banner Enterprise Data Warehouse (EDW) solution, as well as provide pre-packaged analytics using Cognos.

The two product components of Advancement Performance are the Advancement Analytics for Cognos (AAC) and the Banner Enterprise Data Warehouse for Advancement (Banner EDW). The AAC includes the pre-built Cognos Business Intelligence™ components (reports, dashboards, performance charts, and scorecard) that enable you to analyze the advancement warehouse information. The Banner EDW includes components that support loading and maintaining advancement information into the warehouse.

This release guide covers the new features and enhancement add with AAC1.1.1 and Banner EDW 8.4. These releases include enhancements to areas of data coverage, several new reports and performance charts that illustrate the new data areas, and problem resolutions.

Enhancements for Advancement Analytics for Cognos 1.1.1

This release guide describes the following enhancements related to AAC 1.1.1.

New Cognos content

Several new reports and performance charts were added with this release. These reports and charts illustrate ways to look at the new data that is being exposed in the data models.

Enhancements for Banner EDW 8.4

This release guide describes the following enhancements related to Banner EDW 8.4.

New Advancement content

This release of the Banner EDW includes updated Cognos data models and new data warehouse stars that support loading and maintaining additional advancement information for the Manage Prospect Pipeline and Analyze Fundraising Progress business concepts.

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Introduction

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You can use these components to enhance advancement related reporting capabilities. If you license the Banner Enterprise Data Warehouse (AAC) product, these changes and additions support AAC reporting; however, you can use these components without the AAC product.

Prerequisites

For the most current information about BPRA, Source system, and Third Party product dependencies and compatibility for this release, refer to the current version of the Banner Performance Reporting & Analytics (BPRA) Resource Guidelines document available from the Documentation & Download area of the Customer Support Center.

Patch p1-ovlv5t_aac1000006

There is a known IBM Cognos defect (APAR PM33387) that occurs when:

• Creating a query studio report in Cognos 10

Or

• Opening a Query Studio report that was created in Cognos 8.x when one of the ‘group by’ attributes that is within the 'collapsed' path of the report is ALSO a user definable filter. In these cases the filter and attribute data item are either broken or misplaced, causing the error in Cognos 10.

This issue affects the following Advancement Analytics for Cognos reports.

• Campaign Donations by Appeal Summary

• First Gift of Pledge Donor Renewal Summary

• First-Time Donor Summary

• First-Time Donor Summary with Matching-Non-Matching Soft Credit

• Funding Purpose Progress Summary

After installing Advancement Analytics for Cognos 1.1.1, apply patch p1-ovlv5t_aac1000006, which fixes the issue with these reports.

Refer to the FAQ 1-O5GB39 - Cognos 10 v1 Business Intelligence Certification, which describes the Cognos 10 features and SGHE certification.

Advancement Analytics for Cognos 1.1.1 November 2011Release NotesIntroduction

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Related documentation

You can refer to the following documents for more details on the related Cognos and warehouse components.

Cognos components

• Advancement Analytics for Cognos Handbook 1.1.1

• Advancement Analytics for Cognos Installation Guide 1.1.1

Warehouse components

• Banner Enterprise Data Warehouse Handbook 8.4

• Banner Enterprise Data Warehouse Stars Reference Guide 8.4

• Banner Enterprise Data Warehouse Release Guide 8.4

• Banner Enterprise Data Warehouse Installation Guide 8.4

• Banner Enterprise Data Warehouse Upgrade Guide 8.4

BPRA hardware and software recommendations

• Banner Performance Reporting & Analytics Resource Guidelines

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Introduction

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Advancement Analytics for Cognos 1.1.1 November 2011Release NotesIntroduction

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New Cognos Content

The following new reports and performance charts were added with this release.

New reports

Several reports were added with this release of Advancement Analytics for Cognos. These reports illustrate how you can work with the new constituent and prospect data that was added with the release. You can use these reports out-of-the-box or as the basis for creating new reports.

The following reports were added with this release. The table identifies which Cognos Studio application the report was built in - Report Studio or Query Studio. These reports are based on data in the Manage Prospect Pipeline package. For more details about the new reports, refer to the Reports chapter of the Advancement Analytics for Cognos Handbook.

Report DescriptionCognos Studio

Annual Visits by Fundraiser Displays a year to year comparison of the total visit credit received by a fundraiser in comparison with other fundraisers.

Query Studio

Current Fundraiser Proposal Activity Trend

Provides insight about trends in a fundraiser’s proposal activity and proposal related engagements.

Report Studio

Fundraiser Daily Contact Report Detail

Provides contact report detail by fundraiser for a specified date range, with details such as who was contacted, who participated in the contact, and was an ask made as a part of this contact.

