Banner Document Management Suite
David Cheney
| www.sungardhe.com
Introductions
David Cheney Document Management Consultant for SunGard HE Based out of Virginia Beach, Virginia 11+ 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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Dennis Quaid Asleep in 12D
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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 BDMS 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 Document Management Suite
1. Collect information
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2. Manage information
3. Deliver information
Document Management Solution Overview
AppXtender Document Manager
AppXtender Image Capture
AppXtender Web Access
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AppXtender Document Manager
Indexing Organization Storage Retrieval
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Cost effective and fast access to a central pool of information
AppXtender Document Manager 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 AppXtender Document Manager 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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AppXtender Image Capture
Scan View Store
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Effective scanning module integrated with AppXtender Document Manager
AppXtender Image Capture Features
Batch Scanning Image Enhancement Move Online Printing and faxing Annotation
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AppXtender Web Access
Retrieve, view and manage your documents using standard browsers
Enable e-business applications by giving them access to content via the web
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Efficient and inexpensive content delivery – both inside and outside organization
AppXtender Web Access 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 AppXtender Web Access 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 Document Management Suite: 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 Document Management Suite 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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Banner Integration
Screen Integration Banner toolbar button calls BDMS library
Data and context points are established
Context rule is invoked if present
Query is formulated based on rule and associated parameters
AppXtender Document Manager or Web Access is invoked
Results are displayed
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Banner Integration
Security Integration Banner toolbar button calls BDMS library Login information is passed to AppXtender Document
Manger and AppXtender Web Access 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 BDMS tables
BDMS 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
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User performs activity on particular Banner form
Based upon appropriate security rights, the user can view electronic objects like images, spreadsheets, word documents, etc.
10 Minute Break
When we come back: Live look at AppXtender Image Capture Hands on Scanning Live look at AppXtender Document Manager &
AppXtender Web Access Hands on Indexing
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