Catalog
- Curriculum
- Program
- Focus (if applicable)
- Program
Hint: Press CTRL F to bring up the "Find" window and search for class title or specific words or phrases in the catalog.
Programs
- Academics and Research
- Advancement and Fundraising
- Enrollment Management
- Financials and HR
- General Interest
- IT Management
- Performance Management
- Portal, Community and Content
- Student Administration
- Unified Digital Campus
- Banner Document Management Suite
- Banner Workflow
- General Interest - All
- Integration Solutions
- IT Management General Interest
- Technical Solutions
- Technology Services
- UDC Advisory Services
Academics and Research
Academic Technology Services
0687: Web 2.0 Technologies: Blogs and Wikis (0687)
Back to top
Are you looking for other options to facilitate learning in your online course? You've heard about blogs and wikis but are unsure of the benefits to using them. You're wondering what makes blogs and wikis so great. You want to know how does a wiki compare to a blog and what are the differences between them. If you are unsure of the uses and benefits of blogs and wikis or simply want to get some ideas on how to use these technologies in your course, well you have come to the right place. This session will explore these tools and provide you with new ways to channel information and knowledge in your online course.Course Development Services
0959: Authoring Course Material Without a SME (0959)
Back to top
This session describes a variety of options institutions can consider when faced with the challenge of developing online course content without assistance from faculty members. This challenge usually presents itself when there are budget limitations or time constraints. Important considerations will be discussed, including copyright and ownership. The presentation will also discuss strategies including utilizing third party content, employing another subject matter expert, or having the content written by an instructional designer.0681: Online Mental Disability Law at NY Law (0681)
Back to top
This presentation will describe New York Law School's dynamic evening program in Mental Disability Law which serves a diverse cohort of JD students, undergraduates and graduate students, attorneys, psychiatrists, psychologists, and mental health professionals. Experienced in providing legal education for students and busy professionals, law school instructors incorporate a variety of e-learning technologies into a series of nine Blackboard courses. Chat sessions, streaming video (Sonic Foundary), and blogs are used in the course to provide students with a rich online learning experience. Emphasis will also be placed on describing the use of a consistent strategy and uniform approach to delivery of the course content. Lastly, the expansion of the program from a course-by-course basis to a degree and certificate granting program will be discussed.1191: Rapid Instructional Design (1191)
Back to top
How many online courses can one instructional designer build in a year? 7? 10? 24? How about 50? Is an instructional designer capable of producing an entire academic program in a single year? By using intuitive graphic organizers, visually appealing template design models and software based asset management tools - the instructional design process can be made dramatically efficient and effective. In this session you will learn how San Juan College is building a program with a Rapid Instructional Design approach. We will examine the processes, view the templates, see the graphic organizers and management tools that make this process streamlined while retaining all of the academic rigor of a writing enhanced course — challenging and stimulating at all levels of instruction.Faculty Development Services
1192: Faculty Training and Development (1192)
Back to top
Are you considering changing to a new Course Management System? You may know that SunGard Higher Education offers academic program development services, but did you know that we also offer faculty training and development. Course Management Systems and technical tools trainings are infused with pedagogy and best practices. Learn how you to make use of these services in order to enhance your institution's current faculty development offerings.0688: I'm Right: Why Perspective Matters (0688)
Back to top
Learning online has become a part of the culture of higher education, with both the number of courses offered online and the number of learners enrolling in these programs have steadily increased since 1994. While there are several factors influence an institution's move online this workshop focuses on one key element, the instructor / designer. Whereas instructional objectives, teaching styles, and learner preferences are among the core factors influencing effective design, the element individual instructor / designers have the most control over is their own approach to instruction / design. This workshop uses the Myers Briggs Type Indicator (MBTI) as a framework for describing instructional strategies and how to select them based on an instructor's MBTI preferences. An instrument for determining your instructional type, suggestions for appropriate instructional strategies, and links to resources are included in this workshop.0370: Instructional Design for Faculty (0370)
Back to top
Genesee Community College offers team-taught a 3-credit course, EDF 211 Instructional Design, to full and part time faculty. The course was originally created to support faculty looking to move courses to fully online mode of instruction but has evolved into supporting all modes of instructional delivery. This session will review the evolution of the course, the pedagogy and technology training that is delivered to the participants and how you can replicate this at any other institution.General Interest - Academics and Research
1143: Beyond Stewardship: Outcomes Assessment (1143)
Back to top
By developing an understanding of the role of outcomes assessment in educational quality, new inductees to assessment will see their work in a larger context linked to student learning and engagement. Join us in this session and take an opportunity to discuss your institution and understand the role of assessment in organizational change and institutional vitality. See how assessment connects your personal situation and your potential for professional growth. Finally, consider how you can contribute to a dynamic community committed to enhanced student learning and engagement.1147: Building a Community of Online Learners (1147)
Back to top
A vision for tapping into the data in your Student Information System (and maybe other systems, like Advancement?) to implement and facilitate the social networks that are becoming powerful ways to support teaching and learning, research, and other academic activities on campus. By taking advantage of social networking technologies, we can begin to connect these students with each other and encourage community building among our learners.0331: Implementing Online Course Evaluations (0331)
Back to top
The University of Oregon (UO), a Banner user for nearly 20 years, recently implemented What Do You Think?™, CollegeNet's Online Course Evaluation System. This session describes why UO decided to move from Scantron evaluations to an online process, the factors considered in choosing CollegeNet's product over others evaluated for purchase, how the product is integrated with Banner, how UO piloted the system and the results of that pilot, and how the system was successfully rolled out to the rest of campus in 2008. The What Do You Think?™ product allows the University of Oregon to comply with university policy and Oregon state laws regarding the timing of the evaluations, anonymity, and varying levels of access to the course evaluation results. Data loads out of and into Banner facilitate the data processes between Banner and this fully-hosted system. See examples of how users access the system through Self-Service and what users experience while interacting with What Do You Think?™. See how the robust report browser allows data to be viewed, downloaded, batched, and exported. Hear what students, faculty and administrators are saying about the new online capabilities.0305: iWebfolio is for Faculty & Staff, Too! (0305)
Back to top
Electronic portfolios are great tools for student assessment and career services, but they can also be useful for faculty and staff. This session will address the ways in which iWebfolio can be used to share materials with on-and off-campus colleagues, solicit feedback from a variety of stakeholders, and organize "virtual exhibits" for accreditation purposes. Sample portfolios will be shared and the process for creating a portfolio will be demonstrated.1158: Next Generation Learners (1158)
Back to top
A panel discussion with traditional and adult learners to discuss how the different systems are serving their needs as well as their experience with the technologies used to support learning.0371: Online Word Processing Options (0371)
Back to top
With the advances in Web 2.0, word processing software is no longer restricted to something that you have to (maybe) download and install on your computer, there are a number of online options now available that anyone can take advantage of. The 200-pound gorillas in the room are Google Docs and Zoho Office and we’ll take a serious look at what each of these word processing suites can offer to both the casual and the power user. In addition, we’ll do a drive-by and overview of other options that are available.1155: Services for the Academic Market (1155)
Back to top
Known for our administrative offerings, SunGard also offers services that address the needs of academic officers, faculty and students. Using client case studies, we will demonstrate how our academic services have helped both private and public institutions.1242: Teamwork Equals Successful Grant Funding (1242)
Back to top
At a time when funding is tight and the challenges facing higher education are many, finding alternative funding sources to positively impact student academic success, increase enrollment, and improve retention efforts is vital to the success of many institutions. This session focuses on the grant development process, including the development of a collaborative environment among faculty, administration, and technology groups; the presenters discuss in particular how the university's collaboration with external grant writing services from SunGard resulted in a successful effort that has had a substantial impact on the campus. Through collaboration, partnership and teamwork, Delta State University, a rural four-year public institution, was awarded a five-year Title III grant of approximately $2 million.1163: The Future of the LMS (1163)
Back to top
This session will look at how the changing needs of learners and the new challenges faced by institutions today may shape the future LMS. We'll share findings from SunGard Higher Education market research related to current trends in the LMS market and perceived unmet needs. The LMS market continues to evolve as the needs of learners change. This session will discuss future trends in the LMS market; whether these needs are being met by existing solutions0368: Web 2.0 Tour Update (0368)
Back to top
You don't have a Second Life, you still don't 'get' Twitter and someone helped you sign up for some RSS feeds but you really don't know why and you also don't read them? You signed up for FaceBook or My Space and you don't have any friends? Don't feel bad... The Web 2.0 world can be overwhelming and confusing. This will be a tour of a handful of Web 2.0 sites that *maybe* you want to think about... then again, maybe not. Come and see what's new, what's hot and what you should at least know about.Institutional and Strategic Planning
0045: Cohort Tracking Tool (0045)
Back to top
The Cohort Tracking Tool (CTT) is a website created by the author to track retention, graduation, and stop-drop out rates for cohorts of the type maintained in SGASADD. Along with the main retention report, there are several dozen sub-reports that can be run against each cohort providing useful tracking information for cohort owners. Reports can produce either detail or summary data and the user may select optional variables to add into the reports. Detail reports have drill-down capability to individual student profiles. The SQL behind the report pages draw primarily on data from Banner and a census file based on the Government Student view. Procedures have been established for cohort owners to submit new cohorts for inclusion in the CTT. There are now over 150 different cohort codes in use supporting operations of a variety of groups at Wayne State Univeristy including Academic Affaris, the Academic Success Center, the University Advising Center, the Business School, Chicano Boricua Studies, the Division of Community Education, Engineering Bridge Students, Emerging Scholars Mathematics Program, and a variety of learning communities.0294: TracDat: More than Planning! (0294)
Back to top
TracDat's role in strategic planning is well-known, but TracDat plays a more important role in institutional assessment efforts & accreditation.0904: What Comes Before an Institutional Plan? (0904)
Back to top
The success of IT strategic planning can be enhanced by gathering accurate data from all constituent groups prior to the beginning of the planning process. This presentation will focus on the successes of Immaculata University in employing this data collection and strategic planning sequence and will illustrate how they shared this information with the university community.Online Learning / Program Services
1012: 7 Things You Should Know About Web 2.0 (BOF) (1012)
Back to top
This session will be a combination presentation/birds-of-a-feather (BOF) session on the utilization of various software tools and Web 2.0 technologies to enhance the teaching and learning experience in the classroom and among student teams. Using the approach introduced by the EDUCAUSE Learning Initiative's Learning Technology Briefs, each tool presented will be discussed by addressing the following questions: * What is it? * Who's doing it? * How does it work? * Why is it significant? * What are the downsides? * Where is it going? * What are the implications for teaching and learning? Upon the completion of useful tools addressing the above questions, there will be a birds-of-a-feather discussion on what other useful Web 2.0 technologies and software participants have encountered during their experiences that enhance the teaching and learning process. Ideally, this will focus on easily accessible and relatively inexpensive tools to enhance both the classroom, individual student, and group experiences.0742: A Quality Approach to Quality Matters (0742)
Back to top
This presentation concentrates on State Fair Community College's adoption and implementation of Quality Matters as a standard for their distance learning program. In addition to offering faculty training, State Fair Community College has reflected Quality Matters in the standard look and feel promoted to all courses through a master template and master course integration. Through examining examination of this template, the presentation concentrates on Quality Matters and how it can be used to improve course quality and student retention. This presentation is targeted to instructional technologists, faculty members, and instructional technology leaders.0852: Building Retention into your Online Program (0852)
Back to top
This presentation will explore the critical academic and non-academic factors affecting retention in online programs starting with the quality interaction the student has with a concerned person on campus. Some of the critical academic factors that will be reviewed include course design, supplemental instruction, and learning communities including social networks. Some of the critical non-academic factors that will be reviewed include orientation programs, comprehensive services, first-year seminars and e-mentoring services.1161: Innovative Hybrid Online Instruction (1161)
Back to top
Shortages in critical health care professions including nursing, paramedics and lab techs are being addressed with a unique hybrid online-learning program at Community College of Baltimore County. The face-to-face and online program that blends hands-on clinical site instruction with online learning. Teaching online bridges geographical boundaries and provides a flexible learning environment to help students balance academics with employment and other responsibilities. Hear CCBC's process from course development, training, marketing, implementation and measurement of student success and learn to replicate a hybrid program for your specific critical learning needs.1160: Putting Science Totally Online! (1160)
Back to top
Ocean County College (OCC) is one of the first community colleges in the Mid-Atlantic United States to develop and place most science offerings completely online. With both content and laboratory directed via distance learning, OCC has pioneered an innovative online delivery mode that utilizes Blackboard-CE6 and a home-delivered, safe, cost-effective, and environmentally-friendly laboratory kit from Hands-On Science. Course offerings in Biology, Chemistry, Physics, Anatomy and Physiology have attracted students from across the country. This initiative helped eliminate the need to for another science laboratory building, while providing the means for rapid expansion of the science program.1144: Redesigning Instruction for Online (1144)
Back to top
Learning Management Systems, podcasting, wikis, blogs . . . in the whirlwind of emerging and established technologies, how do you stay abreast of the latest changes? How do you know which tools to use without falling prey to the latest fad? How do you integrate them into instructionally sound and cost-effective learning experiences? This session will discuss these questions and outline resources to help participants make the right choices as they redesign instruction for the Web-based world.1159: The Transition to Hybrid/Online Learning (1159)
Back to top
Planning, implementing, and assessing a transition from face-to-face learning to hybrid or online learning poses a unique set of challenges. In this session, participants will learn best practices for creating online courses, the importance of a highly skilled team and hear client success stories.Advancement and Fundraising
Advance
1007: Advancement Data Management (1007)
Back to top
We all like to believe that Advancement's data are meaningful and have purpose (or utility). Data as an asset has been widely discussed, but few Advancement organizations manage data as an asset with value. Rather data are usually associated with costs. We will examine the management of data through its life cycle which includes identification, acquisition, authentication, validation, assessment, maintenance, archival, and retirement. We will explore the valuation of data in the hopes of achieving a mature data environment in which data's value increases the overall value of our Advancement organization.Advance General Interest
1218: Addresses - How do You Handle it All? (1218)
Back to top
We're all bombarded with address information. How do you deal with vendors and information from your donors and constituents in a timely fashion? We've put ourselves on a schedule in dealing with all of our address information. We've implemented an address matrix that handles information coming from a variety of sources - the donor themselves or a vendor - and we use this for both programmatic address updates as well as manual data entry.1233: Advance Newcomer Welcome and Orientation (1233)
Back to top
Informal orientation for new Advance Suite User Group delegates and first time Summit participants. Learn about the user group structure; meet the user group and SunGard leadership, network with other newcomers and veterans; and discover ways to make Summit more productive.1042: Advance Ticketing Functional Review & Ca (1042)
Back to top
Advance provides functionality to track and manage ticketing information for your athletic and other ticketing based programs. Come see what several clients have done to implement and manage their ticketing programs using Advance. We'll discuss requirements,challenges, and best practices for implementing the Advance ticketing module. This session is intended for management, functional, and technical project teams beginning or considering implementing the Advance ticketing module.1182: Advance Web and Experian QAS (1182)
Back to top
All advancement organizations rely on address data to carry out their responsibilities and best serve their constituents and institutions. It has been proven time and again that with better quality data comes more efficient use of staff time, department budget and resources, improved communication with constituents, and increased response rates. The best way to ensure your group works with accurate address data is to validate it before it enters Advance. To make real-time address verification a truly seamless, transparent part of Advance data entry, SunGard Higher Education and Experian QAS have developed an optional integrated data verification feature for Advance 9.3.1055: Advance Web and Microsoft.NET (1055)
Back to top
At the University of California, Irvine, currently in the process of migrating from Advance Client to Advance Web, we have discovered a need for expertise in the use of Microsoft.NET as it relates to Advance Web. In particular, we have discovered that we needed to be able to answer the following questions: * What do we know? * What don't we know? * What should we know? We will explore the findings at UCI, and how they will contribute to a successful Advance Web migration. An understanding of .NET technologies is proving to be crucial to the success of the migration given UCI's functionality and performance requirements.0420: Advance Web Implementation Survival Tips (0420)
Back to top
Arizona State University Foundation implemented Advance Web Bio, Gift, Membership and Prospect in July 2008. All data entry and reporting are being done via the web interface. This session will discuss project ogranization including division of labor, major project components and the ultimate outcome including successes and lessons learned. Discussion of configurations and customizations; organization of training program; reporting processes and options; the environment developed to support a large customer base and all web functionality; use of data quality software to aid in matching and loading data from external systems0188: Advance Windows SIG Meeting (0188)
Back to top
This is the annual Advance Windows SIG business meeting. We will review progress on enhancement prioritization, WebEx topic/training delivery, and status of PAG initiatives as they relate to Advance Windows. In addition, we will highlight updates on the customer collaboration project as well as other projects that are underway in support of the product roadmap.0969: Advancement Service - We Are Not the Back Room! (0969)
Back to top
Is your advancement services department often referred to as the back room? Are you missing the respect you want and deserve for the department? Discuss ways to insure that advancement services is in front of the pack.0967: Best Practice Symposium: ETL for Advance (0967)
Back to top
What are the best ways to load data in and get data out of Advance? There are many ways to do it. Come listen and share your experiences with a panel of veterans discuss best practices for ETL and data extraction. This session is intended for management and technical project teams working with the Advance product.1102: Best Practice: Volunteer Tracking (1102)
Back to top
As development practices adjust to an era of financial unpredictability, fundraising volunteers are becoming even more critical to successful capital and comprehensive campaigns. Advance provides many ways to track the activities and successes of volunteers. This symposium will present several successful methods for tracking volunteer data in Advance and for deriving actionable information from that data. This non-technical presentation is expected to outline Advance's volunteer/committee structure as well as provide time for sharing of proven strategies and tactics for helping your development volunteers to become more productive.0480: Bio/Gift Data Maintenance on Advance Web (0480)
Back to top
Best Practices Symposium on Bio/Gift data entry and maintenance using Advance Web. Institution records staffs are constantly being challenged to accurately record all biographic and gift data as it is received in a timely and efficient manner. The problems associated with data flow can hinder fund raising efforts and can create a negative ripple effect throughout your organization. This presentation will focus on best practices for accomplishing efficient and timely entry of data as it comes in the door. Utilizing the features from Advance Web, we will explore methodologies for achieving high-end turnaround of data from the moment it is presented to data entry personnel. Work Flow suggestions along with data entry options will be explored to help streamline biographic and gift data as it flows through your institution. The target audience for this session is Bio/Gift Records Management and Support/Training Personnel.1075: Build an Advance Web Home Page (1075)
Back to top
One of the great features of Advance Web is the ability to create home pages that meet your users' specific needs. This presentation will show the steps needed to create a unique home page. Start by writing a query in PLSQL and then create a form using that data. How forms work within applications which work within pages will be discussed. Get an overview of the tabs and how they are used when creating applications and forms. A home page will be displayed using at least two applications and three forms.0067: Centralizing Prospect Tracking (0067)
Back to top
Tufts University has operated in a decentralized manner in entering prospect tracking data into Advance. Frontline fundraisers and their support staff created and maintained prospect tracking data, assignments, and proposals with some oversight by a small centralized prospect management office. The benefit of this approach was a shared load of data entry and empowerment end users to maintain their own data. However in practice, the quality of the data suffered. In an effort to be a more data driven operation, Tufts embarked on a prospect tracking and management centralization project to improve the quality of prospect tracking data and to allow for better policy enforcement while retaining the benefits of decentralized data entry. The effort brought together three key assets of Tufts Advancement: Prospect Management, Business Systems Analysis, and Programming. The result was a multifaceted solution to some complex challenges. The presentation will concentrate on three key areas: Prospect Creation, Assignment, and Proposals. Solutions in these areas involved modifications to Advance as well as changes in procedure.0473: Connecting Gift Officers & Gift History (0473)
Back to top
Donor Totals: Connecting Gift Officers with Donor Gift History. Ever try to teach a Gift officer or their Admin about Options — Sorts and Filters? Donor Totals may offer an alternative. Accessed via Advance Config Utility, Donor Totals seem a bit dark and mysterious. Properly defined and maintained they can provide a more user friendly picture of donor giving history than the basic donor Giving Summary and Giving Transaction screens. This presentation will review the basic setup of some Donor Totals, demonstrate accessing and using this information and discuss some of the advantages and pitfalls.0465: Data Mining with Advance Segments (0465)
Back to top
With planning and design, segments offer a simple data structure for grouping donors by giving behavior over time. Most immediately, Advanced Lookup and clipboard functionality allow ad hoc use of segment information. This use of segments offers some basic data mining capabilities. It may provide a low cost platform for exploring and defining data patterns and serve as a springboard into a more robust data mining software tool. This presentation will present the initial segmentation structure adopted at Creighton University, trace our progress to date and highlight some of our initial user responses.0234: DataLoader - What It Can Do for You (0234)
Back to top
Advance DataLoader is a powerful import utility which allows you to load data from external sources while enforcing Advance's data integrity. This session will be a general overview of what it takes to get started with DataLoader, including data preparation requirements; basic functions such as batch creation, validation and posting; underlying data structures; and the types of data supported. This presentation will also provide an overview of custom loader forms and discuss the differences between Web and Windows DataLoader, and AdvLoader.0971: Gift Stitching — CONNECT Related Gifts (0971)
Back to top
Stewarding and reporting can be difficult for gifts that span several entities or different gift transaction types. For example, a joint commitment by several couples, a complex gift that comes in with different payment types (cash + service + gift-in-kind), or a bequest paid out over several unconnected installments can create a challenge for anyone looking for the total giving from a donor or the total commitments to a particular program. Colorado State University is using built-in Advance structures to CONNECT dissimilar giving pieces into a single whole and create an institutional record of the complete giving package. The target audience for this session is experienced and functional users. Advance 9.1 - Four years experience in Advance.1062: Implementing Sample Forms in Advance (1062)
Back to top
Many times clients will create custom forms and applications within Advance Web to display information that may not be currently available or available in one place. This requires configuring Advance Web out of the box and requires institutional resources and training. Many times these data needs are similar from one institution to the next resulting in many clients creating similar custom forms. For that reason SunGard Higher Education has included example forms and applications in the Advance Web release to help meet some of these additional data requirements. These sample forms demonstrate the possible use and design that may be employed to provide your users with the information necessary for their daily tasks and responsibilities without the need to perform significant configuration of the application. Learn how to activate these example forms through simple configuration steps using the Advance Configuration Utility. The example forms display data concerning development officer performance, prospect management, gift processing links within the application, campaign reporting, research links and more. The target audience for this session is experienced, functional, and technical users. An understanding of how configurations are performed in Advance is helpful but not a requirement.0177: Making Prospect Management Work (0177)
Back to top
Understanding how strategic partnerships between fundraisers, managers and other development staff members affect the coding, tracking, analysis and reporting of prospect management data in Advance. Deliverable performance metrics will be discussed.1103: Managing the Move from Client to Web (1103)
Back to top
See how one university managed the move from Advance Client to Advance Web, including the move from a Sybase back end to an Oracle back end. This presentation will provide insights into defining the processes needed to make a successful move including how the move will affect automated and manually procedures done outside of the Advance system but using Advance data. It will demonstrate how to develop a comprehensive and flexible project plan incorporating tasks performed by all Advancement Services staff, not just IT staff. It will lead the audience through the implementation of the project plan and how to resolve any issues that may arise during the implementation.0950: PM Part 2: Applying PM to Advance (0950)
Back to top
Over the past few years Northwestern University has been working to implement a project management methodology based on the PMI Project Management Body of Knowledge with a goal of improving the overall success of project work done to facilitate University fundraising and alumni relations efforts. Building upon the project management overview provided in the Project Management for Advancement Services session, this "part 2" session will walk attendees through the specific steps NU takes to implement projects affecting use of the Advance C/S system, from initial request and requirements gathering to project delivery.0920: Project Management for Advancement (0920)