Query Studio

Fundraiser Portfolio Contact Action List

Provides a detailed list of prospects within a fundraiser's portfolio that need to be contacted. Also, this report provides relevant information about each prospect that is required to evaluate and prioritize next actions with the prospect

Report Studio

Fundraiser Progress to Contact Goals Comparison Summary

Provides a summary of contact reports filed by a fundraiser in a specified month, broken out by visit and non-visit contacts, goals, and progress to those goals.

Report Studio

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Monthly Contact and Visit Activity by Fundraiser

Provides a summary of the month by month view of overall contacts and visits, and what percentage of the monthly contacts were visits.

Query Studio

Prospect Contact Aging by Assignment

Provides a summary of prospects contacted by an assigned fundraiser and the duration since the last contact.

Query Studio

Prospect Contact Aging By Rating Provides a summary of prospects contacted by fundraisers and the duration since they were contacted. The information provided in this report is grouped by the prospect’s rating.

Query Studio

Prospect Contact Aging by Stage and Rating Summary

Provides a summary of engagement patterns within a fundraiser’s portfolio by latest prospect stage and rating to identify where action may be needed.

Report Studio

Prospect Contact Profile Provides the information a fundraiser needs when planning for their next engagement steps with a prospect, especially while identifying the previous contact history with this prospect along with additional information about the prospect.

Report Studio

Prospect Manager Activity Summary

Provides a summary of engagement activity by fundraiser over a specified time period.

Query Studio

Prospect Manager Status Provides ratings, evaluation, giving history, and prospect stage level detail by fundraiser for their primary prospects, including information on the last contact with that prospect.

Query Studio

Year Over Year Fundraiser Contact Comparison

Provides a year over year point in time look at a fundraiser's engagement activity.

Query Studio

Report DescriptionCognos Studio

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New Performance Charts

The following performance charts were added with this release of Advancement Analytics for Cognos. All of the performance charts were built in Report Studio and are based on data in the Manage Prospect Pipeline package.

For more details about the new performance charts, refer to the Dashboards and Performance Charts chapter of the Advancement Analytics for Cognos Handbook.

Performance Chart Description

Fundraiser Contact Credit by Month Summary

Provides a visual breakdown of the type of contacts a fundraiser received credit for in a specified year and month.

Fundraiser Contact Goal Comparison by Contact Credit Trend

Provides year to year trends in a fundraiser’s contact goals and progress towards those goals.

Fundraiser Contacted Prospects by Month Summary

Displays the pattern of monthly contacts for a fundraiser compared to their goals.

Fundraiser Progress to Overall Contact Goal by Month Trend

Displays the summary of how many prospects have been contacted by a fundraiser in a defined time period.

er 2011 Advancement Analytics for Cognos 1.1.1 11Release Notes

New Cognos Content

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Advancement Analytics for Cognos 1.1.1 November 2011Release NotesNew Cognos Content

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New Advancement Content - Functional

New components were added to the Banner EDW that bring additional advancement constituent and prospect data into the warehouse. The new areas of information include:

• Address

• Affiliation

• Constituent Interest

• Constituent/Prospect Ratings

• Contact Reports/Credit

• Employment

• Geographic Region

• Gift Society

• Membership

• Relationship

This new warehouse content expands your reporting capabilities related to your constituents: prospects in the Manage Prospect Pipeline business concept and donors in the Analyze Fundraising Progress business concept. The new advancement related components are briefly described in this enhancement section with pointers on where you can find more detailed information.

For more details about the data, refer to the Business Concepts chapter of the Advancement Analytics for Cognos Handbook.

Changed Cognos Framework Manager model

The sghe_apm Cognos Framework Manager model was updated to include additional query subjects sourcing from the added warehouse tables in the Manage Prospect Pipeline and Analyze Fundraising Progress packages.

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Changed business concepts

Several new areas of data are now available in both the Manage Prospect Pipeline (MPP) and Analyze Fundraising Progress (AFP) business concept data models. The following table identifies the new areas of information, the query subjects that were added to the data models, and which models they have been added to. The table also specifies which information can be sourced from Advance, Banner Advancement, or both.

For more details about the new query subjects and the specific elements added to them, refer to the Business Concepts chapter of the Advancement Analytics for Cognos Handbook.

The data models are delivered as part of the Banner Enterprise Data Warehouse release that supports the Advancement Analytics for Cognos product. The changes to the models are included here because they are the basis for the Advancement Analytics for Cognos components.

