banner 6 user training

Banner 6Banner 6User TrainingUser Training

Welcome to Banner 6Welcome to Banner 6

• This presentation will discuss the This presentation will discuss the following topics in order.following topics in order.• Logon Process, including JInitiator• Navigation• Changing Password• Purchase Order Search• Support Services

Logon ProcessLogon Process

• Access Banner at Access Banner at http://portico.angelo.eduhttp://portico.angelo.edu

Logon ProcessLogon Process

• Click “Click “Logon to BannerLogon to Banner””

Logon ProcessLogon Process

• Click the “Click the “Banner LogonBanner Logon” link” link

Note: Two windows will open and must remain open

Logon ProcessLogon Process

• When Banner is accessed for the When Banner is accessed for the FirstFirst time: a prompt will appear to time: a prompt will appear to download and install the download and install the Oracle Oracle JInitiatorJInitiator plug-in. plug-in.

Download and install JInitiator plug-in

Download and install JInitiator plug-in

Logon ProcessLogon ProcessJInitiator plug-inJInitiator plug-in

• Another browser window will open, and a Another browser window will open, and a security warning dialog box will opensecurity warning dialog box will open

• Click (Click (YesYes).).

Logon ProcessLogon ProcessJInitiator plug-inJInitiator plug-in

• The browser window will be replaced The browser window will be replaced with an install screen. Another dialog with an install screen. Another dialog box will open.box will open.

• Click (Click (NextNext).).

Logon ProcessLogon ProcessJInitiator plug-inJInitiator plug-in

• When installation is complete, the When installation is complete, the following dialog box will appear.following dialog box will appear.

• Click (Click (OKOK).).

Logon ProcessLogon ProcessJInitiator plug-inJInitiator plug-in

• The browser window will change slightly, a The browser window will change slightly, a Java window will open and the Banner logon Java window will open and the Banner logon dialog box will appear.dialog box will appear.

• Your computer is now configured to use the Your computer is now configured to use the Banner system.Banner system.

Logon ProcessLogon Process

• These two screens will open and These two screens will open and MustMust remain open while using remain open while using Banner.Banner.

Logon ProcessLogon Process

• This screen can be minimizedThis screen can be minimized

Click on the minus sign to minimize this page. Do not close or Banner will terminate.

Click on the minus sign to minimize this page. Do not close or Banner will terminate.

Logon ProcessLogon Process

Logon dialog boxLogon dialog box• Click on Username Click on Username

field and enter your field and enter your usernameusername

• Click on Password Click on Password field and enter your field and enter your passwordpassword

• Database should Database should have PROD enteredhave PROD entered

• Click (Connect) or Click (Connect) or press Enterpress Enter When you log on for the first time, you

will need to change your password.

Changing PasswordChanging Password

• Your password will be active for 120 Your password will be active for 120 days. You will need to change your days. You will need to change your password when a reminder appears.password when a reminder appears.

• Password restrictionsPassword restrictions• Must be at least 6 characters in length• Cannot be your username• Must be different from previous two changes• Numbers and letters are accepted,

also _, -, +, *, ^, ! are accepted

Changing PasswordChanging Password

• The first time you logon you will be The first time you logon you will be required to change your password. required to change your password. Enter information and click (Enter information and click (OKOK).).

Logon to NavigationLogon to Navigation

• Now you are logged on to Banner.Now you are logged on to Banner.

• Navigation is windows based.Navigation is windows based.

• Seven digit character codes are Seven digit character codes are used for forms. You will become used for forms. You will become familiar with these.familiar with these.

Navigation – Screen Navigation – Screen LayoutLayout

• Layout of the Banner ScreenLayout of the Banner Screen1. Menu Bar

2. Title Bar

3. Direct Access field

4. Shortcut Buttons – use mouse to rollover buttons to view use

5. Banner Forms Menu Area

6. Auto Hint Line

21

34

5

6

Please note the name of the location

in the title bar, General Menu

GUAGMNU

Navigation – Character Navigation – Character CodesCodes

• Seven digit character codes are used for Seven digit character codes are used for form names, example: form names, example: GUAPSWDGUAPSWD

A-AdvancementA-Advancement P-Human P-Human Resources/PayroResources/Payrollll

F-FinanceF-Finance R-Financial AidR-Financial Aid

G-GeneralG-General S-StudentS-Student

Position 1, primary system owning the form

GUAPSWD – G General System

Position 2, unique to the product identified in position 1 GUAPSWD

Position 3, type of formGUAPSWD – A Application type

Position 4-7, unique four character code for form

GUAPSWD – PSWD assists in changing user password

Position 1 - most common systems

Position 3 - type of form

A-ApplicationA-Application R-Rule TableR-Rule Table

B-Base TableB-Base Table V-ValidationV-Validation

I-InquiryI-Inquiry M-MaintenanceM-Maintenance

P-ProcessP-Process

Navigation – Accessing Navigation – Accessing FormsForms

• There are three methods to There are three methods to accessing formsaccessing forms• Drill Down method• Direct Access method• File, Direct Access method

Navigation – Accessing Navigation – Accessing FormsForms

• ““Drill Down” methodDrill Down” method•Click on the plus symbol (+) to expand the appropriate category. Continue to expand until the desired form is located.