Back to top
With advancements services shops regularly being under staffed, over worked, and just downright overloaded, it is often hard to take the time to practice good project management. Unfortunately this often results in projects being implemented poorly; out of scope and behind schedule. Over the past few years Northwestern University has been working to implement a project management methodology based on the PMI Project Management Body of Knowledge with a goal of improving the overall success of project work done to facilitate University fundraising and alumni relations efforts. This presentation will provide an overview of the steps NU has taken to increase the success of projects so far and where we are headed. We will also review the trials and tribulations experienced trying to implement industry-standard best practices in the academic fundraising environment.0943: Tech Migration Guide: Windows to Web (0943)
Back to top
Look for ways to fast track your migration from Advance Windows to Advance Web. Learn the techniques from the technical experts on how best to migrate window configurations, reports, and other site specific objects to the web. This session is intended for management and technical project teams beginning or considering a migration to Advance Web.0710: Technology Roadmap and Execution Plan (0710)
Back to top
The Technology Roadmap for Advancement Solutions describes our technology direction, technology choices, and how these choices better serve you and your constituents. In this session, we will be discussing the four main initiatives of our Roadmap: Performance Management, Integration and Interoperability, User Experience, and Relationship Management.0061: Trip Planning - An Integrated Approach (0061)
Back to top
Princeton University has developed an innovative and comprehensive solution to help facilitate more efficient trip planning activities within the Office of Development. Three major components (Prospect Selection, Reporting and AWA Integration) make up Trip Planning and provide an integrated and seamless solution making the fundraisers' lives easier. Prospect Selection utilizes current mapping technology to allow the fundraiser to view prospects geographically, making it significantly easier to schedule efficient meeting times and places, as well as finding additional filler appointments near essential prospects. Reporting utilizes our Cognos environment to allow the easy generation of trip notebooks. These trip notebooks provide an overview of the prospects being visited during a trip. Advance Web Integration allows us to provide trip based notifications and simplifies the creation of contact reports and tasks.1146: University of Chicago - Acknowledgements (1146)
Back to top
The University of Chicago created a custom Acknowledgment Data Extract which is available on the Griffin Reports menu. Users are provided a screen where they are prompted for various parameters to create a file on the set of gifts in which they are interested. After producing their acknowledgment letters, users can upload multiple acknowledgment letter codes to a list of gifts and pledges using a U of C tool, the Bulk Acknowledgment Utility.Advance Membership/Dues
0162: Advance Membership SIG (0162)
Back to top
Annual Membership SIG meeting.0647: Increasing Membership and Involvement (0647)
Back to top
Looking to increase membership or member involvement? Let's discuss ways and practices to utilize Advance data for engaging Alumni and members. We'll explore the steps the Arkansas Alumni Association has taken from the initial data conversion to the "Drive for 35" all in the first year of using Advance. Topics included but not limited to custom Crystal Reports using variable data, Homepage dashboard type web form customization, empowering volunteer leaders to use data pro-actively, and everything in between. Sharing successes, ideas, and lessons learned.Advance Special Events
1203: Advance Events Case Study (1203)
Back to top
Events are becoming a more critical element of constituent engagement than ever before. Learn about the Events module and future development plans. Discover how institutions have implemented and deployed the solution so they can successful manage many types of events.0187: Advance Events SIG Business Meeting (0187)
Back to top
Please join us for the Advance Special Events SIG business meeting. On the agenda, introduction of new SIG officers, product development and any other business before the SIG.Advance Web Community
0381: Advance Web Community SIG (0381)
Back to top
Annual AWC SIG business meeting. We will discuss enhancements and product direction.1223: Advance Web SIG Business Meeting (1223)
Back to top
Attend the Advance Web SIG Business meeting to discuss product direction topics such as enhancements and potential collaborative design solutions. Also come and see a live demo of the new Advance Web collaborative site and learn how you can become more involved in the Advance Web SIG community.Advancement Data Services
0846: Advancement Data Services: Enhancing Prospect & Event Management (0846)
Back to top
Leveraging the wealth screening and predictive modeling information from GG+A's DonorScape and data visualization capabilities provided by Advizor have proven invaluable to Advancement offices. Attend this session to learn how SunGard HE incorporates them into our best practices for implementing these tools in prospect management and event planning management. This session is appropriate for Advance Suite, Banner Advancement, and PowerCAMPUS users.Banner Advancement Functional
0315: Banner Advancement 8.1 Mass Gift Entry (0315)
Back to top
This session will describe the Banner Advancement 8.1 Mass Gift Entry Enhancement. Session will provide a functional & technical overview of the new Mass Gift Entry Form (AGAGMAS) as well as the changes that were made to the gift processing package (agkgift) to support the entry of mass gifts. As a result of this session attendees will see how AGAGMAS supports high volume gift transactions associated with specific fundraising appeals.0460: Banner Advancement Enhanced Proposal Processing (0460)
Back to top
This session will look at enhancements made to Banner Advancement Proposal processing for the Banner Advancement 8.1 Release. Both technical and functional changes will be reviewed. Highlights include allowing multiple proposals of the same type to be added to a constituent, increased size of status codes, the ability to link gifts and pledges to related proposal projects, and tracking of changes made to Proposals and Projects.0690: Banner Advancement Tips & Tricks (0690)
Back to top
This course offers tips and tricks for Banner Advancement users. This can be for new Banner Advancement Users as well as current users. Participants will see different ways to handle day to day tasks in Banner Advancement.0853: Connecting on the Road, The Novasis Way (0853)
Back to top
Supporting Advancement Officers on the road is critical to fundraising success. See how Villanova University Advancement Officers connect to constituent information using a custom version of the Sunguard Self Service environment called Novasis. These enhancements improved real time entry and inquiry of key prospect data. See examples of how contacts, next steps, and other information are tracked and reported using Novasis. Other features discussed are: the advanced search option, the view events tab, and the strategy tab. Plans for additional enhancements will also be revealed. This session is intended for those interested in improving Self Service for Advancement Officers whether it's new Banner clients or advanced users. Villanova University has been a Banner client for over ten years. The current version of Banner Advancement is 8.0. The Novasis system has been in place for four years.0055: Prospect Mgt and Research in Banner (0055)
Back to top
I am proposing a session that will focus on the Prospect Module of Banner Alumni (specifically 7.4 and 7.5). This session is geared toward those looking to develop or view how others institutions are using Banner to track prospects, staffing, ratings and research. This session will also cover other areas of banner as they relate to prospects — such as event management, contacts, comments and relationships. I will also share and review a portfolio of written reports generated from Access using banner tables for both prospecting, research, prospect management and related reports. The presenter has over 7 years of experience with advancement services and prospect research and have been using the Banner for two and a half years.0598: Prospect Mgt, Automating Data Entry (0598)
Back to top
This session will be focused on utilizing Axiom Data Integration Solutions, a third party tool, to increase efficiency on entering Prospect Research data on newly identified prospects into Banner forms, version 7.4. Axiom provides the automation of entering five pieces of information on a web page that updates 36 fields on four Banner forms. This presentation will discuss the initial Prospect information Connecticut College tracks and why; also the preparation for the Axiom project, testing and the end result.0567: The Joy of Using Barcodes (0567)
Back to top
If you print a barcode "they" will know. That is why we started using barcodes and scanners at EIU in the Alumni Services, Philanthropy and Foundation Accounting offices. They are printed on direct mail appeals, pledge acknowledgments, membership letters and many other documents. That code makes it easier for our student office assistants, gift processing clerks and other staff members to access records in Banner. We will share examples of those forms and how it can be used with other modules, in addition to Advancement. EIU started using barcodes in 2000 with ADS and with Advancement 7.3 in July 2007.1036: You Down with SDE? Yeah you Know Me! (1036)
Back to top
Do you beg for additional information to be included in Banner but you can't modify your forms? Do you maintain a shadow database so that vital information is not lost? Is the Pope Catholic? As an early adapter of Banner 8.0 (October 2008), the University of Idaho immediately started working on reducing the multitude of shadow databases across campus by adding new data into forms using the new Supplemental Data Engine. Functional and technical attendees alike will learn the new SDE forms, how to populate them, how to enter supplemental data, and the tips and tricks we've learned along the way.Advancement Performance Management
0300: Connect to Constituencies-Inside & Out (0300)
Back to top
Advancement is all about connections — who you know — who knows you — how you reach out — how you engage your constituencies. In an increasingly competitive environment of fundraising, data and resulting information have become critical to managing relationships, stewarding donors, monitoring campaign progress, evaluating the effectiveness of programs, and measuring success. This presentation offers insight into one institution's attempt to provide 'self-service' tools in the support of these goals. Examples will include: • Connecting to Students and Alumni — Constituent Contact Management for Career Services • Connecting to Donors - Funds Stewardship for Scholarships, Lectureships, Professorships • Connecting to the Board - Monitoring Campaign Progress with OLAP • Alumni Connecting to You - Alumni Connectivity Metric • and more Reed College — a small liberal arts college in Portland, Oregon — uses Banner (7.4) (administrative information system) and Evisions, Inc. Argos (reporting tool). This presentation is intended for advancement services organizations / individuals tasked with providing information for development and/or advancement leadership.0759: Importing Data from GG & A DonorScape (0759)
Back to top
Learn how to load GG & A DonorScape wealth screening and data cleansing information in Banner Advancement so you can use it to communicate better with your constituents, identify new prospects and refine your strategies for existing prospects. In this session, you will learn how to use the Banner Advancement 8.0 Data Load Process (APPCUPD)to update the demographic data and external ratings that is returned to you by GG & A. Both functional and technical users will benefit from this session.Banner Advancement General Interest
1179: Advancement Performance Management Update (1179)
Back to top
Advancement Performance Management (APM) is a key initiative of SunGard Higher Education. APM includes components such as Data Visualization, Data Services, Performance Application, and Benchmarking. This session will provide an update on the APM initiative, including a demonstration of the development work that has been completed related to Performance Application, which includes the data structure, ETL, and pre-packaged Cognos content.1187: Advancement to Financial Aid Integration: Endowment Reporting (1187)
Back to top
Glad we integrated Banner Advancement with Financial Aid! This session describes how Oakland University created this integration, its benefits to development officers, stewardship officers, the financial aid staff along with senior management. MSAccess reporting and data controls will also be discussed and, as the title mentions, how this integration helped with the analysis of underwater endowments due to the recent financial crisis.0196: Banner Advancement 8.0 Enhancements (0196)
Back to top
This session provides the details of all the enhancements that have been made to the delivered APPSTDI process within Banner 8.0. Attendees will leave this session with a functional understanding of the flexibility and overall functionality of the Banner Student/Banner Advancement delivered process for promoting students to constituents. The wide range of options supporting a variety of institutional preferences and policies are supported by the enhanced APPSTDI process.0198: Banner Advancement 8.1 Features Review (0198)
Back to top
This session will review the new Banner Advancement features included in the 8.1 release from a functional perspective. Attendees will have a better understanding of the options available with the 8.1 release. Features covered include the new Mass Gift Entry form and the enhancements to Prospect Proposal tracking (AMAPROP).0027: Banner Moves Management & the Pipeline (0027)
Back to top
How to utilize Banner Advancement to set up a moves management and giving pipeline. Beginning discussion of what works and what does not as well concrete examples of how to get leadership buy-in.1010: Campaign Attainment - Banner Advancement (1010)
Back to top
Over the years, numerous approaches have been taken to calculate attainment for an institution's comprehensive capital campaign. Ohio Northern University is now in their third capital campaign since being live on Banner Advancement. This campaign will see attainment managed through baseline Banner Advancement forms. Yes, it can be done! The planning and preparation process, as well as, various demonstrations in both Banner Advancement and Luminis channels will be presented.0130: Implementing Prospect Management (0130)
Back to top
As part of its goal to improve the tracking of major gift prospects, the University of Denver recently implemented a prospect management system utilizing Banner Advancement 8.0 and Self-Service. This class, tailored to functional Banner users, is presented by the University of Denver's Prospect Manager and Researcher, Justin Shaw, who, with nearly four years of Banner Advancement experience, will cover the many steps involved in implementing a prospect management system from start to finish at the University of Denver. Topics to be addressed include: the logic leading to the University's selection of particular Banner forms, validation tables and codes to meet its business needs; challenges presented by Banner's current business logic and how the University worked around them; and modifications made to Banner forms, base tables, validation codes, and Development Officers' Self-Service to ensure that the University of Denver's prospect management system was successful in both its implementation and its long-term use.0761: Importing Gift Data from Third Parties (0761)
Back to top
Many schools use telefundraising software for their phonathon programs. This session will show you how to mass load pledges using the Advancement Telemarketing Process (AGPTLMK) and how to load credit card gifts using the new External Gift Load Process (AGPEXGF)delivered with Banner Advancement 8.1.0581: Inside the VSE Report (0581)
Back to top
The VSE Report is the most important measure of fund raising success at your institution. It is scrutinized by your management and trustees, grant makers, other institutions, and the media. So, it's crucial to get the numbers right. This session will provide a review of the ADPVSER program code to show how the report compiles and where the information for each section comes from, and provide tips for troubleshooting. To get the most out of this session, you should be familiar with the set up in Banner Advancement. Both functional users and technical support will benefit.1044: ODS Reporting for Banner Advancement (1044)
Back to top
This presentation will explore the reporting of data from Banner Advancement through the use of the Operational Data Store. A panel will be included to compare/contrast the use of the ODS with various vendor's report writing tools.0793: Planned Giving for Banner Advancement (BOF) (0793)
Back to top
Planned gifts are recorded within Banner Advancement from within Gifts, Pledges, and utilization of the auxiliary forms. There is not currently a place where the overall planned gift can be viewed in its entirety. Join this discussion to review and provide feedback on proposal for providing a consolidated picture of an individuals' planned gifts to Advancement staff.0442: Pledge Deductions: Advancement to Human Resources and Back (0442)
Back to top
Pledge deductions can be an easy way to help raise money and contributions to your institution. The process in which to process those pledges should be seamless to make the process as efficient as possible. Come see the process start to finish beginning with a constituents pledge donation, set up, processing, payroll deduction creation and payroll process. The session will also hold tips and tricks to make your process as seamless as possible even in the midst of phased module go lives.0178: Telefund System Options: An Expert Panel (0178)
Back to top
Unhappy with your current Telefund set-up? Are you looking to switch? Curious about what others have been doing for theirs? Whether your school is too large for the paper cards or too small for a full blown outside system we have something worth hearing - an expert panel discussion about the various Telefund systems used across the nation.0487: Using Advancement Moves Management (BOF) (0487)
Back to top
This session will feature a discussion about the successful use of Banner Advancement Moves Management in Internet Native Banner and Self Service Banner and other related integration. This discussion will also address challenges advancement staff face when implementing and using moves management.0481: Using Banner Advancement Proposals (BOF) (0481)
Back to top
This session will feature a discussion about the successful use of Proposals within Banner Advancement. Topics that will be covered include using proposals effectively for prospects and projects as well as practical application of proposal functionality.0695: Using the New Mass Gift Entry Form (0695)
Back to top
This course will show participants how to use the new Mass Gift Entry form in Banner Advancement. This form is being used in Banner 8. Participants will learn how this form can be used in their day to day operations.General Interest - Advancement and Fundraising
1168: Advancement Data Visualization Case Study (1168)
Back to top
SunGard Higher Education has partnered with ADVIZOR to offer a new product offering called Advancement Data Visualization. This session will highlight case studies from clients who have successfully deployed this powerful solution. Learn about how to view advancement data in many different ways to enhance overall performance.1173: Advancement Data Visualization Solution (1173)
Back to top
SunGard Higher Education has partnered with ADVIZOR to offer a a new product offering called Advancement Data Visualization. Learn about how to view your advancement data in a different way and how to improve overall performance. This session will provide an overview and demonstration of the tool.0393: Beyond Lost Alumni (But That Too) (0393)
Back to top
Finding lost alumni is important, but it's also only part of the story. What can you do to keep your alumni from getting lost in the first place? And how good is that alumni information that you currently have in your database? This session will start with the basics of developing a plan to address the problem of lost alumni, review a variety of resources, include tips and tricks for helping your alumni stay "found," and consider options for drilling down into areas that might be worth a second look. We'll take some time along the way to look at the new USPS Move Update Standard, ways to meet the standard, and provide an overview of various USPS services. (Some of the resources and issues discussed will be specific to mailing in the US, but the general concepts should be applicable more broadly.)1015: FERPA and Advancement (1015)
Back to top
The (U.S.) Family Education Rights and Privacy Act (FERPA) says that education records are private and should be treated as confidential, and grants specific rights to parents or guardians or to the students themselves. It also sets the rules for the use of student records by educational institutions. Those rules include a variety of different provisions, and understanding them requires understanding technical terms like "directory information" and "education official." An institution's own disclosures and definitions under FERPA can also limit or extend permitted use of information. Because these records relate to students, interpretation of FERPA within a college or university often falls to the registrar or other student records staff, who may or may not have had the opportunity to understand and appreciate development and alumni relations activities. This session will examine FERPA from an advancement perspective, applying FERPA regulations to typical advancement activities. It will provide development and alumni relations professionals with the background that they need to participate in the shaping of institutional FERPA policies, and help student records staff understand how internal FERPA policies can empower advancement activities to the benefit of the entire school. The session will also summarize and assess the impact of the Department of Education's 2008 revision of the FERPA regulations.0369: Rebuilding a Donor Relations Program (0369)
Back to top
Successful donor relations programs today require an integrated and holistic approach. It requires far more than just thank you letters and occasional recognition events. This class will look at the myriad of activities we need to engage in related to this increasingly more complex field. We'll look at the changing face of fundraising, the Donor Bill of Rights, and the five-pointed star donor relations program.0338: Re-engaging the Disenchanted Donor (0338)
Back to top
We may not like to admit it, but there are things we do - or don't do - that really turn our donors off. And in an increasingly more competitive fundraising climate, we simply cannot afford to lose a donor. This class will look at common mistakes and actions that cause donors to disengage with hopes that we can avoid those situations. However, stuff happens. And so the class will also discuss what we can do to bring a donor back into the fold.0736: Request Tracking 8.0-From None to Done! (0736)
Back to top
Do you ever find yourself wondering "Whatever happened to that request from John?" or "I finished that request last month. Didn't I?" Have your users ever contacted your reporting/data processing personnel asking "What is the status of my request?" or "Why hasn't my request been fulfilled?" The robust solution the University of Idaho engineered is a Report and Data Request Tracking system that is housed within Self-Service Banner. Fully compatible with Banner 7.x and 8.0, it allows supervisors to assign requests to personnel and track data request statistics while enabling users to log in and view the status and priority of their requests. This presentation follows the technical steps taken to build the system using HTML and JavaScript within a homegrown self-service package. Complete with a demonstration, attendees can visualize the ease in which the system is set up and realize its versatility. This application greatly improves communication between data personnel and users while increasing the efficiency of your data processing unit. The target audience for this presentation includes any technical or functional users in need of a request management and tracking system.PowerCAMPUS Advancement Functional
PowerCAMPUS Advancement
0600: PowerCAMPUS Advancement (BOF) (0600)
Back to top
This interactive session will provide an opportunity to discuss best practices in Advancement. Bring your questions and topics.SmartCall
0194: Creating Successful Phonathon Leaders (0194)
Back to top
The challenges faced by university phonathons are becoming more varied and numerous. Now more than ever, effective student leaders are imperative to programmatic success. Motivating student managers to lead student callers requires teaching them accountability, strategic planning, and critical thinking skills. An effective student management team provides a cohesive, collaborative, and fun working environment. Their leadership is imperative to generating dollars and donors. Allison Saras and Megan Sneeringer, both former student callers and managers, now lead phonathons at Villanova University and Loyola College in Maryland respectively. Here are the steps they have taken to provide their student management team with the tools to succeed.Advance
0160: Parent Giving and the Phonathon (0160)
Back to top
Present ideas on how to initiate fundraising with parents of current students. It would incorporate use of the phonathon program and participation with the Parent Program already existing on campus. The idea is to share information on how to set up an effective fundraising campaign with parents using SmartCall as a support.0570: Segment and List Building Strategies (0570)
Back to top
Open discussion on how to segment and build lists that will maximize results. Share ideas and strategies.0298: Senior Class Giving (0298)
Back to top
92.5% of Dartmouth's Class of 2008 made gifts in support of the Senior Class Gift Program. This presentation will outline Dartmouth's senior gift program, review various strategies for soliciting seniors, and discuss the phonathon's role in reaching out to current students.0709: SmartCall and Smart Caller Performance (0709)
Back to top
When times get tough the tough get reporting. SmartCall offers a variety of tools to strengthen your calling program. Being a call center manager, you are no stranger to facing challenges on a daily basis. Especially in these times of economic hardships and troubles you must be on your toes about how to not only prepare and educate your callers, but also how to monitor caller performance and take a proactive approach to improving numbers across the board. By using SmartCall reporting tools you can identify problems and respond to them quickly and efficiently resulting in more dollars raised for your program.0295: Smartcall SIG Business Meeting (0295)
Back to top
Smartcall SIG Business MeetingEnrollment Management
1246: Recruiting & Admissions Performance (HOT) (1246)
Back to top
Banner EM Recruitment and Admission Performance includes scorecards, dashboards, reports, analytics and ad-hoc access. One hands-on session is not enough time to let you 'test drive' everything but we can show you a lot. During this session you will be given a sample scorecard and learn how to navigate through goals, objectives and Key Performance Indicators. You will also learn how to drill-down to reports, how to launch reports and how to create your own ad-hoc queries. Instructors will demonstrate techniques and then guide you through some easy, fun exercises.1245: Recruiting & Admissions Relationships 101 (R) (HOT ) (1245)
Back to top
This course is "Banner Enrollment Management Recruiting & Admissions Relationships 101." In this session you will be working directly with the new Enrollment Management solutions. During this session you will learn how to: * Use the Workspace, Profile Manager and Individual Profiles * Build Populations and Expressions * Build Communication Templates * Schedule & initiate a campaign with the Campaign Modeler * Understand Funnel Status and History of Interactions This course is intended for functional and technical personnel from Recruiting & Admissions departments who will use Banner Enrollment Management Recruiting & Admissions Relationships.Enrollment Management Advancement and Alumni Relations
0981: Banner EM for Alumni & Advancement (0981)
Back to top
Plans for the Banner Enrollment Management Suite (EM) include solutions for Advancement Relationships and Advancement Performance Management. Please join SunGard Higher Education for an update on our progress in the development of the Banner EM Suite. The functionality to be provided through the constituent relationship management (CRM) features of the EM Suite, along with improved business process automation and performance management capabilities, will enhance advancement office success in many ways.Enrollment Management Advisory Services
1056: CRM Practices of Higher Ed: A New Study (1056)
Back to top
Higher education is facing an era that will be marked by rapid and pervasive change. Shifting demographics, new educational delivery modalities, and progressively scare resources are just a few of the challenges upon us. As institutions are increasingly competing on the same value propositions (e.g. quality education, personalized attention, quality faculty), future success hinges upon an ability to differentiate by providing more and better services to students with the same, or even fewer, resources. As a result, constituent relationship management (CRM) solutions, by providing powerful tools to manage relationships more effectively, across the entire student lifecycle, will become an increasingly mission-critical application for higher education institutions. But is relationship management yet another application to implement, or something else? In this presentation, discover primary research study results on the relationship management practices of undergraduate enrollment. Based on the inputs of enrollment managers, benchmark your current efforts against your peers. Learn how CRM, in fact, is a strategy and a philosophy that encompasses the activities used to understand, target, and respond to prospective students and key constituents across online and offline communication channels. Discover best practices to take back to your campus.Enrollment Management General Interest
0986: EM Adventures (0986)
Back to top
Constituent relationship management (CRM) solutions are starting to make inroads in higher education. This panel discussion will bring together representatives from three early adopter Enrollment Management Recruiting & Admissions schools to talk about their EM projects and share the benefits and pitfalls they have experienced throughout their implementations with other organizations considering adopting a CRM solution. This session is appropriate for all interested in the topic of CRM systems and/or admissions. No prior technical knowledge is assumed.0656: EM is for Community Colleges, Too! (0656)
Back to top
Florida Keys Community College, like many other community colleges across the country, has had to come to terms that the idiom, "If you build it, they will come" is no longer feasible. Facing changing demographics in a unique geographic location has forced us to take action to preserve our institution, and not only manage enrollment, but dogmatically address its continuing decline. After struggling on our own for a couple years and working disjointedly with various consultants, we were approached by our SunGard account managers about engaging in the EM Relationships and Performance project. Our approach has been an exercise in reverse engineering, since we began without an institutional foundation for managing enrollment, and our success can be attributed to strategic guidance and help from SunGard consultants and project managers. In this session we will recap our implementation and discuss how we're using these advantageous resources.0195: EM=C˛ New Enrollment Management Formula (0195)