Data Area Query SubjectAdded to MPP

Added to AFP

Source System

Address Address - All Current Yes Yes Both

Affiliation Affiliation Yes Yes Advance

Constituent Interests Constituent Interest Yes Yes Both

Constituent/Prospect Ratings

• Prospect Evaluation Prospect Rating Yes Yes Both

• Program Prospect Evaluation

Program Prospect Rating Yes No Advance

• Constituent Profile Constituent Rating Yes Yes Both

• Constituent Evaluation

Constituent Rating Yes Yes Advance

Contact Reports/Credit Contact Report

Contact Report Counts and Indicators

Yes No Both

Employment Employment

Employment Counts and Indicators

Yes Yes Both

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New and changed stars

In order to add this new constituent prospect data to the aggregate stars that support advancement WAT_MANAGE_PROSPECT_PIPELINE and WAT_ANALYZE_FUNDRAISING_PROGRESS, several new operational stars were added. The data for these stars is based on existing content from the Advance or Banner Advancement products. The following stars illustrate the advancement related fact and dimension table relationships in the warehouse.

For more details about the stars, refer to the Star Schema Data Model chapter of the Advancement Analytics for Cognos Handbook.

New operational stars

The following operational stars were added with this release:

• Affiliation

• Constituent Employment

• Constituent Evaluation

Geographic Region Geo Region Filters

Geo Region data elements added to Preferred Address and Address - All Current query subjects

Yes Yes Both

Gift Society Gift Society

Gift Society Counts and Indicators

Yes Yes Both

Membership Membership

Membership Counts and Indicators

Yes Yes Both

Relationship Relationship

Relationship Counts and Indicators

Relationship Filters

Yes Yes Both

Data Area Query SubjectAdded to MPP

Added to AFP

Source System

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• Constituent Interest

• Constituent Profile

• Geographic Region

• Gift Society

• Membership

Changed operational stars

The following operational stars were changed with this release:

• Address

• Contact Report

• Relationship

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New Advancement Content - Technical

The following sections identify the new and modified objects related to the new advancement content for Banner EDW release 1.1.1.

Changed model

The following Cognos Framework Manager model was changed with this release:

Changed packages

The following packages were changed with this release:

• PM Manage Prospect Pipeline

• Snapshot PM Manage Prospect Pipeline

• PM Analyze Fundraising Progress

New Framework Manager models

The following new Framework Manager (FM) models and methods have been introduced in this release:

• “Conformed Database View model”

• “Business concept models”

• “Packaging and delivery”

• “Model configuration and maintenance”

Conformed Database View model

As a means to simplify maintenance and packaging of the Banner EDW models, we have separated out the Database View layer from the models into one conformed model, which

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contains all database objects referenced within the delivered models. Although your institution may not have every database object referenced within your physical database, the referenced objects can remain in the FM model with no impact to functionality. You should be aware that errors will appear for those objects not present in the database when verifying the model.

The following figure illustrates how the Database View layer is separated from the models into one conformed model:

For purposes of manageability and unique naming requirements, there are separate namespaces defined within the Data View layer for BRM-specific objects as well as snapshot versions of fact tables. These namespaces are “Recruiting and Admissions Performance” and “Snapshot - Fact Area”.

You need to create an “Institutional Values” folder within this layer to provide a source set of query items that will be used for models centered around a business concept. The “Parameter Map Queries" folder within the Institutional Values folder contains query subjects to be used as source queries for parameter maps.

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The following figure illustrates the Institutional Values folder:

Business concept models

To further improve extensibility and maintenance, FM models are maintained separately for each business concept. This will prevent performance issues tied to opening and enhancing models. Additionally, this will provide increased flexibility for packaging. For example, the Analyze Fundraising Progress model can be delivered separately to those clients that have licensed Banner Recruiting and Admissions Performance as opposed to those who have licensed the baseline Banner Enterprise Data Warehouse. Each model is specific to a given business concept. If the business concept has an associated snapshot version, that will be included within the same model.

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Each FM model consists of a business concept-specific namespace as a starting point to properly allow for segment linking. The database view would be a namespace linked from the conformed database model, as illustrated in the following figure:

Each business concept model would contain its relevant business and presentation view layers along with their associated packages. It is important to mention that the presentation view within this model should contain an Institutional Values folder that references the queries it needs from the linked Database View along with any additional items that may be required. Parameter maps specific to a given business concept should be maintained within the business concept model as well.

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The following figure illustrates the business and presentation view layers along with their associated packages:

Packaging and delivery

The log files are not delivered. It is recommended that you maintain institution-specific modifications through transaction history scripts that can be rerun against each subsequent model version. Eliminating these files will slim the model deliveries, by reducing the unneeded file maintenance and improving performance on the management of the model through Framework Manager.