•Double click a form to open it.

•To close an expanded category, click on the (-) symbol next to the category being closed.

Navigation – Accessing Navigation – Accessing FormsForms

• ““Direct Access” methodDirect Access” method

Direct Access field

• Click once in the Direct Access field.

• Type in the form’s seven digit character code.

• Press Enter (NOT the Search Icon).

• The form will open.Do Not press the

Search Icon

Form’s seven digit character

code, (i.e. GUAPSWD)

Navigation – Accessing FormsNavigation – Accessing Forms

• ““File menu” – Direct AccessFile menu” – Direct Access• Click on File in the Menu Bar• Click on Direct Access• The GUAPARM form opens

• Type in the desired form’s seven digit character code• Click (Start) or press Enter

Click on File, then Direct Access

Type in the character code of the desired form, (i.e. FGIBDST)

Navigation – Parts of a Navigation – Parts of a FormForm

• Common elements on a formCommon elements on a form1. Menu Bar

2. Tool Bar – use mouse to rollover icon to view use of button

3. Key Block – to move to Information Block (6) use the Next Block function

4. Search Icon

5. Blue Fields

6. Information Block

7. Close

1

734

{6

5

{ 2

Next Block

Navigation – FormsNavigation – Forms

• Multiple ways to navigate formsMultiple ways to navigate forms• Options menu

• Select options menu to see related forms• Context specific to the active information block

• Block Menu• Use to perform the Previous, Next, and Clear block

functions

• Scroll Bars• Located on the right of a form or at the bottom of a form

• Toolbar• Contains buttons to easily perform menu functions

Navigation – “My Navigation – “My Banner”Banner”

• Create a personalized menu of frequently accessed Create a personalized menu of frequently accessed forms in “My Banner”forms in “My Banner”

• Click on the (+) symbol next to “My Banner” to expand

• Double-click on “Empty; Select to build {GUAPMNU}”

Navigation – “My Navigation – “My Banner”Banner”

• Adding a form to “My Banner”Adding a form to “My Banner”1. Select a form on

the left side and click the top arrow to move the form to the right side. Text will turn white.

or

2. Type in the form code under Name in the right column and press Enter.

3. Save.

4. Close.

1 2

3 4

Navigation – Querying Navigation – Querying FormsForms

• Querying to locate a form in “My Banner”Querying to locate a form in “My Banner”• Click once in left pane

• Select Enter Query• Enter search criteria using the wildcard % if necessary

• Select Execute Query

• View results of queried forms

EnterQuery

ExecuteQuery

Navigation – Navigation – Changing Form Changing Form DescriptionsDescriptions

• Changing the name of the form in “My Banner”Changing the name of the form in “My Banner”

• Highlight the description name of the form that you want to change

• Type in the new descriptions

• Press Enter

• Save the menu

Navigation – Removing Navigation – Removing FormsForms

• Removing a form from “My Banner”Removing a form from “My Banner”

2

3 41. Click on the

form you want to remove. The text will turn white.

2. Click on the left arrow to remove form.

3. Save

4. Close

1

Navigation – “My Navigation – “My Banner”Banner”

• Making “My Banner” the Default MenuMaking “My Banner” the Default Menu1. Choose File – Preferences

2. Click the (Open Menu Options) button

3. In the User Default field, type “*PERSONAL” and hit enter

“My Banner” will appear in the next field.

4. Save

5. Close

Click File then

Preferences

Changes will not appear until next time you logon.

Changing PasswordChanging Password

• Open the form Open the form (GUAPSWD) (GUAPSWD)

• Enter the Enter the appropriate appropriate informationinformation

• Click (Click (OKOK))

Purchase Order SearchPurchase Order Search

• Logon to BannerLogon to Banner• Open the form {FGIBDST} Open the form {FGIBDST}

Organizational Budget StatusOrganizational Budget Status

Purchase Order SearchPurchase Order Search

• Enter the following information in the Enter the following information in the Key BlockKey Block

1. Chart – A

2. Fiscal Year – 05

3. Deselect “Include Revenue Accounts”

4. Orgn – 60210

5. Fund – 0100

6. Program - 6020

Select Next Block after entering

information

1

2

3

4

5

6

Purchase Order SearchPurchase Order Search

• The information block will display data that you The information block will display data that you can navigate through.can navigate through.

Support ServicesSupport Services

• Help desk – 942-2911, option #1Help desk – 942-2911, option #1

• Web site - Web site - http://portico.angelo.edu/faqs/faq_banner_basics.htmhttp://portico.angelo.edu/faqs/faq_banner_basics.htm

• You have now completed this You have now completed this presentation.presentation.