Back to top
It doesn’t take an Einstein to know that Enrollment Management (EM) needs to be reformulated for the new world of higher education – a world in which virtual communities proliferate, global boundaries are erased, “stealth applicants” abound, and U.S. News, MySpace and Facebook shape the expectations of those making college choice decisions. We propose a new formulation to better serve institutions in this rapidly changing world – an EM that builds lifelong relationships by cultivating, nurturing, and leveraging a Community of Communities (C˛) that includes communities of influence, as well as communities of students, faculty, alumni, advocates, donors and stewards. In this presentation, we will trace the evolution of Enrollment Management and describe the major forces that are reshaping the perception and practice of EM. We will lay out a conceptual framework for the new EM=C˛ paradigm and illustrate its application to real-life challenges facing enrollment managers and other institutional leaders. In the discussion that follows we will invite attendees to share their insights and experiences in light of this community-centric paradigm.0263: Enrollment Management for the CE Leader (0263)
Back to top
What's working in continuing and professional education enrollment management? While a number of institutions are making considerable progress in establishing outreach marketing best practices, many lack a comprehensive and integrated approach to shape and manage their desired student enrollments. Others fail to connect clear annual goals for learner acquisition and retention, to institutional mission and supporting resources. Enrollment management, a systemic, comprehensive, and data-driven approach to identify, attract, and enroll desired students, provides a well-developed paradigm for the continuing education leader. While often confined to the territory of the traditional student, an enrollment management approach crosses institutional enrollment typologies and is applicable to colleges and universities of any size or shape. In this session, discover the enrollment management essentials you need to know to compete in today's higher education environment. Learn the four pillars of enrollment management success. From recent primary research, determine how CE leaders employ enrollment management practices today, and uncover best practices to implement on your campus today.0482: Strategic Enrollment Planning (0482)
Back to top
While a number of institutionsprivate and publicare making considerable progress in establishing and executing best practices for the realization of annual marketing and recruitment goals, few have taken the step of connecting annual goals to the long-term strategic enrollment and fiscal needs of the institution. This type of strategic thinking is considerably more profound than what occurs on an annual basis. Issues such as institutional health (enrollment/fiscal), capacity, brand development, market position, program development, retention, etc., are best ascertained and achieved when planned over an extended period of time. This workshop will provide an introduction to the conceptualization involved complete with: • Why Strategic Enrollment Planning (SEP) is an emerging necessity for all institutions, especially in today's volatile environment; • The necessary steps to begin and execute the process; • Best practices for SEP; • Common pitfalls of SEP; and • Illustrations of successful SEP projects at private and public institutions.Enrollment Management Recruiting and Admissions
0554: Better Ways to Know your Prospects (0554)
Back to top
Banner Enrollment Management Recruiting and Admissions Relationships from a functional perspective. Come see how this Solution can give your Counselors the power to know their prospects. Bring the data you have gathered to your staff so they can spend more time learning about their prospects than they do looking for data on them. Use campaigns, email and targeted announcements to reach your propects. Join SunGard Higher Education as we explore easy ways to use the Banner Enrollment Managment Solution to reach your prospects and applicants to meet your enrollment goals. Let us show you how we can work as a team to bring this Solution to your campus.1092: EM Implementation - The DBA's View (1092)
Back to top
This presentation will describe the technical side of Lehigh University's implementation of SunGard Higher Education's Enrollment Management Recruiting and Admissions Relationships & Performance products. It will include a discussion of the challenges we encountered while implementing the EM Workspace, EM specific components of the ODS/EDW and our Cognos reporting environment. We will also look at new management and maintenance tasks in our production EM environment. This class is geared toward DBAs, programmers, and functional/tech users.0479: EM Implementation - The Funky Tech Take (0479)
Back to top
Lehigh University went live with Enrollment Management Recruiting and Admissions Relationships in July 2008 and Performance in November 2008. We will share with you our journey from development partner to early adopter. The session will focus heavily on the implementation of EM system from a functional and admissions point of view.0678: Fun with Funnels (0678)
Back to top
An introduction to the Admissions Funnel component of the Enrollment Management Recruiting and Admissions Relationships product from SunGard Higher Education. Lehigh University will share their experiences as we designed our funnel model, built the expressions for our funnel states and the scheduling of our funnel instances. We will also illustrate how the funnel is used with the EM Workspace and the reporting of funnel data through the tools provided with the Recruiting and Admissions Performance product.0760: Inside Banner Enrollment Management (0760)
Back to top
Take a functional look at the Banner Enrollment Management Solutions. How can SunGard Higher Education (SGHE) Professional Services Team assist you in implementing the EM Solutions. What are the things you need to think about to bring these Solutions to your campus? The Enrollment Management SGHE Team will show you how the Solutions work,where the data is stored in Banner and how you will be able to report on that data.0942: Let's Talk Technology! (0942)
Back to top
This session will provide an overview and open discussion on the technologies that enable our Enrollment Management Solutions. In this session we will focus on the Recruiting & Admissions Relationship and Performance solutions. Topics to be covered include: * Review of Solutions * Architectural Overview This session also will include an open panel discussion with members of the Enrollment Management Development team. Attendees will have the opportunity to ask the EM experts - so please bring your questions!0126: Mississippi State Eases Transition to New EM (0126)
Back to top
This presentation will talk about transitioning from non-EM recruiting tools to Sungard EM Relationships and Performance modules, and early adopter experience. It covers a wide array of topics starting from the business decision to implement EM, importance of on-going collaboration with IT and the Admissions office during and after the transition period, effects on end users, end-user training, comparison of business practices before and after going live with EM Relationships and Performance modules, and continued association with SunGard.0590: Recruiting & Admission Performance (0590)
Back to top
Monitoring the performance of your recruitment strategy is crucial to the recruiting and admissions process. Learn how the Banner Recruiting and Admissions Performance solution can enhance your ability to monitor and manage your recruitment strategies through the use of scorecards, dashboards and reports. The SunGard Higher Education team will talk about what is needed to implement this solution at your campus and how we will work together as a team to ensure a successful implementation for your institution.0814: Recruiting & Admissions Overview (EM) (0814)
Back to top
Introduction to the features and functionality delivered in Banner Enrollment Management Recruiting and Admissions Relationships and the Recruiting and Admissions Performance products. This session will present an overview of both the relationship and performance products and provide insights on how the functionality has provided value to our clients since released in 2008.0890: Recruiting & Admissions Performance (EM) (0890)
Back to top
Introduction to the features and functionality delivered in Banner Enrollment Management Recruiting and Admissions Performance. This session will include insight on value that clients have gained from this new solution since it was released in 2008 and review new features that have already been delivered and more planned for 2009.0860: Recruiting & Admissions Performance (HOT) (0860)
Back to top
Banner EM Recruitment and Admission Performance includes scorecards, dashboards, reports, analytics and ad-hoc access. One hands-on session is not enough time to let you 'test drive' everything but we can show you a lot. During this session you will be given a sample scorecard and learn how to navigate through goals, objectives and Key Performance Indicators. You will also learn how to drill-down to reports, how to launch reports and how to create your own ad-hoc queries. Instructors will demonstrate techniques and then guide you through some easy, fun exercises.0896: Recruiting & Admissions Relationships (EM) (0896)
Back to top
Introduction to the features and functionality delivered in Banner Enrollment Management Recruiting and Admissions Relationships. This session will include a look at how clients have successfully used this new solution since it was released in 2008 and review new features that have already been delivered and more planned for 2009.0919: Recruiting & Admissions Relationships 101 (HOT) (R) (0919)
Back to top
This course is "Banner Enrollment Management Recruiting & Admissions Relationships 101." In this session you will be working directly with the new Enrollment Management solutions. During this session you will learn how to: * Use the Workspace, Profile Manager and Individual Profiles * Build Populations and Expressions * Build Communication Templates * Schedule & initiate a campaign with the Campaign Modeler * Understand Funnel Status and History of Interactions This course is intended for functional and technical personnel from Recruiting & Admissions departments who will use Banner Enrollment Management Recruiting & Admissions Relationships.0895: Survivor: Enrollment Management (0895)
Back to top
A discussion of Old Dominion University's experiences as an early adopter and development partner in the implementation of Enrollment Management Recruiting and Admissions. The early bird may get the worm but once we have it what do we do with it! The session will be presented from a functional viewpoint, sharing the triumphs and tragedies, the successes and the failures of being one for the first schools to implement EM and the lessons learned along the way.0909: Transition to EM-RAR: Leading with your Strengths (0909)
Back to top
At SCAD the IT and Admission departments have been challenged to seamlessly transition from a third party admissions tool to the Banner / EM-RAR integrated solution. Throughout this presentation we will discuss the challenges we face and our strategy for success.0778: Using Campaigns to Manage an Event (0778)
Back to top
This presentation will focus on University of San Diego's approach to using Enrollment Management Campaigns to correspond with prospective students about an on campus Open House event. The presentation will examine the Open House campaign which included an initial invite, reminder invite to non-responders, confirmation email, reminder about event email, and thank you for attending email. During the presentation, I will discuss the general campaign model and business rules that were created as well as lessons learned and planned improvements for the next cycle. This presentation is targeted at new and functional admission staff of small to medium sized universities using Enrollment Management.Enrollment Management Student Retention and Engagement
0883: Student Retention Development Partners (0883)
Back to top
Members of the SunGard Higher Education (SGHE) Enrollment Management (Student Retention) Client Development Partner group will lead discussions on their significant role, participation and influence in decisions regarding the functional capabilities, design specifications, development, evaluation and testing of these new solutions. We will explore how the Client Development Partners work with the SGHE development team and their experiences over the past year.Financials and HR
Banner
0820: Banner Security Access Request Workflow (0820)
Back to top
Automated Request and approval process for requesting Banner account/access based on various banner security classes, including fund/org information. Use of a web services to post the request form on web to SunGard Higher Eduation Workflow for routing and approval. There have been many requests on listserv for sharing this knowledge and hence the need for this proposal.0808: How I Saved a Million + $$$ - UMDNJ (0808)
Back to top
This presentation will demonstrate how University of Medicine and Dentistry of New Jersey (UMDNJ) and you can use Banner ePrint to increase productivity with reports from Banner and other applications. We will also show how Banner ePrint eliminated the distribution of paper, decreased the time it takes to get information to end users and how this information can only be accessed by authorized end users. Banner ePrint can be used to contain adhoc reports, electronic files converted to text such as telephone bills, and other internal reporting which assists in improving productivity and performance. The process of transferring reports to Banner ePrint leads to a more streamlined efficient process. The current version of Banner ePrint is 3.2.1 and UMDNJ has been using it for eight (8) years. UMDNJ is currently on Banner 7.4 and has been using it for 14 years. The intended audience is for all universities that have reports to be viewed electronically. Specifically those areas in Finance, Human Resources, Payroll, Student, Accounts Receivable, Advancement and UDC areas. All are welcome.Banner Accounts Receivable
0408: A/R Refunds - Who Deserves the Credit? (0408)
Back to top
How do you know if you're really refunding your customers correctly? In this presentation, we'll show you how Southeast Missouri State University refunds our customers accurately through creative reporting without modifying Banner baseline forms — and without running popsels. While Banner flags everybody with a credit balance, not everyone deserves the credit. There may be issues due to: • Return of Federal Title IV funds, • recent uncleared check payments, • dropping below required hours for Federal Title IV funds, etc. We'll show how we have complimented TSRRFND by writing additional in-house software to enhance the refund process. These enhancements have been placed in Job Submission (GJAPCTL) to emulate Banner baseline. The major advantage of this Southeast-written enhancement is the automatic mass-unflagging of accounts that should not be refunded based upon user-defined criteria within the parameters of job submission. Additionally, our reports allow quick viewing of account and record information and provide details on accounts with a balance due after the refund has been processed due to Education Only on TIV through TVAAUTH. We'll also show how you can separate your actively enrolled students from your inactive (or non-) students. In the end, you'll know ... who deserves the credit.0101: Application & Unapplication of Payment (0101)
Back to top
So how does application of payment and Unapplication of payment work. What is really going on. Come find out. Is there an order to Application of Payment? Why does unapplication of payment work differently on-line from batch. Come find out the answers to these questions and others. TGRAPPL and TGRUNAP a key part of Banner AR. Application of Payment can be run on-line or in Batch. There can be a difference and most clients don't realize that. Also, there is a very specific order in which application of payment analyzes and applies payments. Again, most clients don't know or understand the proper order. This session is designed to review the order in which application payment applies transactions and to use the parameters to assist in getting the results that the client is hoping to achieve. Unapplication of payment is still a mystery to most clients. Users understand the on-line process, because the choose what to unapply, but the batch job has them scratching their heads in the dark. This session is an attempt to shed some light on what the batch job is really doing and why the results can be very different than when processed on-line.0108: Beyond 000 & 999 (Priority Codes) (0108)
Back to top
Have you ever wondered what the priority field is really used for on the Detail Code Control Form? Do you questions why the field is there if all charges are 999 and all payments are 000? This session will explain the mystery behind priority codes and how to utilize those codes to control the order in which charges are paid and the order that payments are used. Yes, you can control the order in which payments are used and the charges that those payments will apply to. See how priority codes really work. Examples of how to use priority codes and how to set-up priority codes to accomplish various application of payments will be demonstrated. Come see what you could be missing in your AR set-up.0265: Billing for Non Enrollments (0265)
Back to top
This session will help new and existing clients of Banner Accounts Receivable and Finance set up and bill individuals and companies for non-student related items. Examples include Facility Rental, Contract Training, and Catering. We use the Finance module for Accounts Receivable to do this. We will talk about the forms to be used, setting up detail codes, setting up customers on FOAIDEN, running TFRBILL, posting payments and reviewing aging reports.0840: Business Office Automation ROI @ JCCC (0840)
Back to top
This presentation will present a case study of the ROI achieved at Johnson County Community College by automating their business office. Topics include self service automation, reducing paper processes, generating revenue from Payment Plans, collecting payments from 3rd parties, and managing all commerce that happens on Campus.0657: CLM - Using CLM for Accounts Receivables (0657)
Back to top
This session is an interactive course to discuss the many different accounts that can be managed in CLM. We will share with you why and how other CLM users utilize CLM for accounts receivables. We will discuss the ease of loading accounts from Banner to CLM, security, advantages, interest accrual and general management of accounts. Discover the questions you will need answered before you decide if CLM is right for your accounts.1076: Detail Code Naming - As Easy as ABC (1076)
Back to top
Texas A&M University-Kingsville formulated an easy to use naming convention for detail codes by creative utilization of the alphabet combined with numbers. The results are detail codes that are easy to query and "wild-card" in Banner forms and various ad hoc reporting tools (WebFocus, Crystal, Oracle, etc.). By establishing an outline for a variety of groupings (tuition, fees, payments, etc.), detail codes follow a pattern that is easy to understand and easy to build on as needs arise. Clear and easy-to-follow examples will be provided. This session should prove most beneficial for institutions leaping to Banner.0071: ebilling From Start to Finish (0071)
Back to top
Using Evisions Script Director, Lehigh Carbon Community College took the leap to ebilling for Fall 2008. This session will review the process from the creation of a project plan to the postmortem review. Some highlights will include format of the bill,how long we store statements, who was involved in the process, tip and tricks. While the primary focus of this presentation is functional, it will include some high level technical aspects.0741: E-mail Billing - Another Solution (0741)
Back to top
In this day of instant, electronic communication printing and mailing paper bills is becoming a thing of the past. This session will detail how the University of Victoria used Banner AR with Population Selection/Letter Generation and Mail Merge to notify students of outstanding balances and link them to the self-service portal. This change is saving thousands of dollars each year in mailing costs and providing better service to the students.0281: FERPA/Agreement to Pay On-line (0281)
Back to top
RHIT is collecting the students agreement to pay their tuition and related fees during the on-line registration period. This agreement informs the student that collections costs will be added in the event that they default on their payments. RHIT has also developed an on-line FERPA authorization that is collected via the Banner Self-Service module. It automatically updates the stock Banner tables to alert cashiering staff when a restriction exists. The FERPA agreement is the first step in allowing parent access to view the student account on-line via our homegrown "WEB4PARENT" module.0261: Guide to Deposits in Banner (0261)
Back to top
This session will help new and existing clients of Banner Accounts Receivable and Finance set up and use the deposit tab on TSADETL and TFADETL for student and non-student deposits. We will discuss creating and building the deposit detail codes and the deposit payment detail codes, including the control forms that must be in place and the accounting on the detail codes. We will explain how to post the deposits both directly through Banner and by students through a web based interface. We will explain how and when deposits are released to the account. We will offer tips on making corrections and developing reports and reconciling. We began using the Deposit functionality of Banner in May 2007.0283: Managing Outside Scholarships (0283)
Back to top
This session will demonstrate how we are managing our outside scholarships. We have developed a process to identify the scholarships and attach the award to a donor's company account within Banner. This did require minor modifications to Banner. This process has helped us to be able to reconcile and know when a donor's payment is still outstanding. We use the Banner refunding process to issue refunds to the various donors when a student withdraws prior to the end of the term/year. We have also developed a report that provides the detail about the scholarships to our development office for recognition and honor roll reporting.0745: Reconciliation - Banner AR & Finance (0745)
Back to top
Reconciliation of the financial records is an important task for both AR and Finance users. This session will detail the procedures used to reconcile the AR system to the Finance system and explain the usage of the TGRRCON report.0250: Set-up & Use of Term-Based Detail Codes (0250)
Back to top
When should term-based accounting be used with detail codes? If I create term-based detail codes, must all detail codes be term-based? Come find out the answers to these questions and more. Find out how to set-up term based designators and how they are used in the GL interface of detail codes. Learn how to handle both tuition and Title IV accounting/reconciliation with term-based detail codes.0747: The 31 Flavors of Billing (0747)
Back to top
TSRCBIL is a powerful program that has many, many options. This session will explain each of the 31 parameters and include information and set-up and use of the Schedule/Bill rules.1071: Unifying Payments (1071)
Back to top
"Unifying Payments from Receipt to Reconciliation" See examples of how CORE's customers have improved their revenue collection process while leveraging Banner and the interoperability of CORE's robust revenue collection solutions. You will see case studies from a variety of customers showcasing how their institution leveraged the integration capabilities of CORE's interface to Banner to get the most out of their cashiering, self-service (web) and departmental deposit applications. In this informational session, learn how unified account information benefits your cashiering, self-service and departmental revenue processes. The session will illustrate how CORE's suite of revenue management solutions will introduce immediate increased efficiency to your school's financial environment. Learn about: • A consolidated user-interface showing the students adjusted balance • Generating summary totals for definable groups of detail codes • User-configurability • Check Imaging and ACH conversion • Maximizing your integration to SunGard Banner and Non-Banner financials • Comment writing, viewing and editing capabilities • Creation of fixed and dynamic payment plans • Student deposits, miscellaneous charges, targeted payments and more.Banner Document Management Suite
0396: Paperless Invoice Posting using BDMS (0396)
Back to top
In this session we will review why and how Dalhousie University decided to go from processing Accounts Payable invoices in Banner directly from the invoices received in Financial Services to Upfront Imaging Accounts Payable invoices, where the invoices are scanned in Application Xtender and the invoices are entered into Banner directly from the scanned images. We will review our process to make the transition paperless, hardware requirements, Xtender setup, plot invoice flow, develop procedures, test results, implementation, how the changes have impacted Accounts Payable and Financial Services and future plans for other types of Accounts Payable documents.0462: XteND Yourself: Imaging with INB & SSB (0462)
Back to top
In 2008, the University of Notre Dame implemented Banner Xtender Solutions (BXS) 7.2 as a replacement for its legacy Livelink document imaging system. During the course of the implementation, Notre Dame took advantage of out-of-the-box Xtender integration with INB, and also built custom Xtender applications, key reference tables and INB integration rules. In parallel with this effort, Notre Dame implemented GLez, a custom online series of drilldown reports deployed in SSB to provide financial information from the Banner financial ledgers. GLez is used for university budget management, financial transaction monitoring and financial reporting and is now integrated with Xtender to view scanned invoice images associated with financial transactions. This presentation is intended for those who are interested in integrating document imaging capabilities with INB and SSB or are just starting up an effort to do so. Lessons learned will be discussed regarding implementation, data conversion and integration with INB, SSB, and LDAP for user authentication. The team will also discuss process improvements that resulted from the BXS and GLez implementations.Banner Finance
0058: Access to Finance (0058)
Back to top
Microsoft Access 2007, a part of the Microsoft office suite, offers many interesting features that can help to make your daily work less strenuous. Often you have a pretty good idea what your final output (a report, a table or a chart) should be and where and what that data is in Banner. But how do you connect and tie all of these pieces together in a consistent way? In this class you will see how to use an ODBC connection to directly extract data from Banner tables and manipulate using both the Query Design and SQL View. Learn how to use the Cross tab to see multiple years of data side by side in one table such as the trial balance. Explore how quickly you can develop rapid prototypes and create a user form to control how much and what data is produced by a query or a report. See how to transform the trial balance data extract into useful charts offering a visualization of key performance results. Attendees can expect to take away a deeper understanding of the Access tool.0622: Advancement to Payroll to Finance (0622)
Back to top
This session will teach you how we automated payroll deductions. The presentation will walk you through all the Advancement forms, the Payroll forms, as well as the Finance forms. This will give you a comprehensive understanding of the entire automated payroll deduction process. It will provide a clear explanation of the relationships between each of the Banner modules affected by this process. This presentation will also offer tips for solving common problems with automated payroll deductions.0021: Banner Budget Planner (0021)
Back to top
How the University of New Mexico is using Budget Development and Salary Planner together in one system to create fiscal year budgets in a decentralized environment. Position budgets in Salary Planner are used to quantify 85% of the expense budget (salaries & fringe) by FOPA, then integrated in Budget Development to budget for other types of expenses as well as expected revenues. Annual salary increases are applied to Jobs. Distributions for jobs as well as positions are determined so that salaries are paid the same way they are budgeted. Executive management and end-user reports are provided for evaluation and approval prior to upload of position budgets to Banner HR, feed of original revenue and expenditure budget to Banner Finance, and loading of new effective-dated job records to Banner HR. In addition, the system has been developed to provide a tool for creating projections throughout the year as required for continual fiscal monitoring and reporting.0620: Banner Finance and the Auditor (0620)
Back to top
The session will review and illustrate what auditors need to know about Banner Finance. It will cover on-line queries, base line reports, and Finance module inter-relationships.0571: Budget Availability Checking with Teeth! (0571)
Back to top
Seven years after launching Banner Finance with Budget Availability Checking (BAVL) severity of WARNING (i.e. "please press enter to overspend"), McGill decided to upgrade BAVL severity to ERROR and encountered many unexpected subtleties. We'll talk you though our issues and considerations, as well as the solutions ultimately employed to ensure BAVL checking is always 100% accurate — and transparent to the end user. Topics covered: • An overview of the BAVL infrastructure • BAVL behavior with approvals ON, and our automation of NSF document disapproval • Our Finance Self-Service enhancements designed to support the end user • Fooling BAVL for Grant inception-to-date (ITD) related funds • Financial year end considerations • How to clean up Document Back Out table (FGRBAKO) • BAVL rebuild process (FGRBAVL) and the need for reconciliations • Transaction processing gotchas This session is geared toward all Banner Finance clients, particularly those who use or are interested in using BAVL to address financial controls. Our solutions will be discussed from both a functional and technical perspective. McGill is currently using Finance 7.3.0326: Dissecting Banner Finance Data (0326)
Back to top
If you think developing a good FOAPAL and hierarchy structure is all there is to Banner Financial data you will want to see what we learned and how we used that knowledge to interpret our data. Understanding all the "Behind the Scenes" processing that takes place in Banner Finance, as transactions post to the different ledgers, is essential to interpreting your financial data and building meaningful, accurate reports and analysis tools. After we established workable FOAPAL elements and completed basic data entry testing, we concentrated on reporting, and in doing so, discovered that Banner has multiple "Behind the Scenes" processes and elements that greatly affect financial reporting and data analysis. Rule Codes, Process Codes, Edit Codes, Field and Ledger Indicators; what do they all mean? Where can you locate these codes? We will share the things we learned that will help you to better understand your Banner Finance 7.3 data, therefore enabling you to design accurate and meaningful reports and analysis tools. This course is not about any specific reporting software, but rather a translation of Banner Finance data elements that are essential to reporting and analysis. We utilize PL/SQL Developer 7.1.3.1381 and Cognos Query, Analysis and Report Studios 8.2.0057: Excel in Finance (0057)
Back to top