All Banner EDW/Performance Management clients would receive the conformed database view model. The Banner EDW clients would get the EDW Common model that contains the original snapshot stars and all PM business concepts based upon the Banner-only data. The PM clients would get the models for the business concepts delivered with their product.

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Model configuration and maintenance

All business concept models make use of a linked or segmented database view layer. This database view layer exists as a Cognos Framework Manager project to itself. When examining models using FM, it is necessary to have the pm_database_view model folder available at the same directory level as the business concept model within which you wish to navigate.

The following picture illustrates what this directory structure would look like for a client with licenses for Banner EDW and all the Performance Management products.

When creating or updating a business concept model, the database view model files (within the pm_database_view directory) should be set as read-only to prevent unintentional changes. When segments are linked in a model, updates made within the referencing model will carry through to the source. However, when the linked segment is read-only, the associated objects will be grayed out in the referencing model to prevent editing.

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New and Changed Objects

The changed technical objects are part of the Banner EDW.

The edw80400_changed_objects.csv file includes a detailed list of the objects (views, tables, columns) that were added, changed, or removed with the warehouse release. To view the list, access the edw80400_changed_objects.csv file, which was delivered with your product documentation. You can open the file in Microsoft Excel or a similar spreadsheet application. You can reorganize the columns as needed.

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Problem Resolutions

The following problem resolutions were delivered with the associated Banner EDW release. They are listed here because of the relationship between the two products.

NoteFor comprehensive and detailed problem, impact, and resolution information for all defects corrected in this release, refer to the supplemental problem resolutions file (edw80400resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized.

You can also access information about defects and their resolutions through the Customer Support Center.

Banner EDW 8.4 corrected defects

Object Name Defect # Summary

apm_add_global_rules.sql 1-VFGU9F EDW 8.2a STAGE_AREA_STATUS ORA-00942: table or view does not exist

APM_ADVANCEMENT project EDWMGR Module STAGE_D3 mapping

1-QEIA2M EDW 8.2 - APM mapping STAGE_D3 generates ORA-00001 when multiple STAGE_ORDER exist.

apm_advancement_p1-qg361y_edw80200.mdl Project: APM_ADVANCEMENT Module: EDWMGR

1-QG361Y ods80200(u or a) has issues on 11g with unbound objects on APM mappings.

Banner Release Interdependencies document

1-IOV4LI Documentation “Release Interdependencies” issue - Cognos 8.4 is supported with ODS 8.2.x/EDW 8.1.1

Cube build 1-QKO9K9 EDW Cognos build script (buildCognosCube) doesn't handle spaces in variable from SetUpCognosEnv

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DEMOGRAPHIC_D1B 1-10CH2O5 Minority Ind in APM- Manage Prospect Pipeline

DEMOGRAPHIC_D1B 1-10D27IB Issue with Hispanic Latino Ethnicity Ind in Manage Prospect Pipeline

Documentation 1-RYV6Q7 Step to build the EDW Connector is missing from EDW 8.2a Installation Guide.

EDW 8.2 Upgrade Guide 1-BUJU6M EDW 8.2 - Upgrade guide missing information on step 3.

EDW 8.2 Upgrade Guide 1-DSRBW0 EDW 8.2 Upgrade documentation error regarding ODS 8.2 Advancement requirement

EDW 8.3 Install Guide 1-QWLQWJ EDW 8.3 install guide doesn’t specify to set owbrep_schema in login.sql for 11g

EDW_BANNER_COMM_INPUT

1-FLJ8QB EDW 8.1.1 error ORA-12899 when running EDW_BANNER_COMM_INPUT

EDW_WAREHOUSE_ENTITY

1-SK5JIN EDW 8.2/8.3 mapping issues when running against a live Banner environment.

generate_loads_all_stars_migration.sql

1-QEO3LF EDW 8.3 upgrade Step 11 doesn't need to be followed if the client doesn’t license Banner Advancement

MANAGE_PROSPECT_PIPELINE_A1

1-SDDVIH Performance problem with Manage Prospect Pipeline Aggregate in 11.2.0.2

pledge_f1b 1-CZG003 Gift and Pledge Transaction numbers are the same.

Object Name Defect # Summary

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PROPOSAL_PURPOSE_D3 mapping

1-S7D9WR EDW 8.2 APM mapping PROPOSAL_PURPOSE_D3 generates the error ORA-00001: unique constraint

WFT_STUDENT_COURSE 1-PYG1O1 Incorrect logic for REPEAT_COURSE_IND on WFT_STUDENT_COURSE

Object Name Defect # Summary

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Problem Resolutions

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