Microsoft Excel 2007, one of the popular finance programs, offers many features that make analysis, extraction and transformation of data less of a chore. This class will show you how to take the SunGard Banner standard reports such as FARVHST, FGRBDSC, FGRODTA, FGRGLTA and FGRTBAL and manipulate them using Visual Basic for Applications (VBA). See how your financial statements and reports can then be very quickly generated in an automated fashion utilizing Excel tables and range names. Explore the use of Excel features such as pivot tables and conditional formatting in analyses such as of clearing and control accounts. View how to extract data directly from the underlying Banner tables using an ODBC connection. Attendees will receive the VBA coded application and can expect to take away valuable learning tools and tips to help make their work more enjoyable.0988: Expert Queries for Finance (0988)
Back to top
Have you ever wanted to display data in Banner for something you know is stored in the table but not available on the form to query? Well, Expert Queries are the tool! * Locate documents (completed or incomplete) by user id, organization code, or fund code * Locate open purchase orders for a specific blanket order * Locate posted encumbrances with changes pending * Locate Fixed Assets by user id, organization code, or date * Locate vendor ids by tax id number or address * View vendor history by due date0625: Fixed Assets in GASB (0625)
Back to top
The session will review how to handle fixed asset accounting in the Banner GASB reporting module.1208: HOT MODS for Banner Finance (1208)
Back to top
This session will highlight some really cool projects done by the SunGard Higher Education Customizations group. This year we will spotlight the Mechanical Journal Voucher, Third Party Charge Load and an Enhanced Registered - Not Paid process.0911: How We Utilize Workflow for Finance (0911)
Back to top
We will discuss how the University of Alaska uses Workflow to perform the following tasks: * Notify grant techs of requisitions and general encumbrances with sensitive items. This allows the grant tech to review and approve the purchase before it is posted in Banner. * Notify the Accounts Receivable Business Office of terminated funds on active detail codes. * Provide email notification for electronic student statements * Provide email notification for direct deposit * Provide email notification for garnishments.1057: Modern Eprocurement: A Turnkey Approach with ETSU and HACC (1057)
Back to top
Presented in case study format, Eric Zoetmulder of SciQuest, Kathy Kelley from East Tennessee State University and Tom Fogarty from HACC will discuss the benefits, market drivers and steps needed to leverage the new SciQuest's HigherMarkets Express for Banner. As colleges and universities work to address the realities of a tumultuous economic environment, the importance of a turnkey eprocurement solution and intuitive online shopping platform that is pre-configured to integrate seamlessly with SunGard Banner is readily apparent. Faced with decreasing legislative allocations, declining endowments and rising costs, the mandate to contain costs and generate efficiencies through a more strategic approach to procurement is universal in higher education. The panel will discuss these contributing trends, the benefits of a system that requires little IT support for implementation, and its value for mid-sized and small institutions—including community colleges. Attendees will learn how they can quickly bring enterprise-wide spending under management, secure better terms and conditions with suppliers, and achieve a transparent purchasing process that gives procurement and business officers alike the information they need to make strategic sourcing decisions.0614: Multiple Charts in Banner Finance (0614)
Back to top
The session will review and discuss the advantages and disadvantages of having multiple charts in the same Banner database. Some of the points to be covered are shared tables, reports, security, and approvals.0662: Non-Resident Alien Taxation (0662)
Back to top
This session will show how Western Kentucky University (WKU) implemented Non-Resident Alien taxation for our Accounts Payable vendors and our students in Banner. By using the 1099 tax process already designed into Banner as well as setting up federal rule codes, we could use base-line Banner forms with no in-house changes. For our Non-Resident Alien students who received scholarship funds that do not pay for tuition and fees, the scholarship process remains the same but a script creates charges on the student's account nightly. Reports are run to determine the amount to be sent to the IRS. Files are created at year end to be uploaded into the Windstar System. This session should be attended by Tax Accountants, Student and Finance programmers, Scholarship's personnel, Accounts Receivable's personnel, and Accounts Payable's personnel. Currently, WKU is on the following Banner versions: Accounts Receivables 7.3, Finance 7.3 and Student 7.4. My experience with Banner Financial Aid started in 1999, Banner Student in 2000 and Banner Finance in 2001.0961: Purchase to Payment - BDMS & Approvals (0961)
Back to top
Using a combination of Banner approvals and BDMS, WLU will explain how their on-line approval project was formulated and how Banner approvals and BDMS were integrated into the process for both invoices and requisitions. - Why on-line approvals - Payment processes at WLU - Overview of the project - Pros & Cons, Successes & Limitations - Where we are now0826: Relief for the Budget Request Headache (0826)
Back to top
Many campuses are trying to determine how to provide bottom up budget requests and transparency, and provide budget managers and budget office's the tools to sift through the multitudes of requests. By creating processes, forms and reports the Information Technology Systems Division of the University North Carolina Wilmington provided the budget office, budget managers, vice chancellors, and requesters the ability to make, review and approve budget requests. Budget Request forms were created in Banner to standardize the request entry format allowing for a uniform flow for the budget request submission process. We allowed for allocations to be tied to strategic goals and priorities; multi-year budgeting; cross-divisional collaboration; ease of feedback with reporting; and ease of viewing all changes made to a request. The Budget Office maintains full control of the system including all values displayed in drop down boxes, open/closed approval dates and cycles. Security is a combination of Banner form security and fund-org security. Budget approvals are based on a combination of fund-org security and the user's authority level. Multiple reports were created using SSRS making the requests and approvals transparent across the institution. Let us show you how to ease budget stress. Audience: Banner Finance, Budget Office/Budget Managers.0062: Tagging a Fixed Asset: 3, 2, 1 (0062)
Back to top
Tagging a fixed asset is not as straight forward as it may seem. There are 3 disciplines that are essential in tagging a fixed asset: IT, Finance, and Fixed Asset Management. There are 2 formats associated with tagging assets: electronically and physically. And, 1 number gets you all the information of any asset. The College of W&M has just completed the conversion & implementation process of its legacy fixed asset system into Banner Finance Fixed Assets. The purpose of this presentation is to demonstrate how the College is working to provide the most accurate fixed asset reporting and accountable database via Banner Finance Fixed Assets System.0594: The Many Budget Tools of Banner (HOT) (0594)
Back to top
There are a wide variety of tools available within Banner that provides Budget Offices with flexibility and efficiency in establishing and maintaining budgets. At EIU, the Budget Office utilizes Budget Development, Spreadsheet Budgeting, Salary Planner and FUPLOAD. Depending on our task, we choose the Banner tool that will provide the optimal results. We begin our budget year in the spring establishing temporary budgets in Banner Finance for the upcoming fiscal year (July 1). To accomplish this, we use the FUPLOAD process to establish the temporary budgets. Spreadsheet Budgeting and Budget Development are both used in the process of determining the permanent budget. After the permanent budget is finalized, we reverse the FUPLOAD of the temporary budgets and establish the permanent budget for the new fiscal year with Budget Development. On the Banner HR side, Salary Planner and Spreadsheet Budgeting are both utilized to ensure accuracy of our position budgets prior to the roll process into the new fiscal year. In addition to the active position budget that we maintain throughout the year representing our Current Position Budget, we establish two working budgets (Original Position Budget and Future Position Budget)for reporting purposes.0229: VBS Total Independence Finance Operation (0229)
Back to top
Implementing VBS in Banner Finance, to separate accounting transactions, vendors, commodities, buyers, agencies, procedures, reports, approvals, security and AR non student by COAS, besides the Fund/Organization/Rules standard security, and implementing specific users access by value.0409: What You Really Need To Know About Rules (0409)
Back to top
Rule codes are the guts of the Banner Finance system. This class will show you how to select balancing methods, edits, and process codes from the hundreds of available options to build your own rule codes. Although Banner Finance is delivered with a full set of rule codes, the ability to create your own rules is a great feature and enables you to make Banner Finance work for you.Banner Human Resources
0171: 300 Timekeepers and Banner Time Entry (0171)
Back to top
Yes, your campus can use baseline Banner HR to enter time records with minimal errors! At Wichita State University, over 300 department timekeepers use PHATIME, PHIETIM and PHADSUM twice a month to enter, review, and approve an average of 4,000 time records. Our primary and proxy timekeepers enter their departmental time records in Banner with a success rate of over 98%. In addition to reviewing WSU's training plan and extensive learning materials, attendees will see examples of our bi-weekly timekeeping newsletter used to keep managers and timekeepers appraised of data entry problems and solutions. We'll also share information on our secondary training session, Tips, Tricks and Traps, that was developed about six months after "go-live" and continues to be well attended by new and seasoned timekeepers alike. Time entry can fly at your campus too!0938: A Setup Guide for Online Open Enrollment (0938)
Back to top
This presentation will demonstrate setup and implementation of the Employee Self-Service open enrollment module by Macalester College. Included will be a step by step setup of the system; development of successful benefit categories and groupings, using Web descriptors to inform employees; setting precluded rules for benefit/deduction code relationships, and strategies for dealing with some system limitations. Also, discussed will be utilization of the Luminis portal, Web Tailor, and other tools to make the experience customized to the individual benefit plan of the school. This presentation is intended (though not limited to) benefit administrators and functional administrators for Banner HR. Macalester currently uses Banner HR 7.2.1211: Banner HR and Kronos Interface (1211)
Back to top
This session will discuss the integration of the Banner HR and Kronos systems that the SunGard Higher Education Customization Services team built for a large university. Through this bi-directional integration, employee, employee jobs, employee leaves, supervisor, manager, department, pay calendar, and time card information is integrated. Topics will include Kronos implementation choices (i.e. elements of labor level set), and the XML and flat files produced and used in the integration.0390: Banner HR Integration with PeopleAdmin (0390)
Back to top
This presentation will review the process flow of the integration and automation between PeopleAdmin's Applicant Tracking Module and Banner HR. The integration requires several connection points between PeopleAdmin, secure servers, FTP processes, email account creations, Luminis roles, AppWorx, and Banner. The target audience should be staff that has technical responsibilities with integrations and automation within HR, along with functional users who want to see the interface in action.0439: Banner HR New Implementation (BOF) (0439)
Back to top
Are you a new user to Banner? Would you like to know the lessons learned from others during their implementations? This Birds-of-a-Feather (BOF) session will allow you an opportunity to discuss with your peers how they have organized their implementation, team structures, training and implementation strategies.0348: Complex Benefits Set Up (0348)
Back to top
In this session, the set-up of complex benefits and deductions in Banner HR will be highlighted. Included will be how to set up a "stipend" to reimburse employees for disability insurance and gross it up for tax purposes, wage garnishments that go beyond the standard delivered calc rules, interfacing benefits information from a file provided by a third-party vendor, and many more.0350: Complex Payroll Adjustments (0350)
Back to top
In this session, complicated Banner HR payroll adjustments on PHAADJT will be discussed. Such things as how to handle paying the wrong employee, reconciling a situation where the same employee has been paid under multiple PIDMs (an employee with duplicate PIDMs that was both hired and paid), correcting applicable gross for tax purposes without touching gross and net pay, reissuing only part of a payroll when an employee has multiple direct deposits and the bank returns one of them, plus a few others will be highlighted.0440: Creative Utilization of NHIDIST (0440)
Back to top
It can be difficult to identify information passed from Banner HR to Finance. By creatively utilizing NHIDIST, it is possible to assist in the reconciliation of payroll, create queries and identify ways to report and reconcile benefit costs, and review position budget, payroll, and encumbrance feeds. This course will provide an opportunity to learn the power of this form and identify ways for your institution to creatively use this form to troubleshoot, reconcile, and report HR and payroll data.0292: Enhanced Labor Redistributions 8.1 (0292)
Back to top
This session will focus on the enhanced functionality in Banner HR 8.1 (October 2008 release) for labor redistributions. With this enhancement, labor redistribution transactions can now originate in Employee Self-Service. New approval and routing queues are established within Banner that will allow you to designate individuals to either enter labor redistribution changes or approve them. This enhancement supplements the current functionality on the Labor Redistribution Form (PHAREDS) within Banner today, but will allow you to provide a method to enter and approve these changes in a de-centralized manner through Employee Self-Service as needed. Adobe Flex is used for the user interface for this enhancement. This functionality can be used separately or in conjunction with the Effort Certification Reporting enhancement that is presented in the session "Effort Certification Reporting 8.1."0428: EPAF (BOF) (0428)
Back to top
EPAF implementations are unique based on your institution's business. Each campus has brought new ideas, implementation styles, and various ways of flexible utilization. In this Birds-of-a-Feather (BOF) open discussion, come talk to your peers about their usage of EPAF functionality, offer suggestions from your own implementation of EPAF's, or hear about how to get started implementing EPAFs.0401: EPAF'S on a Smaller Scale (0401)
Back to top
In this session, Mesa State College (MSC) will discuss their usage of Electronic Personnel Action Forms (EPAFs), Self-Service, and Luminis to streamline the job Assignment approval and creation process. MSC’s President was weary of seeing paper contracts for faculty and staff job assignments cross his desk for signature approval. MSC’s process for creating job assignments for annual job renewal, supplemental assignments or special projects required the HR department to create and the President to sign paper contracts. The President was frustrated with the number of contracts he was asked to approve every month and that he had no way to see the total compensation an employee received for all contracts. Often, contracts for part-time personnel would arrive for his approval after the employee had begun work. Our job assignment and approval process was out of date and not well defined. Learn how one MSC team consisting of members from IT, HR, Academic Affairs, Finance and Budget created a process using a variety of Banner tools to create an effective job assignment creation process. The new process eliminates paper contracts, notifies employees of approval of new assignments electronically and provides the President with the information he requires to make informed decisions.0391: Faculty Load and Compensation: Part 1 (0391)
Back to top
To assist in managing Faculty Compensation, a new Employee Self-Service module was delivered with Banner 8.0. With this new functionality, you can '"connect" Banner Student Faculty instructional and non-instructional assignments to Banner Human Resources to effectively manage compensation in a distributed environment. The Faculty Load and Compensation Module (FLAC) enables an institution to react quickly to payroll demands at the beginning of a term, allowing administrators to review and approve Faculty compensation components and providing an automated upload to prepare job assignments. We'll also share information on the optional usage of Workflow and the Banner Document Management Suite as part of this new functionality. In Part 1, we will discuss the components of the system where Academic Administration and Human Resources should work closely together to take advantage of this automation. This session is geared to practitioners that plan and execute academic compensation, as well as Human Resource/Payroll staff that are responsible for payment.0403: Faculty Load and Compensation: Part 2 (0403)
Back to top
To assist in managing Faculty Compensation, a new Employee Self-Service module was delivered with Banner 8.0. With this new functionality, you can '"connect" Banner Student Faculty instructional and non-instructional assignments to Banner Human Resources to effectively manage compensation in a distributed environment. The Faculty Load and Compensation Module (FLAC) enables an institution to react quickly to payroll demands at the beginning of a term, allowing administrators to review and approve Faculty compensation components and providing an automated upload to prepare job assignments. We'll also share information on the optional usage of Workflow and the Banner Document Management Suite as part of this new functionality. In Part 2, we will continue our discussion on this enhancement and describe the construction of the system rules and usage of the Employee Self-Service application for Faculty and Administrators. This session is geared to practitioners that plan and execute academic compensation, as well as Human Resource/Payroll staff that are responsible for payment.0430: Fiscal Year End: Timing for HR & FI (0430)
Back to top
We invite you to participate in a joint session with Banner HR and Finance to review the steps needed for fiscal year end. Timing is critical and steps are crucial to making the general process effective and clean. Identifying those responsible, the timeframe in which to begin and end the process and the affect on the others' daily practices will be the focus in this presentation.0432: Fringe Budgeting and Encumbering (0432)
Back to top
There are many tools available to help develop, budget, and encumber salaries, but what about fringe expenses? This session will initiate the discussions of the options available to you to budget for, maintain, and/or encumber fringe expenses. We invite you to come see how this module within Banner HR can help plan your new fiscal year as part of your budgets and commitments.0434: Implementing EPAFs (0434)
Back to top
Are you interested in learning more about how to set up and use the Banner HR Electronic Personnel Action Form (EPAF) functionality? In this session, you will learn the concepts, ways to create various types of EPAF's with an effective outcome, and implementation strategies. There will be a review of the validation and rule form set-up, along with routing queues. Additionally, end user training hints and tips, security for effective decentralization, and post go-live maintenance of the EPAF infrastructure will be discussed.0429: Importance of Faculty Tracking (0429)
Back to top
What is faculty tracking, what does it impact, and who is responsible for it? In this session come review the importance of faculty tracking, those involved in collecting and maintaining the data and the relevance of the material within the UDC practices at your institution. The Faculty Action Tracking Form (PEAFACT) will be discussed.0437: Integrating EPAFs with Workflow (0437)
Back to top
You may have heard that EPAFs takes the place of Workflow or Workflow takes the place of EPAFs. In fact, the two products are very different! However they compliment each other very nicely for communication, trigger based events for EPAF processing and routing queue development, data integrity checks and overall efficiency gains. Come see how the two tools work together to make the electronic venue of personnel actions smooth, concise and clearly defined.0438: Intro to Payroll Reconciliation (0438)
Back to top
Now that Banner payroll is off and running, how do you match up numbers? During this session, you will learn ways to reconcile payroll, important factors to keep in mind during the reconciliation process, and places to confirm actual dollar amounts.0970: Leave Reporting Tips, Tricks, & Reports (0970)
Back to top
This session will review some of the decisions that University of Richmond made in implementing Leave Reporting for our exempt employees. We will go over our set-up and rollout of Leave Reporting, including documents produced by UR. We will review our in-house developed audit reports to help ensure approvals run smoothly in order for employees to submit their exception time. This session will benefit HR and Payroll personnel as well as their technical support who are considering using Leave Reporting in Employee Self-Service.0838: Live from the Budget Office: Top Ten FAQs (0838)
Back to top
The Budget Office is responsible for making important decisions that will impact vital processes and reports campus-wide. In this course, Eastern Illinois University will provide the Top Ten Budget Office questions that need to be addressed prior to Go-Live. 10. To feed or not to feed, that is the question. The pros and cons of feeding Banner HR information to Finance are considered. 9. Position Budgets (Original, Current, Future) - What information will you need for your reports? 8. Budget FTE, Budget Appointment, Job FTE, Job Appointment Percentage: The Great Debate. 7. Roll with it... Will you be rolling Salary or Budgets to NBAPBUD next year? 6. Attributes can make your life much easier. What are attributes and when are they useful? 5. What tools and processes will you use to establish original budgets in Finance? Consider the many options...Budget Development, Spreadsheet Budgeting, FUPLOADs. 4. What tools/processes will you use for Salary Increases? Salary Planner has many advantages. 3. Campus Communication from the Budget Office. What does the campus need to know and when to tell them? 2. Documentation: Step by step guides to keep you on track. 1. Reports, reports, reports: What budget reports are essential at Go-Live?0182: Misc. Enhancements in Banner HR 8.x (0182)
Back to top
Come hear highlights of some of the smaller enhancements (i.e. Benefit/Deduction Combined Limit Processing, new tabbed forms, updates to EPAFs) that were provided in Banner HR 8.0, along with some future RPEs we have on tap for 8.x releases in 2009. You'll also hear about some of the recent U.S. regulatory releases that included new functionality for FMLA and a self-service survey tool for the entering of multiple race and ethnicity information. Additionally, some of the Banner General 8.0 enhancements like the Globalization changes and the Supplemental Data Engine will also be presented from an HR perspective.0186: Multiple-Year Encumbering (0186)
Back to top
In this session, you'll learn about the Banner HR 8.0 Multiple-Year Encumbering (MYE) enhancement and how it allows you to calculate grant related labor encumbrances that span beyond the current fiscal year. You will see how you can use this enhancement to track labor and fringe encumbrances related to grant management more effectively and how utilizing grant information from the Banner Finance product allows for improved matching of grant budgets to labor encumbrances. After this session you will have an understanding of how you can match grant budgets and commitments; how to control MYE from Finance; and how to see detailed components of the encumbrance calculation. This session is targeted to institutions already familiar with the Banner labor encumbering process.0238: Payroll Disaster Recovery Planning (0238)
Back to top
In this presentation, the University System of New Hampshire (USNH) shares their experiences with developing a Payroll Disaster Recovery Plan using a five step process designed to inform, educate, and guide preparation. Following a series of disasters which achieved national attention, the USNH Information Technology Planning and Advisory Committee commissioned a steering committee to review and coordinate business continuity planning efforts. The committee recognized that a comprehensive plan would require a significant amount of time to prepare and a large capital expense to implement. One of three critical functions the committee identified was the ability to pay employees regardless of the scope and duration of the disaster event. A Payroll Disaster Recovery team was formed to prepare a disaster recovery plan. The five steps used to develop the plan include: 1. Education a. Review of existing Backup/Recovery procedures b. Overview of current "hot site" arrangements c. Existing procedures to react to a Network Outage d. Review of disaster recovery plans from other Universities e. Other; 2. Define Payroll Processes; 3. Identify Disasters a. Initial identification of all permutations and combinations of disaster events b. Assess probability of occurrence of events; 4. Prepare Plans for all eventualities; 5. Test Plans.0231: Position Control & Budget Interface to Finance (0231)
Back to top
The session focuses on Position Control Budgeting and the relationship between Banner HR and Finance. We will examine the information flow from Position Control to Finance and will provide an opportunity to discuss current needs between Position Control and your budgets. Included will be a discussion of the set up, validations, rules, and processes required to implement and maintain the system relationships. We will also discuss training approaches for Position Control.0635: Reimplementation Success Lessons Learned (0635)
Back to top
The implementation of Banner places tremendous stress on employees, business processes, and overall campus operations. Working with a small staff of two, then three (with the payroll function being added to HR during implementation) the State Fair Community College HR staff accomplished what many said was impossible and went live in January 2006. In 2008, SunGard Managed Services conducted a Business Process Analysis for the HR/Payroll function and had numerous recommendations for improvement. Attendees will participate in an interactive session, receive lessons learned from our implementation, and then double the lessons learned through a Banner reimplementation. This session will prove to be beneficial for any level of Banner user, from those who are beginning implementation, or a seasoned Banner user who is preparing for improvements and possible reimplementation. Topics that will be covered (but not limited to) include: Web Time Entry, payroll reports, Position Control best practices, leaves and terminations, employee communications utilizing the portal, salary administration, utilizing Banner for FMLA, usage of Worker's Compensation tracking, integrating Banner Student with employees to allow all employees to enroll in non-credit courses, and much more!0576: Salary Planner - How to Set it Up (0576)
Back to top
In this class, participants will learn from the University of West Florida how to set up the validation and rule forms that are required for implementing and using Salary Planner within Banner HR and Employee Self-Service. The class is targeted toward functional users and technical staff that would be responsible for implementing Salary Planner.0446: Student Employment Start to Finish (0446)
Back to top
When a student gets a job where does he/she go: Financial Aid, HR or Admissions? Where does this person fit and how do they fit into any one particular role? Who processes paperwork, collects and inputs the data into Banner? How does payment history interface to granted/accepted awards? This session will review the student employment process initiating with discussions on financial aid awards, institutional student worker jobs, processing needed information for Banner HR/Payroll processing, paying the student employee and interfacing payment history against Financial Aid granted awards. We'll review the process start to finish from hiring to termination of student employees.0448: We are Live - Now What? (0448)
Back to top
Congratulations on going live! Now that you know the basic functionality of Banner HR, let's look at some other features that will make your job more effective. Go Green! Look at your processes and map out which ones can go paperless: EPAFs-what are they? Electronic Time Entry-Will it work for you? Workflow-How many times is that piece of paper being touched? Self Service-It's time to let the employees get their own answers! Now that you have been live, what processes do you want to improve?0929: Web Time Entry (We did it. So can You!) (0929)
Back to top
San Mateo Community College has used Web Time Entry (WTE) to replace paper timesheets for approximately 500 students and other part-time hourly workers. This comprehensive presentation will explain the steps needed to set up employees and approvers in Banner. You will see how an employee enters time on Employee Self Service and how an approver reviews and approves an employee's time. We will offer examples of errors that can be encountered along the way and more importantly, how to resolve them. Our approach to training, both initial and ongoing, will be discussed. A large part of our success with WTE is attributable to a collection of external programs we have written to monitor the process. We want to do as much checking ahead of time as possible to assure that an employee will be able to see and use the timesheet the first time it is opened. Also, we have found that users and approvers sometimes need prompting to get time entered and approved by our established cut-off dates. We have developed programs that send reminder emails to approvers. Finally, we will offer a brief technical note about the tables behind WTE and how they are linked. No modifications have been done to baseline, but we will describe custom programs created to augment the process. We will show 7.2 screen shots.0449: Windstar Intl Tax Nav for Banner Interface (0449)
Back to top
The focus of this session is to highlight the Windstar International Tax Navigator for Banner interface and how this solution can help you easily maintain non-resident alien compliance on your campus. This bi-directional interface allows for the sharing of employee data, year-to-date earnings, and deduction set-ups for foreign nationals between Banner HR and International Tax Navigator. Both Windstar and SunGard Higher Education clients can take advantage of functionality in both systems, while staying in compliance with those complex government regulations. This presentation will cover the set-up of the interface with Banner HR, the end result of the interface process, and tips on how to avoid common mistakes during implementation.Sponsored Research
0290: Effort Certification Reporting 8.1 (0290)
Back to top
This session will focus on new functionality in Banner HR 8.1 (October 2008 release) that facilitates effort certification reporting for research institutions. Specifically, in the U.S., the (OMB) Circular A-21 (Cost Principles for Educational Institutions) requires faculty and staff involved in federally sponsored research to report activities for which they are compensated for each academic term or no less often than every six months. Using the "after the fact" reporting methodology, Banner Employee Self-Service has been expanded to allow effort certification reporting review and certification by designated individuals. This functionality includes the automated routing of the report for review and certification. In this session, we'll show you the rules setup and the Adobe Flex web pages for effort reporting, including Voluntary Uncommitted Cost Sharing. Please attend "Enhanced Labor Redistribution Processing 8.1" for additional information on labor distribution changes associated with this process.General Interest - All
1077: Managing the Perfect Storm (1077)
Back to top
Is your institution struggling to maintain control of eCommerce across campus? When an institution is spread across multiple locations, or has numerous departments it can be challenging to ensure standard secure payment practices while at the same time keeping costs down and providing customer service. Learn what Mississippi State did to manage its campus commerce to ensure that payments are being processed securely and to centralize its processes. This presentation focuses on: • The challenges of commerce in higher education • Managing compliance with PCI Data Security, GLBA and NACHA regulations • Best practices • Reporting0450: Developing Efficient Process Flows (0450)
Back to top
One of the challenges that the University of New Mexico (UNM) faced with implementing Banner was the lack of consistent, reliable internal process documentation related to our legacy systems. Much of the detailed knowledge was in the minds of key individuals. This required that our implementation team spend valuable time and resources researching and documenting systems we were replacing. Sound familiar? Having gone through this exercise, we determined that we needed a better process moving forward. To this end, UNM adopted a process management approach that combines the visual representation of drill down process maps with related narrative and forms, into a single, web-accessible location. Maps have been shown to improve communication of ideas (e.g., Newbern, Dansereau, & Pitre, 1999), facilitate production of insights (e.g., Newbern, Dansereau, Dees, 1997), and improve memory for content (e.g., Blankenship & Dansereau, 2000). Process maps can provide a wealth of information in a single location. Our focus and examples in this presentation will be on Banner Human Resources. We will also discuss the institutional mapping standards we have created and how we have organized and collaborated with the groups supporting the other Banner modules at UNM to provide an ERP solution.0232: Economic Impact on Higher Ed Workforce (0232)
Back to top
How is the economy impacting the higher education workforce? What are institutions doing to attract and retain key talent in our troubled economy? How are higher education leaders managing tighter budgets and keeping their employees engaged and motivated? Andy Brantley, President and CEO of CUPA-HR, will share examples from institutions across the country as well as some best practices from the private sector. Andy will also share the results of a recent study that CUPA-HR jointly conducted with the American Council on Education (ACE) to evaluate the demographics of the key campus positions that are typically considered to be the feeder positions for campus CEO roles. As many of our campus CEOs retire or reach retirement age, are there individuals in the pipeline to fill these vacancies? What are the demographics of the incumbents of these feeder positions? Is it true that higher education professionals must move to other campuses to advance their careers? Is there opportunity for more females and minorities to advance to campus CEO roles? Responses to these questions and future implications for higher education will be discussed by the session participants.0876: Payment Card Industry (PCI) Compliance (0876)
Back to top
The Payment Card Industry (PCI) Security Standards Council is a collective effort (VISA, MasterCard and other Card issuers) to create common data security requirements for credit card processing; it applies to payments made on the web, in person, or through paper. The overall objective is to prevent the unintended disclosure of credit card information, resulting fraud, and incredibly bad publicity. This session will overview the PCI data security requirements (version 1.1 released in September 2006), identify changes made in version 1.2 (October 2008), demonstrate how to calculate your Merchant “level”, and describe VCU’s initial Compliance Plan and Report.0103: PeopleAdmin Human Resource Modules (0103)
Back to top
PeopleAdmin provides Human Resource Solutions to automate many of the most paper intensive Human Resource Processes in Higher Education including Applicant Tracking, Position Management and Performance Management. During this session we will discuss how over 200 Institutions of Higher Education have selected PeopleAdmin to complement Banner Human Resources, while improving services to Applicants, Managers and the Campus Community.0823: ROI Case Studies- Campus Commerce (0823)
Back to top
In these times, doing more with less has never been more important. With enrollments on the rise and budgets extended to the max, how can you justify an investment in Business Office automation? This session will help you build that "Return on Investment" (ROI) model you need to get the solutions that will help you succeed in these challenging times. You need a Commerce Management System to not only automate your business office, but to secure your campus commerce. Learn how to justify your investment with an ROI that just might surprise you (and your boss).0050: Open Forum Discussion on PCI (BOF) (0050)
Back to top
Bring your PCI questions and share your PCI experiences in this open forum. We will discuss compliance challenges, best practices, interpretation of PCI standards, working with your card processor/acquirer, outsourcing applications and services, Visa's PA DSS mandates, and how to choose (and complete) the right Self-Assessment Questionnaire (SAQ).PowerCAMPUS
PowerCAMPUS Billing and Cash Receipts
0477: Action Rules for Billing (HOT) (0477)
Back to top
Learn how to write Action Rules for Billing, augmenting your student communication.PowerCAMPUS Finance (Microsoft Dynamics GP)
0155: Benefits Management and Open Enrollment (0155)
Back to top
This session will discuss both existing and new functionality available to clients that enable them to handle benefits for their employees in Dynamics GP Human Resources/Payroll as well as conduct open enrollment online using the Business Portal.0154: Business Portal Features (0154)
Back to top
This session will cover the features of Microsoft Dynamics Business Portal, touch on the setup of those features, discuss overlap with the PowerCAMPUS Portal and suggest potential functionality configurations for schools that will be deploying both portals. For the purpose of this session, we will be dealing with the MOSS-deployed version of the Business Portal.0989: Getting Started with Business Portal (0989)
Back to top
This course is designed to help clients in their implementation and roll-out of Microsoft Dynamics Business Portal. The major focuses of the course will be hierarchy creation, document library, and roll-out methodology as used at Urbana University during their recent implementation. The hierarchy discussion will focus on lessons learned in the creation and maintenance to assist participants on initial design to maximize efficiency and reduce redesign efforts. The course will address how Urbana University is using Business Portal in our efforts to become a greener organization as we move toward a paperless solution. We will also share our experiences in training end users and our roll-out philosophy which was very successful for our University.0607: Microsoft Dynamics GP (BOF) (0607)
Back to top
This interactive session will provide an opportunity to discuss best practices in Microsoft Dynamics GP. Bring your questions and topics.General Interest
S0005: Closing Session & Keynote Address (S0005)
Back to top
Jeffrey Zaslow will deliver the SunGard Summit closing address on Wednesday, March 25 at 8:00 am in Hall A of the Pennsylvania Convention Center. The program will include: * Special "San Francisco" Kick-off for Summit 2010 * Charity benefit raffle drawing * Keynote address - by Jeffrey Zaslow, senior writer and columnist for The Wall Street Journal.S0001: General Session & Keynote Address (S0001)
Back to top
SunGard Summit 2009 officially begins with our General Session and Keynote Address in Hall A of the Pennsylvania Convention Center. Andy Cooley, Senior Vice President, SunGard Higher Education will welcome you to Philadelphia and talk about the vision for the company. Maya Angelou, author, actress and civil rights leader will be the keynote speaker.S0004: Interdenominational Worship Service (S0004)
Back to top
Taylor University will host a time of worship and fellowship at the beginning of this important week. Our time together will include singing, prayer, a devotional message, and sharing with each other about the goodness of God. This worship time is informal and interdenominational. Please join us on Sunday, March 22 at 7:30 am.S0006: PLENARY - Higher Education and the World Citizen (S0006)
Back to top
Dramatic technological advances coupled with lowered trade, political, and social barriers have connected our world in a way that was inconceivable twenty years ago. In Hot, Flat and Crowded, Thomas Friedman talks about how "more people can plug and play, connect and collaborate, compete and innovate than ever before" and concludes that the key to leadership in this new global reality is education, education, education. In this plenary session, we will grapple with what that means for our institutions. Can we address the global challenges facing higher education todaychallenges around geography, poverty, mobility, internationalization, accountability, and fundingin order to support the citizens of tomorrow? We will explore the different ways that higher education around the world has responded to often complex social, political, and economic dynamics in its shared mission to shape a new world citizen, one who is connected, capable, creative, and aware.S0003: Summit Freshmen Orientation (S0003)
Back to top
Please join the SunGard Higher Education representatives as we welcome all first time Summit attendees to Philadelphia. You'll learn some tips and tricks for navigating your first Summit, along with other valuable SunGard Higher Education information and resources that you can take advantage of after the conference. This class is for anyone attending Summit for the first time.S0002: Welcome Reception (S0002)
Back to top
This networking event in the Collaborative Hall on Sunday evening will conclude the opening day's festivities with food & refreshments. Sponsored by UC4.General Interest - All
0773: A Proven Method for Strategic Planning (0773)
Back to top
This presentation concentrates on the methodology used to develop and implement the current Institutional Strategic Plan at The College of Southern Nevada (CSN). Planning at CSN is a continuous process with a three-year planning horizon, updated and evaluated annually. To engage on-going planning, a standing committee implements a collaborative and transparent strategic planning process, and a collaborative resource deployment process that links resource allocation and planning. All aspects of the planning process will be reviewed.0131: Answers From Students? Yes! Every Term! (0131)
Back to top
Let us show you how Colorado State University gets the answers we need from every student every term. From advising codes to emergency cell phone numbers, we get all the information through Registration Ready before a student may register. See how we do it and how it looks from a functional view with some technical references. Registration Ready is a CSU developed preface to registration that accomplishes the collection of information from students through the web. It is also where the advising code is collected and, once entered, removed from the student's record so it is not necessary to enter it every time the student wishes to make a registration adjustment for the term. Colorado State went live with Banner 7.x for Admissions in July 2006, Student Financial Services for aid year 2006-2007, and Registration in April 2007. We are in the process of upgrading to Banner 8 and have been on Banner for 4 years.0810: Business Continuity Plans: How to Begin? (0810)
Back to top
What would you do if you couldn't get to email for 3 days? How about your Banner system? What if it happens during registration? Grades? What would you do if you can't process payroll for 5 days. Whose job is it to worry about this anyway? Yikes! Where do I begin! In a society and an environment that has turned volatile, there could be any number of reasons for "outages". They could be weather related, utility power related, criminal activity related. But the real question at hand is: How can you continue your business of educating and housing students? How do you plan for that? Who on your campus is responsible for making sure you have the resources and the alternative options that you identify as necessary? Business Continuity Planning is the only way to prepare your institution. Join me to discuss this new discipline of administrative responsibility. We will cover options and plans used at other schools and the one in currently being adopted at Ramapo College of New Jersey. We will discuss opportunities for collaboration with other colleges and universities. Join us, bring your expertise and ideas!1133: Emergency Communications Site (1133)
Back to top
In the wake of the Virginia Tech incident fast emergency communications has become critical for institutions. This session will describe the types of communication, the importance of emergency communications and Western Washington University & Portland State University's implementation of an Emergency Communication site and the integration with Banner. This site provides internal and external communication via Web sites, news releases, mass email, text, and text to voice messaging. In addition constituents can submit inquiries on the web and receive responses from the administration. Templates can be set up to allow fast message creation. Banner students and employees can be loaded to allow fast constituent selection.0578: Going Green: Fad or Forever? (0578)
Back to top
Campuses are flooding the Green market in search of economic and eco-friendly products and services. Is this trend providing long-term campus solutions or is this merely a fad destined for the recycle bin?0720: MABUG: Mid-Atlantic Banner Users Group (BOF) (0720)
Back to top
MABUG Birds-of-a-Feather (BOF) meeting to bring members up-to-date with the MABUG organization and discuss future MABUG business.0218: PABUG Annual Meeting (0218)
Back to top
Please join the PABUG as we review the accomplishments of the past year and reveal what's in store for the year ahead. Meet with out-going and in-coming PABUG Officers and Track Leaders to learn more about how you can get involved. We encourage attendees from our neighboring states to join us and see what role you can play in this dynamic organization.1130: Superior Support: Key to Implementation (1130)
Back to top
How the University of San Diego supplemented the Technical Support staff by creating a dedicated help desk of functional and technical partners for our first online Banner student registration. This presentation will cover setting up a temporary support center, integrating it with the current support infrastructure, and providing superior customer service in a time where the system may not be at its most stable. By combining phone, email and instant message support along with inter-departmental communication and cooperation you can take a small knowledgeable staff and support thousands of students, staff and faculty as they are exposed to a new system while at the same time gracefully transitioning support to the help desk.0631: Targeted Communication Techniques to Connect with Users (0631)
Back to top
This class will demonstrate how a variety of techniques can be used effectively to connect with your user community. It will invite the user to think about the wide spectrum of marketing, PR and communication approaches which can be implemented across many different practice areas. The class will focus on specific tools which can be used to create a bespoke package of targeted communications, encompassing technologies, direct marketing methods with a holistic approach. Attendee's will be able to apply most or all of these techniques to any project undertaken, from quick office moves to complete system upgrades, ensuring a well informed, competent and happy user community.1248: Texas Connection Consortium (BOF) (1248)
Back to top
A meeting of the Texas Connection Member Institutions to discuss Texas specific topics and solutions.0704: Web 2.0 - Webcasting in Higher Education (0704)
Back to top
This presentation will detail the growing capabilities of new Web 2.0 technologies, with emphasis on the rapidly changing live video broadcasting capabilities that are impacting higher education. From live high quality video lectures, to easy desktop sharing, these new technologies now make it possible for faculty and staff to broadcast live video anywhere, anytime, from any device generating revolutionary academic and instructional strategies and tactics.0046: What's in a Name? Preferred Name at UVM (0046)
Back to top
No more cold, impersonal University. Come see how The University of Vermont (UVM) made modifications to collect and display preferred name on class rosters, advisor lists, and more. UVM has been on BANNER since 1995 and currently is on Student 7.3.3.Institutional Staff Training
0669: Connecting the Dots: Training a Campus (0669)
Back to top
Understanding and adapting to changes during and after a Banner implementation can be a frightening prospect for faculty, staff, and students, so Missouri State University has implemented a "Connect the Dots" approach to training in order to smooth the transition from the old to the new for our campus community. This presentation will describe the training and support plan implemented at Missouri State University, lessons learned as modules were launched and their impact on future training, and the interactions between training, documentation, and other forms of support that form the foundation for students, faculty, and staff to shift as smoothly as possible to using to new systems and participating in a new culture.IT Management General Interest
0049: PCI Implementation: A Survival Guide (0049)
Back to top
The Payment Card Industry Data Security Standard (PCI DSS) affects nearly every Higher Education institution. We need to begin with (and accept) two fundamental realities about PCI: your costs will increase; and you will change the way you take payment cards. Our focus, therefore, becomes how to minimize both the costs and disruption on campus. A "survival guide" might be helpful. As institutions work to achieve and maintain PCI compliance they find there is a lot of information available about PCI. Unfortunately they usually find there is a lot of misinformation available, too. In this session you will hear directly from a PCI expert and NACUBO's representative to the PCI Council about what PCI means to you and what you need to do to become PCI compliant. We will explore some important facts about PCI: what it is, what it is not, and what it means to your institution. We also will dispel some of the more common myths surrounding PCI and identify industry and community resources that can help your institution survive PCI compliance.Professional Development Softskills
0531: How To Empower & Enable Your IT Staff (0531)
Back to top
Institutions that kickoff large ERP or technology implementations seldom prepare all of the IT staff early on for the expected changes to their jobs. Training plans, organizational design, changes to existing processes, SWOT analysis of processes of management all need to be pro-actively addressed early on to optimize the success of your go-live. Best practices from previous clients are shared -- particularly those who migrated from legacy/mainframe environments.Training and Professional Development
0094: ABCs of Captivate and SnagIt (HOT) (0094)
Back to top
Would you like to create online training tutorials and assessments, but not sure which tools to use? Come to this HOT (hands on training) session to learn the ABC's of two fantastic tools: Captivate and SnagIt. SnagIt is an easy to use screen capture tool, perfect for your documentation and Adobe Captivate 3 enables you to create simulations, assessments and scenario-based tutorials without programming or multimedia skill. I will share some of my projects as examples, train attendees on the basics of how to use the programs and then allow participants plenty of time for exploration of the tools.0628: Building a Support Network (0628)
Back to top
How do you best assure implementation success, and the success of ongoing training and support efforts, while minimizing the load on IT Service Desk staff? “Connections” are the key. At Idaho State University, we decided that building a Support Network of “go-to” people in every area of our campus would be the instrumental factor. Come learn how we found that we could generate enthusiasm, communicate effectively and efficiently, get end users the assistance they need, and help the entire university negotiate change by constructing such a network. We’ll also review the research suggesting the value of online collaborative communities of practice, and discuss using the Groups feature in our Luminis portal to enhance the ongoing effectiveness of our network by encouraging it to grow into a self-perpetuating community of this type.0749: Creating a Data Integrity Team (BOF) (0749)
Back to top
The number of personnel entering data into student, financial, and human resource data management systems has increased exponentially over the past 10 years. With that many data entry "fingers" and transactions, data integrity has become a significant issue across the breadth of higher education. As a response to this problem, some institutions have created data integrity teams. This session will provide an opportunity for institutional researchers and data managers to discuss "how-to's" and potential pit-falls in developing such a working group. Facilitators will provide some "good practice" models gathered from a variety of higher education institutions.0309: Demonstrating Training's Effectiveness (0309)
Back to top
This session will discuss different options for measuring training's effectiveness at the individual, job and organizational level. Kirkpatrick's Four Levels of Evaluation will be explained and samples provided. This session will be the first step toward developing a training evaluation strategy.0081: Help!!! I Need to Train a University (0081)
Back to top
Do you need to train staff members at your university and you're not sure where to start? Or, are you currently live on Banner and interested in hearing our training plan prior to new release upgrades? At this session, I'll share: 1) the model that we used when we moved from SIS to Banner Student in 2004 2) the process that we use to train new employees 3) the repository for our documentation 4) the importance of refresher courses 5) the tools we use to train 200+ users when we upgrade to a new version of Banner such as our recent upgrade to Banner 8.1 6) how we use online training videos and assessments 7) the approval process that we use to request access to Banner Student. There's no need to reinvent the wheel. I will share many items that you can use upon your return to your university.0306: Making Learning a Memorable Event (0306)
Back to top
Wondering how to make your instruction more engaging and memorable? In this session, you'll be introduced to Robert Gange's events of instruction. Learn how to apply this nine-step approach to make your training and instruction more effective. Case studies and examples will be used to illustrate the concepts presented in this session. This session is appropriate for both trainers and faculty.0200: Servant Leadership (0200)
Back to top
The idea of a being simultaneously a leader and a follower to the same individuals may seem to be a complete paradox, though further examination identifies it as an innovative way to change, grow, and improve. Your people become responsible and the job of management is to be responsive to their people.0199: Servant Leadership Primer (0199)
Back to top
As a primer to Servant Leadership, Change Management is a major concern. Today, organizations are faced with the daunting task of producing more and more with ever decreasing resources. Leaders must deal with employee retention, the reality of waning loyalty, and the necessity of seeking commitment over conformity. This is a precursor for the Servant Leadership session.0035: SETA- Users, Code, Resources, Oh My! (0035)
Back to top
Come hear about SETA, a User Group for SunGard Higher Education products. See a demo of our Code Repository, where any SETA member can search for and download programs and scripts that have been submitted by SETA members; these files include software enhancements, documentation, SETA conference presentations, etc. Looking for a job or have a job opening? Being a SETA member allows you to search for and post job openings on-line free. We also provide an on-line membership directory that can only be accessed by members. SETA will provide three user conferences to be held Fall 2009.IT Management
24x7 help desk services
Help Desk Services- General
0882: How Good Is Your Help Desk? (0882)
Back to top
If you've ever wondered, "Just how good or bad is my help desk?", then you should attend this session! This session will look at the most common help desk performance measurements. We'll discuss what are the current industry standards? What are the trends on those standards? We delve into the importance of those standards including how they're measured and why they're measured. Improving certain performance metrics can result in improved customer satisfaction — do you know which ones? This session will help you benchmark your own help desk against the industry standards. Which areas are you exceeding the industry standards? Where are you below the standards? The information presented in this session will allow you to validate your perceptions and identify area to target for improvement.General Interest - Performance Management
1004: Automating Banner Jobs Using UC4 Software (1004)
Back to top
This informative presentation will demonstrate how automating SunGard Banner batch jobs eliminates manual effort, resulting in faster, more accurate processing with reduced latency and less downtime. Attendees will learn how to streamline and error-proof tasks like Disbursements, Payroll, Letter Generation, and more. The session will explain how users can: * Automate output distribution, so the data arrives in the hands of the person who needs it, when they need it. * View job status online from any web browser; no more logging-in to check files to determine process completion. * Create complex dependencies between Banner jobs, so that a job runs only after another has completed. Attendees will find out why so many institutions rely on UC4 Software to automate, integrate and accelerate their Banner processing. Hear Rhonda Baumgartner, an Applications Analyst at George Mason University present on the specifics of how Fiscal Services implemented UC4 to automate their daily Finance and AR processing. UC4 is also widely used as a report delivery mechanism at GMU distributing information via email and ePrint.0993: UC4 Software (BOF) (0993)
Back to top
UC4 Software is a leader in job scheduling and process automation solutions that span applications, departments and platforms to ensure that operations run more efficiently, execute more accurately and complete without interruption. UC4 solutions work with the SunGard's Banner® Unified Digital Campus to automate and manage tasks, queue jobs, balance batch loads from multiple departments, and provide immediate alerts in the event of a failure. SunGard Higher Education customers trust UC4 Software as their automation experts. In the face of tightened IT budgets, organizations are increasingly recognizing the benefits of automation software to deliver cost-effective processing and enhance performance. This Birds of a Feather (BOF) session will focus on ways educational institutions can ensure their critical processes function with accuracy and efficiency in an economical way. The discussion will be hosted by UC4 (formerly AppWorx) and user experts, and allow attendees to meet current UC4 users, learn how others use UC4 and SunGard, and provide answers to their specific questions.0266: Governing IT in Higher Ed (0266)
Back to top
IT governance is gradually becoming a hot topic in higher ed as reported in the latest ECAR research report. While nearly all respondents to the research survey claimed some IT governance activities, more than half remain bellow the repeatable level, while almost a third are at the initial stage. The role of governance in assuring alignment and optimization of technology investment can not be understated, and the pressure on institutions to develop and leverage a holistic governance framework will not only be driven by compliance and complexity constraints but also by funding and competitive constraints. This lecture will review the basic elements of the ITGI CoBIT 4.1, the industry premier IT governance framework and its utility and application in higher education.1165: New Offering: Project Management Service (1165)
Back to top
Let SunGard Higher Education help you implement or fine-tune your project management capabilities at your institution. Given our years of experience in project management and large scale ERP implementations, we can provide you with a new view into your organization by providing an assessment of your current operation, make recommendations to help enhance or create a new project management environment, and help you setup or enhance your project management office. We can also bring tailored project management training to you and your team. Or if you are overloaded or don't have the resources right now, outsource your projects to us and let us become an integral part of your team to help you get those projects managed efficiently and effectively. Either way, you can become more competitive by enhancing and streamlining your project management capabilities with us.0121: Oracle's 11g Database/GRID Control (0121)
Back to top
This session will show the key new features of the Oracle database 10g (11g) and highlight manageability using Grid Control. Enterprise Manager 10g Grid Control provides a single interface for monitoring and managing your entire Oracle eco-system. The base level functionality includes: enterprise health status including target availability, real-time monitoring and alerting, database/application server administration and maintenance, target grouping, job automation, and enterprise reporting.1073: Patch Management for Functional Users (1073)
Back to top
Go Ahead Cross the Streams: Patch Management in a cross-functional world. This presentation is aimed at helping you move away from an environment where patches and upgrades run you ragged as you try to keep up. Without appropriate management, patches can resemble the proverbial six hundred pound Twinkie ready to come out of containment. Join us for a tips, tricks and best practice session which will have you working as a cross-functional team in no time. Initially we will review the myths related to patch management and once we have the fact separated from fiction then we will evaluate how to manage that environment cross-functionally. Our presentation will include discussions on: external resources, internal resources and some management tools which will reduce that Twinkie to manageable pieces. At the core of each of these presentation subjects is the theme that a cross-functional management method will serve you best now and going forward.0329: The Changing Face of Support (0329)
Back to top
In Fall, 2008, the Tennessee Board of Regents (TBR) completed a multi-year, multi-institution implementation of the major Banner modules on time and under budget. As TBR moves from implementation to leveraging its multi-million dollar investment in the ERP system, the support needs of the system’s six universities, thirteen community colleges, and the central office are evolving. This presentation will focus on how the central IT organization is re-defining itself to meet increased user expectations while maintaining a balance with the three legs of the service triangle: cost, quality, and time. With the institutions grappling with the second major budget reduction in the current fiscal year and having the sense of being expected now to “do everything with nothing”, the presenter will discuss the system’s support strategy. This discussion will include aspects of talent management, definition of expectations, successful collaborative initiatives, determinants of service quality, and the nuts-and-bolts of the procedures used for day-to-day handling of service requests. This session will be of interest to anyone who provides either technical or functional support to end-users at an individual institution or within a multi-campus or system environment. The concepts apply to both two-year and four-year institutions whether public or private.IT Security
0120: Identity and Access Management Solution (0120)
Back to top
Identity Management and Security are top concerns for all enterprises. Oracle Identity Management allows enterprises to securely manage end-to-end lifecycle of user identities across all enterprise resources both within and beyond the firewall. You will learn how Oracle's integrated approach to identity management will allow you to deploy applications faster, apply the most granular protection to enterprise resources, automatically eliminate latent access privileges, and much more.0881: Lessons Learned on Disaster Recovery (0881)
Back to top
9/11 and Katrina have both provided good and bad lessons learned about disaster recovery planning. Beyond IT, many business continuity lessons have been learned as well. Practical approaches including scoping and testing will be shared among the known best practices to be shared.Technology Leadership Services
Strategic Planning
1249: Alternative Thinking about IT in Higher Education (1249)
Back to top
IT is being asked to do more things with fewer resources. How can IT work with a valued industry partner to drive campus-level visibility for key efforts? At the end of the day, both vendor and customer must make compelling, fund-able arguments for solutions that add value, and working with HP can help you rise above the 'noise' threshold for your mission-critical efforts. Come to this presentation to see how to engage the IT partner with the largest portfolio of solutions for your IT needs.0127: Enterprise Architecture Intro and Practical Approaches (0127)
Back to top
British Columbia Institute of Technology practices enterprise architecture and helped build EA communities in the higher education sector in Canada, with collaborative relationships in Australia and the United States. This workshop will introduce EA and its key components while providing you with practical approaches, tools, and examples used at BCIT. Whether you are starting from scratch or already embarked on your EA journey, we hope to provide you with practical ideas, or maybe provide you with fresh ideas to add to your current approach. What is EA? A foundation for building technology plans aligned with strategy; creating an application portfolio; developing a technology management capability; improving communication between communities; and managing complexity with technology governance.0684: How do you Know? Align your ERP (0684)
Back to top
Most would agree that the goals of your institution should shape your business practices and that those practices should drive the myriad of decisions made when managing your ERP system. But how do you connect the dots between the institutional vision and daily choices about the ERP system? This case study from Immaculata University will explore how one institution analyzed its implementation of Banner to better support the University's institutional goals.0332: IT Assessment = High Tech Performance (0332)
Back to top
What is a true IT operational assessment? Why do one? Learn how the process combines internal and external data, institutional objectives, and user feedback to provide valuable information to CIOs, and college executives. You will gain a fresh perspective on your technology and typically a broad base of support for your important technology initiatives. See how SunGard Higher Education Managed Services can provide the valuable information that helps you improve your organization's operational effectiveness.Technology Resource Management
Application Management Services
0828: IRT vs the University (0828)
Back to top
Managing University expectations in the technological realm is a constant challenge. There is still a huge disconnect in people's understanding of all the components of a software implementation. Drexel University has over 100 Enterprise solutions, meaning they span across multiple departments and serve the University as a whole. I would like to discuss the methods we are using to: 1. Direct all software requests to our group so we can evaluate the scope and infrastructure requirements and determine if a solution is already available. 2. Keep senior management in the loop of what services are being requested by those in their area and what solutions are being provided. 3. Accurately report and manage the projects that are underway and in the queue.Technology Services
0211: Service-Oriented Architecture (SOA) 101 (0211)
Back to top
What does Service-Oriented Architecture (SOA) really mean not just for the Unified Digital Campus (UDC), but for the Institution at large? What is the potential to solve common pain points like integration or multi-organizational identity and access management needs via SOA? What are the pitfalls to watch out for? This interactive session will provide an introduction to the concepts of SOA and SOA Governance, examples of SOA within the SunGard Higher Education UDC, and an open forum for participants to share current or future SOA plans. At the end of this session participants will have a better awareness of how SOA may impact their environment, potential SOA initiatives, and how to position their institution for future success via the SunGard Higher Education Service-Oriented Institution Maturity ModelSMPerformance Management
1244: Self-Service End-user Reporting (R) (HOT) (1244)
Back to top
In this hands-on workshop session, participants will become familiar with the self-service end-user reporting capabilities of the BPRA solution by performing some simple exercises.Banner Performance Management
Banner ePrint
0424: Banner ePrint and Disaster Recovery (0424)
Back to top
In the wake of Hurricane Katrina's devastation, this New Orleans school was faced with multiple challenges including distribution of critical reports to users located all over the country. The staff was able to (1) utilize Banner ePrint to distribute critical data, (2) reduce paper output and the costs involved, (3) incorporate Banner ePrint in the institution's Disaster Recovery Plan, and (4) contribute in the timely re-opening of the institution using Banner ePrint's distributive reporting capabilities.0385: Banner ePrint and External Systems (0385)
Back to top
Monroe Community College has used ePrint since 2000 for online access to a variety of reports from various systems such as Banner, Appworx, Web Servers, Evisions, Webfocus and more. This session will focus on how MCC sends reports to ePrint from these various systems through tools available in the external products and customized scripts.0527: ePrint - Save Trees, Save Money (0527)
Back to top
Save Trees, Save Money...who doesn't. Find out how Banner ePrint can make your campus more "green" and save you money. Banner ePrint is affordable, easily deployed and secure web-based system for presenting report to end-users. Come see why over 200 colleges and universities are excited about Banner ePrint and are saving money and trees!0363: KISS ePrint — One Website for All Reports (0363)
Back to top
Keep it Sweet and Simple (KISS) with Banner ePrint. Florida Atlantic University (FAU) utilizes ePrint to store reports. FAU users like the easy navigation menus to their reports in a secured environment with the available options of VBS security on each page. FAU IT staff like the flexible options ePrint offers to store reports regardless of where it came from and how it is formatted. FAU systems staff like SunGard Higher Education support which provides installation and upgrades. A definite winner, the KISS principle has worked for us!0674: What can Banner ePrint do for You? (0674)
Back to top
Banner ePrint is an easy to use report distribution application that gives administrators secure, fast, and easy access to current and historical reports. Whether you've had Banner ePrint for a while and would like a refresher course, or you've never used it before but are curious about the benefits of implementing Banner ePrint, you will want to sit in on this session. In this session you will learn how to get the most out of what this simple, but powerful tool has to offer. This session will cover how Banner ePrint secures reports, how you can direct job submission output to Banner ePrint, and how you can configure Single Sign On access to Banner ePrint from Banner Self Service.Banner Performance Management Functional
0724: Analyzing Financial Aid (0724)
Back to top
This presentation will show how SunGard Higher Education's data warehousing products supports Financial Aid related analysis such as trends in pre-student acceptance and enrollment based on how financial aid amounts are allocated, trends in packaging financial aid awards, and to support improved allocation of financial aid amounts.0784: Banner EDW in the UAE (0784)
Back to top
The United Arab Emirates (UAE) and the Ministry of Higher Education & Scientific Research (MOHESR)strategic plans call for a higher education data warehouse to centralize data from federal and non-federal colleges and universities and other sources to support decision making, particularly decisions related to meeting the needs of the UAE labor market and the funding model developed for funding federal institutions of higher education, by MOHESR and other government and non-government institutions and agencies. The Ministry Department of Higher Education Policy, Planning and Coordination (HEPPC)implemented the Banner Enterprise Data Warehouse (ODS 3.1 and EDW 1.2)with Cognos BI 8.2 in 2008 to provide the data for research, reporting, policy analysis and strategic planning purposes. This implementation is unique in that Banner Student is not implemented at MOHESR and it is the first enterprise data warehouse in the Mid East that incorporates information from five different data sources--the National Admissions and Placement Office, the three distinctly different federal institutions of higher education and the Commission for Academic Accreditation which collects information from UAE non-federal, accredited institutions of higher education with more sources to come. The presentation will discuss the project background, the project plan, project organization, the implementation and lessons learned.0384: Business Intelligence - A Case Study (0384)
Back to top
The College of St. Scholastica (CSS) began implementing SunGard Higher Education's ODS and EDW, along with the Cognos reporting tool, in Fall 2004. This case study reflects on best practices and lessons learned during the past four years as CSS built a Business Intelligence (BI) system with a goal of leveraging institutional knowledge in order to gain operational efficiencies and make more informed strategic decisions. Three critical factors for a successful BI implementation will be discussed. The strategic aspect will be balanced with high-end technical information including security and customization procedures. Sample ODS reports and EDW cubes will be shared demonstrating the use of CSS's BI tools across the enterprise. This session is aimed at CIOs, campus leaders, and staff in functional areas who are either in the decision making process or early stages of an ODS/EDW implementation. CSS will be on ODS version 8 and EDW version 1.4 in March 2009.0181: EDW -The Rubik's Cube of Data (0181)
Back to top
This presentation will give the audience an overview of what it takes to get an EDW Enrollment Cube operational. The concepts of data cleansing and transformation, alternate drill paths and data groupings will be included. If your institution has purchased the EDW this is a must see session.0304: Financial Analysis using BPRA (0304)
Back to top
This presentation will show how BPRA supports financial analysis of grants and other sponsored research projects, operating expenses and revenue, and general ledger activity to better manage the overall financial health of the institution and produce better plans and forecasts.0844: Higher Ed Workload & Benchmarking (0844)
Back to top
In these challenging economic times, there is an increasing need to use performance data to allocate resources and measure progress toward strategic goals. Learn how New Mexico State University has utilized performance metrics and benchmarks as part of their strategic planning and budgeting process to justify instructional budget allocations, link budgets to revenues, align positions to departmental workload, and focus budget allocation on enrollment growth and management goals.0725: ODS - Best Practices Beyond Implementation (0725)
Back to top
Loads and refreshes, security, external data, patches and upgrades.0325: ODS Reporting for HR Management & Functional Users (0325)
Back to top
We will demonstrate the use of and our experiences in developing HR/Payroll reports utilizing Oracle's Discoverer reporting tool to query SunGard Higher Education's ODS 3.1. In addition, we will detail the use of custom views and functions to assist us in our reporting needs. We will also show how some of these Baseline and customized views can be utilized by Institutional Researchers. In the process we will also be able to show some neat tricks & features that assist with the reporting process. We will discuss the feedback we have been receiving from our users/developers since converting from Banner Reports to ODS reports.0730: ODS/EDW Uses to Solve Business Questions (0730)
Back to top
How to use ODS/EDW to solve practical and daily business questions.0472: Self-Service End-user Reporting (R) (HOT) (0472)
Back to top
In this hands-on workshop session, participants will become familiar with the self-service end-user reporting capabilities of the BPRA solution by performing some simple exercises.0044: Setting Up Strategic ODS Reporting (0044)
Back to top
The reporting strategy is essential for the identification of key people and the identification of processes and resources that are required to support, maintain, and develop effective business solutions within the constraints of the delivered ODS environment. The reporting strategy addresses the following objectives: • Maximize the usability of the delivered solution: • Identify key personnel that will be a part of the Reporting Strategy Team, which is responsible for the support, maintenance, and development of the reporting environment. • Assign roles and responsibilities to designated personnel and provide guidance for executing the requirements of the reporting strategy. • Train employees in the implementation and execution of the reporting strategy. • Ensure coordination with other staff who will participate in the report writing strategies. • Define and document processes and procedures for the report development lifecycle, from data requests through report migration. • Define and document the process for submitting, prioritizing, and completing requests for report development. • Define the testing and validation procedures for migrating reports from test to production. • Define the process for continual improvements to the reporting environment as a result of changes in key people, processes, or technology.1022: Three Pillars of Data Quality (1022)
Back to top
Pervasive information throughout the institution enables everyone to make better decisions and work more efficiently. The assumption is that the information begin provided can be relied upon as accurate, timely, and having integrity. This presentation will define three commonly misunderstood areas of data quality and how to assess the criteria required for your organization.General Reporting
0118: Argos - Moving Into the Community (0118)
Back to top
Searching for THE Banner Reporting Tool your obsession? Mine too! After building my own Banner reporting tools for years including BannerAccess, a MS Access based Banner reporting tool, I found Argos, the Evisions product for Ad Hoc Banner Reporting. I wanted it from the moment I saw it. Argos was my BannerAccess with all the missing pieces that I never found time to develop. Learn about our experience installing Argos, joining the Argos User Community, acquiring free community written software, and converting to Argos.0076: Banner Reporting with APEX (0076)
Back to top
Hiram College uses Oracle Application Express to build reports from Banner that integrate into a secure point and click environment with zero sign on. Reports are web based and can be customized to each logged in user. This enables Hiram to provide fine grained reporting such as faculty only viewing students in their class, coaches viewing only their athletes, and budget managers viewing only their budget areas. Application Express can make Banner data easily accessible. Reports can be built with drill down capability and export functionality. This session will demonstrate building an application in APEX, deploying it to a reporting portal, and providing secure access. Reports are made available to users based on their security which provides uncluttered access to the specific information they need.1214: Implementing ODS at Centennial College (1214)
Back to top
Centennial College has recently implemented the SunGard ODS (Operational Data Store) with Cognos 8. Our project included integration with an existing datamart for Admissions. This presentation will include a review of the implementation project and lessons learned.0833: Institution Research Reporting Panel (0833)
Back to top
Come to this session to discuss approaches and share experiences with an panel of IR professionals in meeting the growing demands to provide reporting and analytics support for both strategic planning and compliance reporting.1252: Performance Management - Broaden User Adoption (1252)
Back to top
This session will provide an overview and demonstration of IBM Cognos 8 Business Intelligence (BI) capabilities designed to broaden the user awareness and adoption of SunGard Higher Education Performance Management solutions, such as Banner Performance Reporting and Analytics and Enrollment Management Recruiting and Admissions Performance. Institutions can leverage their existing BI content and make it more widely available to all types of users, allowing them to easily view and interact with highly relevant BI information using the application or device most convenient to them. This enables users to make informed business decisions anytime, anywhere.0861: Reporting Rapidly - HR Tips and Tricks (0861)
Back to top
Near the beginning of 2007, Macalester College, a new Banner school, had 0 working reports for Banner HR. At the end of 2007, it had over 70+ working, reliable reports. This presentation will cover successful techniques for rapid development and deployment of Human Resources reporting in the Banner environment. The session will cover basic techniques for dealing with past and future dating in Banner HR. Also, demonstrated will be development of "building block" queries that can be reused in more complex reports in the HR environment. Finally, the session will cover aspects of "cross-over" reporting between Banner HR, Finance, Student, and Financial Aid. The primary reporting tool used will be the Argos (Evisions) report writer, though the principals demonstrated may be generalized to other reporting tools (MS Access, Cognos, and others). The presenter has 6 years of report building experience in the Banner base-line environment. This presentation is intended (though not limited to) users with a functional/technical background in the Banner HR environment. Macalester currently uses Banner HR 7.2.General Interest - All
0816: Business Intelligence (BOF) (0816)
Back to top
As analytical decision making and assessment become a requirement for Higher Education it is challenging to know how technology fits in. In this non-technical Birds-of-a-Feather (BOF) discuss with other institutions how to define and justify Business Intelligence. Topics will include joining technology with strategic plans, creating a culture of analytics not anecdote, and return on investment (ROI).0705: From Strategy to Service (0705)
Back to top
Grappling with the challenge of a difficult economy and budget shortfalls is a reality for most institutions today. To thrive, your institution will need to set priorities, control costs, optimize resources, and promote new revenue streams. This presentation will examine how institutions have met competing priorities, redesigned business processes and use technology more strategically to achieve their mission and goals. SunGard Higher Education Managed Services offers a wide array of services to optimize your operations and to meet the needs and challenges of today's Higher Education institutions. Our services are flexible to an institution's needs, and can be combined in ways to bring maximum impact and overcome institutional challenges such as: * Improving Student Retention * Improving Customer Service * Increasing Enrollments * Increasing Alternative Funding * Data Driven Decision Making * Institutional Performance * Labor Optimization0806: Journey to Data-Driven Decision Making (0806)
Back to top
As you face increasing pressures to measure, account for, and improve performance, you know it takes more than just reports to make the right decisions. Yet, applying performance management principles in higher education is an undertaking of real magnitude. This panel is an opportunity for you to listen to institutions share their experiences on their journey to adopting more evidence-based decision-making and share your own experiences.0797: Performance Management Overview (0797)
Back to top
As you face increasing pressures to measure, account for, and improve performance, you know it takes more than just reports to make the right decisions. This session will discuss how performance management technologies, including scorecards and dashboards, provide greater performance visibility and insight to improve institutional effectiveness, increase productivity, and help meet accountability requirements. Attendees will gain an understanding of the value of performance management, how performance management technologies can be utilized at their institution and how to approach a successful performance management implementation.1029: Performance Management: Bridging the Strategy to Execution Chasm (1029)
Back to top
These are challenging times for higher education. In the face of a sagging economy and the public's concerns about rising higher education costs, leaders must try to respond both to the call for increased accountability and the need for institutional transparency. Pro-actively managing performance is a strategic imperative. You've completed an institutional mission and visioning process. The board approved the strategic plan. And reams of institutional reports are compiled on an annualized basis measuring performance and fulfilling reporting requirements to governing bodies and accrediting agencies. Has your institutional performance improved? From enterprise-wide strategic visioning and planning to strategic enrollment management, there is no shortage of management paradigms to choose from. Unfortunately, these grandiose visions and plans are often never fulfilled. For most higher education institutions, the chasm between strategy and execution is both deep and wide. How do you avoid building an institutional strategic bridge to nowhere and meet the performance directive that today's tenuous environment demands? In this session, discover the common barriers to strategy execution and how to overcome them. From strategy maps to identifying key performance indicators that measure tangible and intangible value creation, learn how to bridge the strategy-execution divide by transforming your 'strategic plan three-ring binder' into action.Institutional Research Services
0748: What the HEOA Means to IR and Grants (0748)
Back to top
The reauthorization (and retitling) of the Higher Education Act has brought about consequential changes in federally-funded grants programs. Of high significance are the data required for proposal development as well as program management and evaluation reports. And knowing what changes are coming about provides grants and institutional research professionals to work pro-actively — and collaboratively — to assure that the data are available when needed in the grants development and management "life" cycle. The presenters will provide an overview of changes within the HEOA which impact both institutional researchers and grants officers. They will then focus on some of the more popular grant programs (TRIO, Title III, Title V) and specific data needed for each. Methods of collecting the data will be discussed as well as how to collaborate with admissions, registrars, financial aid, and human resource personnel in obtaining the necessary data in a timely manner.0583: Your 2 Cents: I.R. & Campus Surveys (0583)
Back to top
Campuses have increased their use of survey tools to gain feedback from students, staff, faculty, and administration. What are the necessary elements of a good survey and how do you increase your campus's response rate.Institutional Research Services General
0551: The Changing Role of IR (0551)
Back to top
Clear metrics and meaningful information are critical to driving a data-driven case for change at your institution. Too often, though, institutions do not have the information, tools, or processes they need understand performance and define a strategic path forward. This session offers a new prospective on the full spectrum of the institutional research function so that you can fully understand current institutional performance, identify and implement the improvements that align with your goals, and report confidently on results. Through an interactive exercise, session participants will be prepared to offer the insight and foresight necessary to significantly improve the effectiveness of their institution and leverage external resources to attain powerful results.0744: Trends in Institutional Research (0744)
Back to top
Over the past few years, economic developments and accountability mandates have had a significant impact on higher education. Near future (three-year) forecasts indicate that these external forces will continue to influence college/university student enrollment as well as fiscal and personnel resources. Starting with a definition of institutional research in higher education, this presentation will bring together institutional research, enrollment (registrar, admissions and outreach), financial aid, and human resource professionals to discuss current and near future research issues impacting each of the focus areas. To be highlighted are enrollment forecasting and management; mandated state and federal reporting; student recruitment. Differences between types of institutions (e.g., private vs. public; research I vs. community college) will be addressed.0751: You Need What by When? (0751)
Back to top
Redundancy in data needs, overlapping deadlines, and increased demands by accountability agencies frequently result in data reporters being overwhelmed by requests for information. Of course, this most frequently occurs during the fall semester. And since they are often "housed" in separate departments, data reporters (primarily institutional researchers, research analysts, and data managers) find themselves receiving requests that should go to the other office or — even more problematic — two or more offices concurrently receiving the same or similar requests. These factors result in stressing understaffed resources and the likelihood that different data will be reported for the same type of request. This presentation will highlight one model for creating a collaborative working relationship between institutional research and informational technology for the betterment of higher education institutions. Highlights will include developing a positive working relationship to delineate roles and identify which office should take the lead in which types of reports; developing tools such as a reporting calendar which includes data elements in addition to internal and external deadlines; how to present a united "front" when working with other university/college offices and data managers; etc. Also discussed will be the positive management of remote employee working relationships.Performance Management Services
Performance Management for Recruitment
0318: Recruitment Scorecard at Lehigh University (0318)
Back to top
Recruitment scorecards are a powerful tool to measure progress toward strategic goals, to communicate the institution's unique enrollment strategy, and manage more strategically. Scorecards are sometimes referred to as deceptively simple. While the concept is intuitive, the process is far from simplistic. The scorecard is a forcing function to link strategy to mission and vision, and action with measurement, targets, and initiatives. In this session, discover how Lehigh University working with SunGard Higher Education's Enrollment Management Advisory Services built internal support and understanding to create and deploy a recruitment scorecard. Discover their challenges and how they worked collaboratively identify key performance indicators. Learn the necessary elements for successful scorecard creation regardless of your institution's type or size.Performance Management for the Enterprise
0786: Managing Enterprise Performance (0786)
Back to top
Clark Kerr, President of the University of California during the 1960s, once characterized higher education institutions as a loose affiliation of individuals "held together by [nothing more than] a common grievance over car parking." Four decades later, his description continues to describe many institutions, where decentralization and loose federation lead to disparate and even conflicting priorities and goals and a focus on optimization of individual areas even at the expense of the institution as a whole. In such an environment, institutions seeking to improve their performance across the enterprise must both define common, institutional performance goals and priorities and then implement processes to ensure focus on and progress toward those goals. This workshop will focus on approaches and tools institutions can use to enhance performance across the institution and the benefits that this can produce for all institutional stakeholders.0787: Meaningful Metrics: Enterprise KPIs (0787)
Back to top
In an era of increased pressure for accountability, higher education leaders recognize a need for meaningful information concerning institutional performance. Though institutions often produce voluminous amounts of data through hundreds of operational reports, often these reports are not meaningful except to a handful of individuals who understand the intricacies in the underlying data definitions. In other cases, these reports may focus on inputs or outputs - useful in their own way - but give inadequate attention to outcomes. And at other times, these reports provide information with little or no predictive capabilities, only confirming failure when it is too late to do anything about it. This workshop will discuss the ways that a disciplined approach and tools for developing, tracking, and using Key Performance Indicators will help your institution stop drowning in a sea of raw data and start using institutional intelligence to support successful execution of institutional strategic goals.Reporting and Decision Making
1254: Financial Performance Dashboard (1254)
Back to top
SunGard Higher Education's Financial Performance Dashboard, enables you to evaluate your expenses and incomes, and then proactively make rapid decisions that lead to high value financial improvements.PowerCAMPUS Performance Management
PowerCampus General Reporting
0813: Data Mining Add-Ins for Excel 2007 (0813)
Back to top
Microsoft SQL Server 2005 Data Mining Add-Ins for Office 2007 are a set of easy to use data mining capabilities that enable predictive analytics inside of Excel 2007. Information workers can easily gain valuable insight into complex data with just a few mouse clicks.0767: Migrating to MS Report Services (0767)
Back to top
This presentation reviews some practical aspects of moving to MS Report Server as the standard reporting tool for PowerCAMPUS. This presentation will review: Development considerations, Suggestions for migrating from Vista Views, Sample Reports, Delivery to end users and access rights. Target Audience: Report developers considering or beginning to use Microsoft Reporting Services.0609: SQL Reporting Services Overview (0609)
Back to top
The presentation, intended for PowerCAMPUS users, will provide an overview of the reports that can be created via SQL Reporting Services, including student rosters, statistical reports, donor and student profile sheets, and combined reports that include both PowerCAMPUS (6.31) and PowerFAIDS data. The presentation will cover various features including: 1) Parameter options such as general and cascading parameters (where selections in one parameter drive the options available in another parameter); "optional" parameters; search parameters (i.e., search for student information based on entry of a few letters of name); 2) Formatting and interactive features, such as report drilldown capabilities, interactive sorts, and dynamic formatting (i.e., dynamically highlight specific data ); 3) Report rendering and output options, including printing or exporting reports to Excel or Adobe Acrobat; 4) Report Manager features such as report history and subscriptions. While the emphasis will be on the types of reports that can be created and the user "experience", the presentation will include a brief "how to" to give class participants a high-level overview of what's involved in creating a report via the Visual Studio Report Designer. Presentation will also discuss Alvernia's migration during past year from Vista Views to SQL Reporting Services for PowerCAMPUS reporting.0109: SQL Server Stored Procedures (0109)
Back to top
Stored procedures can simplify tasks and add functionality to SQL server based applications. They can improve server performance since they are compiled once and stored as a compiled object rather than being re-compiled each time they are called. They can be scheduled to run automatically in SQL Server Maintenance Plans thus adding new functionality to any SQL Server based application. This session will cover what stored procedures are, why you might want to use them, and how to create and maintain them. The presentation will include examples and step-by-step directions for creating, maintaining, and using stored procedures in SQL Server Maintenance Plans.0110: SQL Server User Defined Functions (0110)
Back to top
User defined functions can significantly simplify Vista Views and reports. They can accept parameters and return a single value or a table. In a SQL Query they can be used as part of the Select, Where, Group By, or Order By clauses. This session will cover what user defined functions are, why you might want to use them, and how to create and maintain them. The presentation will include examples and step-by-step directions for creating, maintaining, and using user defined functions.0302: Using Excel Pivot Tables to Analyze Data (0302)
Back to top
A discussion of how to use Excel Pivot Tables to analyze data extracted from PowerCAMPUS. Tips, tricks and other things to help you do your job.0945: Virtual Documentation for PowerCAMPUS (0945)
Back to top
High employee turn over, individual customization and training costs can make documentation and training more important than ever for a college that utilizes the PowerCAMPUS product. This class will cover documentation and training for PowerCAMPUS using virtual documentation instead of normal manual style documentation. This presentation will use a freeware program named "Wink" to demonstrate this style of documentation. This class may be of particular interest to individuals responsible for continuity of business processes related to PowerCAMPUS.Professional Development Softskills
1027: Bridging the Gap between Users and IT (HOT) (1027)
Back to top
The primary goals of any successful business intelligence solution are supporting the business achieve its goals and make better decisions based on pertinent information. In order to do this you need to understand what the goals and processes that end users are working with and how that can translate into your BI environment. This working session steps learners through a three step process that starts with the business needs and ends with the list of BI solutions. A discussion on how to choose which tool to use (i.e. pixel perfect vs. ad-hoc) and data source (i.e. ODS vs. Banner) will be included. The topics covered are universal for reporting tool set or type and size of institution. This is NOT a technical session; the focus of this session is how to translate business processes into technical solutions. Learners should come prepared with at least one business process to analyze. Ideally both a BI professional and a business expert should attend.Portal, Community and Content
Banner Identity Management Services
0987: Banner Enterprise Identity Services (0987)
Back to top
Learn about Identity Management and the solution we offer to enable SunGard Applications to participate in the IdM environment on your campus. Attendees will learn what Identity Management entails, how we provide hooks in our applications to participate in Identity Management environments and the steps needed to take advantage of our IdM solution.1108: Identity and Access Management 101 (1108)
Back to top
Managing digital identity is critical to building a security framework that protects the enterprise and its constituents, supports operational efficiency and enables new strategic opportunities. In order to effectively manage digital identity, an IAM infrastructure is required. However, to build an IAM infrastructure that meets your institutional need requires an in depth understanding and knowledge of the people process and technological direction of your institution. This session will Introduce participants to the importance of managing digital Identity, utilizing a security model that supports "Letting the good guys in." It will also provide working level definitions of the varied initiatives underneath the umbrella of IAM i.e. Provisioning/de-provisioning, Role based Access Control, Enterprise Directory Services, Single Sign On and Identity Federation. Finally, this session will look at Best Practice implementations for IAM solutions.0184: Identity Management (BOF) (0184)
Back to top
Join SunGard Higher Education clients and staff in a relaxed environment as we talk about strategic uses, lessons learned, implementation ideas, and goals achieved with Identity Management in Higher Education. This open forum is a valuable opportunity to meet peers with similar projects and interests and learn from the stories and experiences of many successful colleges and universities.0296: Identity Management Technical Session (0296)
Back to top
With the Banner General 7.5.1 release we added the ability to provision identities between SunGard Higher Education applications to your Identity Management directories. With Banner 8 we will also be adding the ability to have token based single sign-on for our applications. Learn the technical architecture and details of this new solution.1115: Seton Hall University IAM Case Study (1115)
Back to top
Digital Identity creation and provisioning are critical to enhancing the end user experience and broadening Seton Hall University's Service Oriented capabilities. Learn how Seton Hall University plans to integrate Banner, Oracle Identity Manager, Active Directory and Oracle Internet Directory to achieve a long term strategic IAM infrastructure.1112: The University of Oklahoma IAM Case Study (1112)
Back to top
Digital Identity creation and provisioning are critical to enhancing the end user experience and broadening The University of Oklahoma's Service Oriented capabilities. Learn how the University of Oklahoma leverage the Banner Enterprise Identity Service to provision identities to a custom IAM solution.General Interest - All
1018: Microsoft Office and the Cloud (1018)
Back to top
"Today, arguably, the most significant crosscutting issue that's facing not just Microsoft but our industry is this transformation toward services." --Ray Ozzie, Chief Software Architect. These new challenges and opportunities extend to universities and colleges around the world. They include training faculty and staff on new tools and keeping up with the rapid pace of innovation. A significant role for supporting these challenges is filled by Microsoft Office today. But this role is evolving. New capabilities in the applications create challenges and opportunities for all users, academic and administrative alike. And the environment in which these applications participate in is shifting to include the Internet and Cloud computing. This session presents Microsoft's productivity and services roadmap and highlights both new, enhanced communication and collaborative capabilities and additional integration with internet-based solutions.0416: Brand New Teaching and Learning Tools (0416)
Back to top
Learn more about Desire2Learn's learning technology and other software designed to connect participants and to enhance the online learning environment. There will be a focus on Desire2Learn's Learning Environment, Learning Object Repository, LiveRoom collaboration suite, and new ePortfolio solution. Find out how this easy-to-use new technology is helping faculty to engage students in deeper levels of learning, track progress on learning objectives and standards, deliver timely feedback, and improving the process of online delivery. Other pertinent topic areas will include rubrics, 'blogging' and community collaboration. There will also be a demonstration of Desire2Learn's technology.1250: Integrating Luminis Platform Google Apps (1250)
Back to top
On the first day of the Fall 2008 semester, Delaware County Community College (DCCC) went live with their Luminis IV Portal system (called delaGate). As part of the portal deployment, DCCC chose to migrate from their existing student e-mail system (GroupWise) to Google Apps. After successfully integrating Luminis and Google Apps using the SunGardHE Google Apps Portal Connector, they went live with 18,000 student accounts provisioned in Google Apps. Each provisioned student is able to seamlessly login to their Google Apps account through a Gmail icon in delaGATE. Within seconds of a new student being admitted to the College, a Google Apps Gmail account is automatically provisioned. As of the start of the Spring 2009 semester over 25,000 Google Apps Gmail accounts have been provisioned. The initial 18k students were done with a bulk load. LDI Person events trigger all new users from that point forward. This session will present Lessons Learned from both a functional and technical perspective.0676: Shake the Roots Portal Revamp in 5 Steps (0676)
Back to top
Where do you begin with a 5-year old portal that you've outgrown? At Savannah College of Art and Design we took the opportunity during our recent upgrade to Luminis 4.1 to redesign our system from the ground up. We created an information architecture that will grow with our campuses. We added Banner channels and new Luminis features. We distributed the content ownership to internal departments, creating more relevant content for the needs of the community. How do you launch a new architecture campus-wide? We did it in these five simple steps: 1. Collect feedback 2. Introduce change 3. Design with core focus groups 4. Gain buy-in from high-frequency users 5. Market the launch We found that by including key user groups we were not only able to design for the needs of our growing community, but were able to introduce change and new features of the application by gaining early adopters.Luminis
0974: Integrating Luminis with Zimbra (0974)
Back to top
Georgia Tech is replacing existing web based e-mail and calendar functionality provided in Luminis 4.1 with the enterprise deployed Zimbra service. This includes the integration of course and group calendars as well as personal calendars and e-mail. Working in conjunction with SunGard Professional Services this project leverages the Georgia Tech campus identity management system (IDM) as well as a Central Authentication Service (CAS) which is external to Luminis. During the project there have been various challenges to overcome, not only with integration design and implementation, but also with Zimbra functionality. Support for the functionality of an event calendaring system we provide from the current services was a specific area of emphasis for this project. This presentation provides the audience with insight to the scope and process of this replacement effort and some detailed information about the interaction of the effort with the enterprise IDM, Luminis, CAS, and Zimbra.0916: Luminis and Banner Data Integration (0916)
Back to top
Lessons learned on the Luminis Journey: A technical discussion of Portland State University's solution for data integration and account management between Luminis and Banner. An overview of the architecture as well as some technical details will be provided. PSU's approach utilizes a combination of baseline integration components from Sungard (IntComp and LDI) and our own customizations. The content will be focused on the following topics: migration of data from Banner to Luminis using both batch and event processing, role processing in Banner, account creation in Luminis and general troubleshooting techniques. The emphasis is on back-end configuration and processing that supports day-to-day operation of the portal. What this presentation is not: this is not Luminis administrator training. Luminis front end tools will be mentioned only in passing. There will be a brief discussion of our enterprise Identity Management architecture and where Luminis fits in, but the technical details are outside the scope of this presentation. PSU's data integration implementation is customized in significant ways to suit our enterprise technical architecture. Whether or not this particular solution applies to your own environment, I hope that you will leave the session equipped with knowledge that will help you succeed in your implementation.0210: Using Luminis Groups for Documentation (0210)
Back to top
Now that you have the Portal and Banner up and running, how do you keep your documentation "fresh" and users up to date? The University of Toledo has utilized local help within Banner but needed a better method for alerting users to new documentation and "tips". This class will describe our process for using portal groups within Luminis that are kept in sync with our Banner security classes. We will show examples of the different group tools used to help end users find documentation, keep current with changes and make announcements concerning "tips and tricks" of the system. We will offer the pros and cons of our organization and what we have planned for the future.Luminis CMS Functional
1221: Creating Faculty Profile Pages in LCMS3 (1221)
Back to top
Creating Faculty Profile web pages in LCMS3: sophisticated user interface, dynamic content, and integration with other campus data sources and web sites. As part of a larger, multi-year website relaunch, new Faculty Profile web pages were conceived, designed, and built based on a new approach. Whereas old Faculty Profile pages were one-page "dead ends" of static, use-once content, the new Faculty Profile pages were envisioned as "hubs" of information about a faculty member that would dynamically pull in information from a variety of data sources (e.g., campus LDAP directory). An innovative drag-and-drop user interface was also designed to give LCMS3 Content Contributors a flexible way to create these pages. Further, these Faculty Profiles pages were envisioned not as end nodes, but as building blocks in a much larger system, as the data among these pages can be mined for an umbrella "Our Faculty" web site. This one-hour presentation will outline the project from conception through precedent study and from technical architecture and LCMS3 template design through final "publish-side" web pages.1082: Documentum Programming for LCMS (1082)
Back to top
Take control of your LCMS by understanding it's relation to EMC Documentum and how to add features with the Documentum API. Programming directly with the API enables you to enhance the LCMS user interface, add custom tools and reports, centralize business logic for content generation, create new tags for LCMS templates, and more.1107: Introduction to Luminis CMS (1107)
Back to top
Do you need a content management system at your school? Have you been wondering what a CMS can do for you? Then this session is for you. Learn the fundamentals of Luminis CMS and how it can help your school achieve the navigation, branding and strategic goals of your institution.1195: Introduction to the sct:css_nav Tag (1195)
Back to top
The new and improved navigation for Luminis CMS uses unordered lists that can be styled to match your look and feel. Learn how to style the navigation created by the sct:css_nav tag and how to use the new navigation tag builder to develop your CSS.1116: LCMS->Luminis: A Better Way to Publish (1116)
Back to top
Need more flexibility in publishing content from LCMS to your portal? The limitations of ALCC got you down? Go beyond ALCC and take control of how your content is published and viewed in Luminis. Real-life code and examples will be provided.1236: Luminis CMS (BOF) (1236)
Back to top
Come join your peers to discuss tips, tricks, and traps to avoid when deploying Luminis CMS. This Birds of a Feather (BOF) session allows the live, implementing, or just curious to interact. Also, SunGard staff will be on hand to facilitate and answer questions.1200: Luminis CMS Technical Introduction (1200)
Back to top
Don't know your Method Server from your SCS? This session will introduce the architecture, administration, and key components of Luminis CMS. You will learn how the various pieces interact and what you need to do with them. If you are planning an implementation, you may pick up some tips and tricks for tuning and administration along the way.1194: Luminis CMS Templates for Non-Developers (1194)
Back to top
Some template developers come from a programming background, and some come from a web design background. You don't have to be a programmer to make some very functional templates using the LCMS tags and native system functionality. Learn how to create several different kinds of templates with nothing more than common HTML skills.1232: SIAST's Website Redesign - LCM Success! (1232)
Back to top
The Saskatchewan Institute of Applied Science and Technology (SIAST) has recently completed a major project to redevelop its public access website. Tasked with rebuilding the public website, a small project team utilized Luminis Content Management System 3.3 to rapidly build and implement a new online presence. Find out how contributors distributed throughout many cities are now managing web content, as well as Luminis portal channels. This session will demonstrate some LCMS features and how SIAST utilizes them. This session is non-technical in nature and is intended for those who have recently implemented LCMS or are considering a content management system.1216: Web Services and Ajax in LCMS (1216)
Back to top
LCMS isn't the only place where web content lives. Using HTTP calls to external systems, content from external sources can be rendered with LCMS content. For example, Banner reports can be manipulated by a PHP script and pulled into LCMS to generate a course catalog for the web and print. Using Ajax, it's possible to integrate multi-step content-building forms that talk to external systems, all from within the LCMS template. This session is targeted toward LCMS template developers, but may also have value for anyone wishing to pull content from somewhere else into LCMS pages in a way that's cached on rendering. Ithaca College went live with LCMS 3.1.2 in August of 2006.Luminis General Interest
1069: Effective Use of Course Studio (BOF) (1069)
Back to top
Luminis Platform Course Studio can be a powerful learning management system, if used as designed. The facilitator is prepared to guide a discussion surrounding best practices. In particular, the use of Consolidated Courses can allow instructors to prepare course material and re-use it term after term. This feature can also be used to handle cross-listed courses and courses with multiple instructors. The facilitator has been associated with the engineering behind Course Studio for five years and worked as an Assistant Professor for four years.0544: Integrating Google Gmail Into the UDC (0544)
Back to top
Many schools are starting to migrate from in-house email systems to hosted solutions from companies like Microsoft and Google. Come to this session to learn about what you need to move to using Google Gmail and how Google can be integrated into your Unified Digital Campus.0874: Luminis - A Platform for Engagement (0874)
Back to top
Plymouth State University has one clear goal in mind with their portal strategy - increase engagement. While deploying lifetime services to alumni in 2005, this strategy emerged as the key to promoting the portal. While a number of key services are important to keep folks wanting or needing to come back to the portal, there must be content which keeps users engaged. Learn how this understanding morphs nicely into an overarching philosophy of building engagement with all users or constituents in the portal environment. These include applicants, students, faculty, staff, guests, retirees, faculty emeriti, alumni, and more.1215: Luminis as an Enterprise Cornerstone (1215)
Back to top
Over time University College Dublin has positioned Luminis as a cornerstone of our University IT architecture. What has this meant in terms of IT Architecture, Service Integration and Service Measurement? The Luminis IV system architecture at UCD is based around a cluster fronted by ten web servers. Although somewhat off piste, the architecture is designed to provide for business continuity and disaster recovery. The majority of services are accessed or delivered through the 'UCD Connect' environment. Although no longer considered the 'holy grail' single sign-on does encourage customers to visit the Connect portal service. Knowing who is using the portal, together with when and why they use it, is important in understanding where improvements in performance and functionality can be made. See how we use Service Management Dashboards in Luminis to provide senior University management with measurements across major IT services. What do the service management tools tell us about usage profiles and how we can learn from them.0111: Luminis for the "Mature" Banner Client (0111)
Back to top
Join Villanova University for a discussion of our in-progress Luminis IV implementation. As a "mature" (and stubborn!) Banner school with a well-established environment of data integration, authentication and standards we faced unique challenges in making Luminis work for us, rather than changing our environment and processes to work for Luminis. Our project philosophy from the start was to keep all our existing functionality and practices, but to make them even better with this tool. Challenges included addressing pre-existing data integration procedures with our LMS system, authenticating to an LDAP system that had been highly customized, identifying all the many, many places we changed Banner baseline functionality and figuring out exactly how Luminis fit in with our robust Web and Banner Self-Service environments. And we won't even mention our Exchange mail and calendar environment. Well, maybe we will mention it just a little bit!) We will also give a technical overview of the challenges of doing our own Luminis installation and what we saw as the benefits.1039: Luminis Planning: Project to Persistence (1039)
Back to top
Luminis portal arms institutions with powerful tools that may go to waste if the implementation team assembles, delivers then goes away –the portal risks going stagnant. Luminis portal has the potential to be the most valuable and sought after content and message delivery mechanism for students, faculty and staff if universities strategically nurture its growth. The University of Oklahoma will share its long term plans to grow and nurture Luminis portal long after go-live from the project stage to persistence. OU plans to unleash the true potential of Luminis beyond being an integrated experience for interaction with the university and plans to work to make it personalized and granular as well as loaded with interactive features. To harness the power of such a medium, Luminis portal needs to be the first place students log into and the last place they leave every day. We must plan to make it personalized, reliable, easy to use, informative and timely.0700: One Good Tab Deserves Another! (0700)
Back to top
Ever wonder what other schools do with their portal? Looking for ideas on how to use the power of your portal to reach different audiences? This session will feature various portal tabs currently in use by Lehigh University constituents, including Students, Alumni, Parents and University Trustees. Since 2003, Lehigh University has been using the Luminis portal to reach out to incoming freshmen. In 2006, a portal tab was developed for students offered admission giving them channels to pay their deposit, register for events, contact current Lehigh students and chat online with other admitted students. The Alumni portal allows graduates access to library resources, group memberships, and campus information. The Parent portal provides Lehigh parents with campus and community information as well as, with student authorization, access to their student's registration information and schedule, grades and financial aid information. The Trustee portal provides our Board of Trustee members with meeting materials, committee membership information, leadership updates, campaign information and general campus news. This presentation will discuss the content areas developed, the results of satisfaction surveys, the trials and tribulations of these projects, thoughts on how to improve the content development process, and future visions.0552: Staying Ahead of Luminis Integration Curve (0552)
Back to top
Understand how you can leverage Luminis to not only provide Single Sign-On into web applications on campus, but how to build channels into applications on campus to provide users easier access to information need.Luminis Platform
0836: Achieve (Load) Balance with Luminis IV (0836)
Back to top
Seton Hall University’s IT developers and management team took part in a modern-day saga recently as we launched a new campus portal using Luminis IV. Our golden ring? The successful implementation of parallel deployment. We’d love to tell you the story and show you the scars we got along the way. Presentation discussion will include steps on how we began the process, what we knew going in, what we tripped over along the path, less-than-enjoyable backtracking, and, ultimately, how we made the system work. The session will primarily feature an in-depth technical how-to for the worker bees attending, but, lest the higher-ups be left out in the cold, an eagle’s view of the steps we took to achieve the environment will also be offered.0341: Adding Multimedia Content to Luminis (0341)
Back to top
Showcasing the use of multimedia content at Montgomery College's Luminis portal to enrich the user experience and improve communications. Includes podcasting, videos, blogs, news feeds, and other Web 2.0 technology.1040: Effectively Using Targeted Announcements (1040)
Back to top
The Luminis Platform Targeted Announcement feature is a powerful way to communicate on campus. In this session we will discuss performance issues and customization opportunities. Guidelines will be presented for deciding whether to use email or the Personal Announcements channel. An in-depth discussion of setting up custom announcement channels will be included. Discussion is expected as well about effectively using Imported Groups.0189: Luminis Database Schema Unplugged 2.0 (0189)
Back to top
The Luminis platform and uPortal use the database backend to store much of the operating information needed to construct channels, deliver targeted announcements, and manage groups & courses. Because of the relational nature of the data stored within the database, decoding what you find there can be confusing to say the least. This session will help you to understand the various functions of the database as used by Luminis, what tables are involved in each function, the types of data stored therein, and how this data relates to other tables and to information found in the Luminis LDAP directory. The data structures involved in groups/courses and channels will be explored in depth. Some of the reports, information gathering, and updates that can be performed will also be demonstrated. This session has been updated to include additional information about Luminis IV and how it compares to the schema found in Luminis III. Some understanding of SQL and database structures will be helpful for this session.1006: Luminis Platform 5.0 Technology (R) (1006)
Back to top
The most widely deployed portal offering in higher education has undergone an architecture change. Come hear about the progress being made on the Luminis Platform 5.0 technology. Learn about architecture goals as well as specific technology decisions that effect RIA and user interface design, portlet-based consumption and collaboration and community. You've heard about the Luminis Platform product strategy -- now learn about the technical underpinnings being designed to make it all happen.0404: Luminis Platform Opening Session (0404)
Back to top
Luminis Platform is the market leading portal solution from SunGard Higher Education. Stay in touch with Luminis Platform's product direction and overall vision. With over 700 clients to date, Luminis Platform is a critical UDC technology component and continues to drive innovation and value for institutions of Higher Education. Come learn about the latest Luminis Platform releases as well as future areas of interest.1000: Luminis Platform Workshop (R) (HOT) (1000)
Back to top
Luminis Platform is the market leading portal solution from SunGard Higher Education. This session is a hands-on workshop and will highlight the value offered through the Luminis Platform applications, tools, content and advanced portal capabilities. Attendance at this hands-on class is limited to registrants who use the class scheduler to sign up. Additional seating may be available on a first-come, first-served basis.0640: Luminis Portal in a Web 2.0 World (0640)
Back to top
With a focus on more intuitive user interfaces, social networking, and end-user empowerment, it's easy to see why the phrase 'Web 2.0' is on everyone's lips. Learn more about this critical web technology and see how Hofstra University leveraged the power of Web 2.0 and SunGard Higher Education's Luminis portal to greatly improve the end-user experience.1120: One ID, One Password — You're In (1120)
Back to top
One ID, One Password — You're In — Utilizing SunGard's UDC concept and developing SSO connectors. This presentation talks in detail about various methodologies involved in SSO connector development. I will discuss in detail about CAS, CPIP, GCF connector development. I will also show the connectors that we built at USD and explain the conditions and constraints that we had while developing these connectors. This presentation is oriented toward the technical personnel involved in the design and development of Portal technologies, middle tier integration and SSO connector development.0850: Single Sign-On for Banner and Beyond (0850)
Back to top
Creating a Single Sign-On (SSO) environment allows users to access the identity-restricted resources they require in a timely manner with only one initial login. SunGard Higher Education (SGHE) supports SSO between Luminis Platform and other SHE products (Internet Native Banner, Self-Service, Workflow, etc.). In addition, Luminis Platform supports other integration technologies like CAS and Generic Connector Framework (GCF). While these integrations are very valuable, their configuration and implementation are sometimes difficult. We have successfully implemented SSO at Plymouth State University (PSU) between Luminis Platform and all of the above SHE products and more. Doing so has truly made PSU's Luminis Portal the center for access to all business services. This presentation will focus how to setup SSO environments to Internet Native Banner, Self-Service, Workflow with examples and references. In addition examples of PSU's CAS and GCF environment will be demonstrated.0347: Using Google Analytics with Luminis (0347)
Back to top
Use Google Analytics to gather and analyze detailed information on your portal usage and audience. Will focus on real examples from Montgomery College.PowerCAMPUS Portal
0036: Managing Parent/Student Information (0036)
Back to top
Setup and modification of shared access to online information, focused on students-to-parents will be demonstrated. In addition, framing parent communication within the larger context of the portal and the administrative application will also be addressed.0651: PowerCAMPUS Portal (BOF) (0651)
Back to top
This interactive session will provide an opportunity to discuss best practices in PowerCAMPUS Portal, and Executive Reporting. Bring your questions and topics.0041: Targeting Portal Content (0041)
Back to top
Building on audience-targeting features in Microsoft Office Sharepoint Server 2007, PowerCAMPUS Portal 7.x provides the ability to target content directly to end users based on PowerCAMPUS data. For example, if you want to show a commencement reminder as message or a link only to students who are seniors at your institution, you can use the PowerCAMPUS Profile Updater utility to build the profile attributes in Portal that are necessary for targeting the reminder. This session will cover an example such as this one from the selection of the attributes to the creation of the reminder in Portal, and will demonstrate the view that a senior would have of the reminder.PowerCAMPUS Portal
0156: PowerCAMPUS Portal for Power Users (0156)
Back to top
This session is targeted towards non-programmers who may need to design their own pages within the PowerCAMPUS Portal. It will touch on capabilities from page creation to list design to content management and beyond.Technical Solutions
Luminis Technical
0946: Mail/Calendar Migration to MS Exchange (0946)
Back to top
Xavier University is in the final stages of an 18-month long project that established Active Directory as the university's authoritative authentication source and migrated the entire university from the Sun Mail & Calendar systems to Microsoft Exchange 2007. This session will discuss the overall project goals and strategies, some of the decision-making that went behind our approach, how we tackled some of the technical hurdles, and some lessons learned from this monumental project. The configuration of Messenger Express vs. Outlook Web Access (OWA) single-sign on, AD authentication, as well as some of the migration processes will be examined. Some basic understanding of the technical aspects of Luminis is helpful, but not required.Student Administration
Banner
0034: Medical Schools using Banner (BOF) (0034)
Back to top
Promote and share solutions used for the use of Banner for the buisness requirements of Medical schools.Banner Document Management Suite
0255: BDMS Three Years Later (0255)
Back to top
Three years into our implementation of BXS at University of South Florida (USF) (currently version 7.01), we have discovered many ways to use imaging to streamline business procedures and provide better customer service to our students. We have also developed strategies to ease the transition from paper to imaging for our employees. New BXS as well as those who are currently using BXS will benefit from this presentation.0003: Integrating Xtender Documents with SSB (0003)
Back to top
Learn how Ferris State University (Big Rapids, MI) streamlined their Xtender implementation by providing Faculty and Advisors one click access to Students' Xtender documents through the Banner Self-Service interface. Rather than baseline source code modifications to individual SSB web pages, the Ferris State solution builds a single web page listing the complete inventory of scanned documents available for a given student. Delivering these documents through SSB not only provides easy access for Faculty and Advisors through a familiar interface but also eliminates the need for additional training in Internet Native Banner and/or WebXtender. This enhancement was implemented without modifying baseline source code to minimize the impact of customization on future Banner upgrades. The presentation will highlight the steps involved in creating the custom self-service webpage (with sample source code) as well as a demonstration of the completed project. Intended Audience: Banner Schools using Xtender solutions. Familiarity with Oracle SQL stored procedures, Self-Service customization, and Web Tailor helpful but not an absolute requirement to understanding the presented material.Banner Financial Aid
0877: 2009-2010 COD Processing Updates (0877)
Back to top
This session provides updates to COD processing for the 2009-2010 aid year. We will cover Pell, ACG, SMART, TEACH and Direct Loan Updates.0716: Advanced SAP Techniques OU Style (0716)
Back to top
Complex Satisfactory Academic Progress requires advanced processing techniques. We will show you how we solved the complexities of calculating SAP, storing results and creating complex pop-sels that determine who gets a calculation and when.0029: AppWorx on Steroids for FA Processing (0029)
Back to top
Financial Aid creates a dilemma when an office is processing two years or two terms at the same time. Harding University recently bought AppWorx to assist in facilitating this work load. We discovered that processes used within Appworx had to be updated manually with new term codes and aid years. This was extremely labor intensive and introduced a greater potential for errors. Harding University utilized Appworx and Banner RORRULEs to create a seamless flow between aid years and terms. We have developed modules and chains that will roll between processing periods with little or no human intervention (with no modifications to AppWorx or Banner). Our solution developed around the use of substitution variables, SQL, and a robust framework of AppWorx chains. This session will give you the tools to help eliminate manual changes required when the term or school year changes.0839: Ask the Banner Financial Aid Experts (BOF) (0839)
Back to top
Come Ask the Experts and be an Expert for someone else among your peers. This is a great opportunity to ask SunGard Higher Education staff questions, as well as to share ideas and network among your peers. Many of you hold the answer to someone else's critical question, so come and help be the solution, and get your own questions answered.0421: Automating Summer Aid Processing (0421)
Back to top
Last year, our second year on Banner Financial Aid (release 7), Colorado State University developed a combination of web applications, Banner processes and UC4(AppWorx)job chains to streamline the process of awarding summer financial aid. More than 1000 students completed our online application to receive aid last summer. Once completed, the application information as well as registration information was analyzed to determine whether the student could go through our automated awarding process or if they needed to be processed manually. Those eligible for automated processing were systematically budgeted, had their EFC recalculated, and were then awarded federal loans and Pell Grant. Real-time web reports were reviewed by staff to ensure students were awarded correctly. Once reviewed, students were notified of their awards electronically. CSU has multiple summer sessions with differing start dates, so the process also ensured disbursement occurred at the correct time on a student-by-student basis. Because 60% of our summer population met the criteria to go through automated processing time spent by staff manually awarding summer financial aid was cut in half. This presentation is targeted to technical as well as functional users.0854: Banner Changes for Reauthorization (0854)
Back to top
This session will cover changes that will be needed to Banner Financial Aid as a result of the Higher Education Opportunity Act (aka - Reauthorization of 2008).0262: Customer Friendly Scholarship App in SSB (0262)
Back to top
Utah Valley University (UVU) has developed a simplified online scholarship application using Self-Service Banner. Scholarships entered in a Rule Table appear on the Application in real time. New scholarships can be added or existing scholarships can be inactivated or activated. Only scholarships available to the students (based on student type and residency) will appear on the application. Students can save their application to finish and submit at a later time. Upon submission, data is stored in tables created in the Banner database. Completed applications can be viewed online by the student, the Scholarship Office or authorized departments on campus. The Scholarship Office maintains the data for all scholarships available. The Scholarship Office can easily create and distribute reports to departments across campus.0272: FA Self Service Enhancements & Interface (0272)
Back to top
Financial Aid Self Service new enhancements and interface, the new Financial aid self service, what you can do. Review all the new enhancements and interfaces.0286: FA Web Self Service Dynamic Messages (0286)
Back to top
Would you like a message to pop up inside the FA Web Self Service when the student's file is complete? Would you like it to go away for that student after it is complete automatically? Would you like students and their parents to see the date that tax return was required 6 months ago? Believe it or not, Banner FA Self Service makes these things possible and much more! A few simple (and maybe some not so simple) lines of SQL here, a little process flowcharting there, some Web Tailor text changes and viola! Dynamic messages that appear and disappear based on changes in that student's data. Our goal is to leverage the data flow to drive student communication so we don't have to intervene. See some examples, share your own so I copy it or just get some ideas to take back with you for your students. The University of South Florida (USF) is a large urban public research institution with over 43K students at both the undergraduate and graduate level. USF has been a Banner client since 1998.0597: Federal Student Aid (FSA) Update (0597)
Back to top
Please join us again as we welcome to the conference Sue O'Flaherty from the U.S. Department of Education's office of Federal Student Aid. This session will cover the FSA update as it pertains to institutions. All financial aid attendees should mark this session as a must!0965: Financial Aid Award Letters & BDMS (0965)
Back to top
Want to provide financial aid award letters to students, parents, and staff without having to print them out, file them, retrieve them, or find lost letters for a live customer at the front counter? This session is for you. You'll see how award letters can be generated from Banner and put into Banner Document Management Suite via the AX Reports Management module, eliminating the tedious jobs of printing, scanning, or filing. You'll also see how Award Letters can be viewed online via Self-Service Banner pages or within Banner Document Management Suite in Banner forms, Luminis, and other contexts. Your staff has less paper to push around and your customers get better service all around.0361: Financial Aid Query Fun 4 (0361)
Back to top
This session will emphasize financial aid management through the use of queries. Learn useful SQL queries, tips, tricks and techniques related specifically to financial aid processing and management. Learn how to develop queries that create useful management reports. Learn how to extract compiled Population Selections and RORRULEs. Learn how to develop complex RORRULEs and audit reports. Learn how to develop RORRULEs externally and how to format the code correctly. Learn how to use variables in Population Selections and RORRULEs. Reports covered include ACG and Smart grants, Fund Management, Disbursement management, and Disbursement Errors. Other reports included in the presentation are Over-award, Satisfactory Academic Progress, Conflicting Waivers, All F's and Incompletes, Employment utilization, Imaging Management, Statistics, Common Dataset, NSLDS, Packaging, and Admission/General Student. All queries and sample output will be available to take home.0336: Fundamentals of Fund Reconciliation (0336)
Back to top
A discussion of the fundamentals of financial aid fund reconciliation with a focus on federal financial aid funds. A unique feature of this session will be the introduction of a reconciliation spreadsheet model that has been successful in a federal program review. This session is for users of either Banner 7x or 8x Financial Aid System.1094: Integrating Workflow & BDMS in Fin. Aid (1094)
Back to top
A thorough implementation of the Banner Document Management Suite (BDMS) version 5.x encourages end users to process documents from an image rather than the hard copy. This can present a problem. If the paper does not appear on the end user's desk, how do they know they have work to complete? Leveraging existing BDMS functionality, integrating Banner Workflow version 4.x and developing simple web-based reports will ensure no documents slip through the cracks. This session will look at how Colorado State University utilizes out-of-the-box BDMS to RRAAREQ integration, Banner Workflow to track documents through multiple users while providing real-time updates to Banner version 7.x, and custom web-based reports and automatic e-mails that alert staff that documents need to be processed.1067: Making Sense of FWS (1067)
Back to top
This session will show Financial Aid Offices how to set up the Federal Work Study portion of the Financial Aid module and how it interfaces with the HR/Payroll module. We will discuss reports, both delivered and user-defined, and how the process works in day-to-day use. This has allowed better communication on campus between our office and the payroll and finance offices; which is very important in a small school setting.0113: New Athletic Features in Fin Aid (0113)
Back to top
If you are a Financial Aid individual that struggles with your institution’s scholarship and athletic information, this course is for you! With the installation of the 8.2 Financial Aid Release, the doors will open to a world that allows your institution to monitor scholarship and athletic information by term. Additionally, you can view maximum terms, amounts paid, loss of eligibility, just to name a few. We will review the necessary set-up as well as day-to-day use of the Scholarship and Athletics enhancement.0054: Out of the Box Communication (0054)
Back to top
Banner Letter Generation can be frustrating to learn and use. Come learn how to use the communication tools right out of the Banner box. We will discuss the designing of letters and paragraphs in Banner as well as writing those pesky little variables. Harding University has purchased FormFusion and AppWorx to assist in a viable solution for our communication woes. We will take a look at what possibilities this opened up for our office in the way of using Letter Generation.1180: Part of Term: Student and Financial Aid (1180)
Back to top
Liberty University has 25,000 non-traditional students taking courses in an 8 week modular format. The presenters will review Liberty University's part of term set up to manage this program in Banner, covering the interaction of Banner Student and Financial Aid. In doing so, the presenters will use Liberty as a case study on Banner's part of term options and capabilities. This session will target both functional and technical users.0271: Population Selection Financial Aid (R) (HOT) (0271)
Back to top
Hands on Training Population Selection focusing on Financial Aid, Population Selection as it is related to Financial Aid.1251: Population Selection Financial Aid (R) (HOT) (1251)
Back to top
Hand on Training Population Selection focusing on Financial Aid, Population Selection as it is related to Financial Aid.0423: Posting State and Other External Awards (0423)
Back to top
Banner's Business Process APIs are powerful tools which can help you automate many critical tasks. We will show examples and techniques on using these APIs to automate posting external and state awards.0337: Processing Summer Financial Aid Awards (0337)
Back to top
One question always asked during a Banner implementation is how to set up and process financial aid for summer sessions. This session will discuss the "how to's" of separate terms, parts of term, COA Budget Adjustments, and aid periods, to name a few!0406: R2T4 - Are You in Compliance? (0406)
Back to top
Are you sure you're in compliance with R2T4? The Federal Return of Title IV process is extremely complicated. In this presentation, we'll show you how Southeast Missouri State University has streamlined the process from identifying R2T4 students all the way through notification. This is done through creative reporting and automated letters without modifying Banner baseline forms — and keeping in compliance with federal regulations. We'll show how we have complimented RPRTIVI, RPRTIVC, and RPRTIVR by writing additional in-house software to enhance the R2T4 process. These enhancements have been placed in Job Submission (GJAPCTL) to emulate Banner baseline. The major advantage of this Southeast-written enhancement is the automatic mass-selection of appropriate institutional charges. This is to ensure that the charges used in the calculation are the same that were initially assessed the student for the entire payment period/period of enrollment, as applicable, in accordance to the regulations. Additionally, our reports allow quick viewing of information to easily return the appropriate funds and provide details on accounts with adjustments made after the return of funds has been processed.0099: Real World Algorithmic Packaging (0099)
Back to top
So you've heard about Algorithmic Packaging in Banner 8? Join us for this session and we will review some real applications of how algorithmic packaging can be used to package aid at your institution.0322: SQL Basics for the Non-Technical Fin Aid (0322)
Back to top
This session is designed for the "non-technical" individuals who are interested in the basics of SQL and its application to Banner Financial Aid. The session will cover the structure of an SQL statement, how to research Banner tables and views, and how to write SQL statements to query your database and the usage of SQL in your Pop Sels and RORRULEs.0414: Student Lender Management (0414)
Back to top
FFELP Lenders dropping out every time you turn around or just running out of money right before the term starts? Implementation on your mind? See what the new Banner FA Student Lender management tools can do for you! Start from scratch or convert each students lender history from legacy. Students select their lender from FA Self Service if they have no lender or their lender dropped out. Create a "Recommended List" but provide the student a way around it to be in compliance. The University of South Florida (USF) is an urban public research institution with over 43K students with undergraduate and graduate programs. USF has been a Banner client since 1998.0096: TEACH Grant Banner Processing (0096)
Back to top
The TEACH Grant began with the 0809 Award Year and many schools are in the midst of learning the particulars of the process. This session is for Financial Aid staff interested in learning how to process TEACH Grant awards in Banner. We will review the necessary setup of the system to award, disburse, and report TEACH Grants. This information will apply to both Banner 7x and 8x institutions.0612: Term-Specific Processing for SAP (0612)
Back to top
At the end of our second Banner Financial Aid year (release 7), and the end of the first Banner Student year, Colorado State University automated Satisfactory Academic Progress processing. One function of our old SAP process that we wanted to retain was the ability to have different SAP rules for different terms. Using a combination of web applications, Banner processes, and UC4(Appworx)job chains CSU implemented a SAP process that allows for using term-specific rules, as well as automating not only the SAP calculation, but storing point in time data, providing real-time reporting, and sending electronic notifications to students. While not intended to be a discussion of SAP policy, this presentation will be a discussion of how CSU is using available technology to customize the SAP process for the institution without modifying baseline Banner, and will be useful for technical as well as functional financial aid staff.0285: Transitioning to Direct Loans from FFEL (0285)
Back to top
Transitioning to the Direct Loan program can seem daunting when balancing the needs of the institution, Financial Aid Office and student populations. This session will focus on implementing the Direct Loan program at your institution rather than the fundamentals between FFEL and DL and why you should make the move. We will discuss initial setup and implementation, to process flow of originations and disbursements and finally self-service functionality to transition your student population to the web. This session will also touch upon baseline banner and self-service functionality and demonstrate that very little modification is necessary to make the leap over to DL.Banner General
0009: Address Verification in Banner (0009)
Back to top
Real-time address verification, telephone, name, and email checking are integral parts of improving data quality and communication. With CLEAN_Address, address verification is now an easy, low-cost solution for institutions using Banner. Attendees will learn the basics of address verification and the simple process to support real-time, seamless integration in Banner Forms (INB), Web self-service applications (SSB), and batch processing. CLEAN_Address supports address verification, telephone checking, name standardization, and email address validation within all components of Banner - INB Forms, Web SSB, and Batch processing. Overview: 1. Functional overview of address verification and the benefits 2. Technical discussion of architecture and implementation with live demos 3. Financial return on investment by having data quality checks 4. Discussion of batch and real-time data quality checking within Banner.0892: Banner 8 - An Early Adopter's Story (0892)
Back to top
This presentation will go over Drexel's experiences in implementing Banner 8. I will discuss the resources needed to set up the Banner 8 test environment, the timings in building the databases and migrating the data, and the test plans that were used by the various Module administrators. Furthermore, I will discuss technical issues encountered, such as understanding the new requirements in ProC coding, the fallout of PIN encryption, and the various challenges Banner 8 introduced for integration with 3rd party systems such as Luminis and TouchNet.0167: Banner 8 Security Enhancements—Part 1 (0167)
Back to top
We will explore the recent enhancements for Banner Security. In the Banner General 8 release Banner Security is enhanced to include new features related to Security Auditing, expanded capabilities in Distributed Security, Security Groups, the ability to tie a Banner ID to the Oracle ID on GSASECR and much, much more. This session will be divided into a part 1 and part 2 and the material covered in each session will be different.0165: Banner 8 Security Enhancements—Part 2 (0165)
Back to top
We will explore the recent enhancements for Banner Security. In the Banner General 8 release Banner Security is enhanced to include new features related to Security Auditing, expanded capabilities in Distributed Security, Security Groups, the ability to tie a Banner ID to the Oracle ID on GSASECR and much, much more. This session will be divided into a part 1 and part 2 and the material covered in each session will be different.0555: Banner Upgrades (0555)
Back to top
Performing Banner upgrades is an important, but challenging job for any IT department. Balancing the need for an upgrade and ensuring no diminished custom functionality or minimizing database down-time requires a well laid out strategy. There will be discussion of some of Utah Valley University's (UVU) streamlined multi-instance upgrade procedures which help ensure a module upgrade runs as smoothly as possible.0399: Banner7/8 Tape Load and Common Matching (0399)
Back to top
How Utah Valley University (UVU) sets up and uses the Tape Load and Common Matching procedures in Banner 7 and 8 to minimize Multiple PIDMs.0216: Globalization Enhancements in 8.x (0216)
Back to top
Accurate storage of name, address, identity, telephone and monetary information is a fundamental building block of any 'relationship management system'. Banner 8.0 Internationalization provides enhancements for bio-demographic information, monetary information, and Unicode/UTF-8 database encoding. These enhancements meet PESC (Post-secondary Education Standards Committee) standards and allow institutions to handle US and Non US based naming standards, address and telephone standards, and handle larger amounts and rates. Attend this session to learn the details of these enhancements.0124: Mod: Collecting Hispanic Subgroup Info (0124)
Back to top
Responding to mandated changes by IPEDS in racial/ethnic categories, SunGard Higher Education (SGHE) is working on a solution to collect and store racial subcategories for students and staff. However, many schools also need to collect information on ethnic subcategories, i.e. Hispanic subgroups, which will not be supported by the SunGard solution. The University of Illinois has contracted with SGHE to modify their race/ethnic data collection and storage to include the ethnic subcategories we need to better understand shifts in our demographics. We will present an overview of the regulatory changes, details on the new data structures and screen modifications we propose to support ethnic subcategories, and our implementation and bridging plan. This session is designed for schools who need more detail on Hispanic enrollments and might be interested in partnering with the UI in this project.0818: Multiple Pidm Problem Solved (0818)
Back to top
Come and learn how George Washington University (GW) was able to take control of our multiple PIDM problem by implementing an innovative process of prevention, proactive identification, and resolution of the multiple pidm issue in Banner. The presentation will cover both functional and technical aspects of the solution. The appropriate rules (balancing performance vs efficiency) in the Baseline Common Matching Form are utilized for minimizing the creation of multiple pidms. You will see the logic behind the batch program that is run nightly in PROD to pro-actively identify potential multiple pidms. Learn about the sophisticated user-friendly resolution tool that encompasses extracting of all data related to the multiple pidms, analysis of the data, auto-generation of script to merge data of multiple pidms, and complex approval process involving multiple User departments before deploying the resolution in Production. The tool also provides archiving and reporting capabilities.0575: On-line Event Registration (0575)
Back to top
Bates College built a series of user friendly self-service pages to register folks for functions set up in the Banner Events tables. This presentation will show you the Self Service pages, discuss the process for building this system and the short timeline to bring this system up. Note that no customized tables were built. We use this system for any Bates events requiring an RSVP and it serves as our Physical Education registration system. The system includes wait list functionality for events.0220: PIN Enhancements (0220)
Back to top
There has been a growing demand from institutions to protect (encrypt) PIN information in the database. Because of mounting pressures regarding security and liability associated with the potential for security breaches, password and PIN encryption is rapidly becoming a local requirement of security officers and internal auditors at many institutions, as well as by state regulatory agencies and external auditors. During this session we will outline Banner PIN enhancements for Banner 8.0.1043: Post Implementation -- Lessons Learned (1043)
Back to top
If your institution is approaching the Banner "go live" or is in the initial years of post implementation, then this session is for you. Project manager, functional lead, and technical lead share lessons learned about life after implementation. Learn about what worked, what did not work so well, and what not to forget. Take advantage of the unique opportunity to hear from three different perspectives on the critical aspects of post implementation. We will share lessons learned, successes, and general experiences. Some topics to look forward to are: Banner build, reporting, self service, luminis channels, communication, MOCK practice, and documentation. Discussion on how to most effectively utilize the new tools in the daily life of University business.0223: Supplemental Data Engine--Functional (0223)
Back to top
Functional Overview of the Supplemental Data Engine ('SDE') for Baseline Banner 8.0. SDE provides you with a simple way to add data fields to Banner forms without customization. Users can enter supplemental data from any form that uses a database table where supplemental data rules have been defined. Attend this session to learn how to set up and use the Supplemental Data Engine in Banner 8.0.0225: Supplemental Data Engine--Technical (0225)
Back to top
The collection of data for Businesses can, at times, be quite unique. Attend this session to learn about the Supplemental Data Engine (SDE) that is being delivered in the Banner 8.0 release. The SDE provides a generic method for creating, storing, updating and intelligently displaying data extensions to the Banner table without the need for programming. This session will examine the technical portions of the SDE.0995: Understanding Pin Encryption in Banner 8 (0995)
Back to top
The introduction of PIN encryption in Banner 8 produces new challenges of how to communicate PINs to various constituencies. In Banner 8, PINs are now stored as hashed values in the GOBTPAC table. There is an audit table for GOBTPAC, GORPAUD, which allows institutions the option to store PINS in clear text or as hashed values. In this presentation we discuss the technical differences between hashing and encryption, how to keep synchronized a hashed PIN in GOBTPAC with its clear text value in GORPAUD, and how to produce e-mail and letters using the clear text value. When GORPAUD is encrypted, we discuss how to retrieve PINs using the Banner 8 API.0075: Upgrades/Patches: Creating Test Plans (0075)
Back to top
You are busy enough with your day-to-day workload when along comes another upgrade or patch. Having a pre-developed test plan will save you time and effort and help ensure that the upgrade or patch will work correctly when implemented. This session will take you through the processes and procedures Drexel University uses in testing the Banner Student module each time there is an upgrade or patch. Examples from the upgrade to Banner 8.x will be used, but this applies to any and all upgrades. Functional users who work with the Student module and are involved in testing would benefit from this session.1024: Web Tailor for Functional Users (1024)
Back to top
Find out how to customize Self-Service Banner without modification. Learn the extent of changes possible with "Web Tailor" and the challenges of using Web Tailor for functional staff. See Web Tailor in action and find out what tools are available to learn more.Banner Student
0180: A Non-Credit Transcript Solution (0180)
Back to top
Find out how The Community College of Baltimore County met the challenge of non-credit transcript development and implementation for a large, multi-campus non-credit division. This class presents the challenges, both administrative and technical, and the on-going refinement and development of our non-credit transcript solution.0500: Academic Advising (BOF) (0500)
Back to top
This is a client-led discussion on Academic Advising. Attending this session is a great way to network and learn how other schools use Banner in the area of academic advising. Attendees are encouraged to bring their questions and/or discussion topics and to listen to and exchange ideas about how Banner is used to support the policies and practices at other institutions.0243: Academic History Conversion Made Easy (0243)
Back to top
This session will discuss the "Super Table" Methodology service for converting your Academic History. The "Super Table" helps create a more streamlined approach to loading Institution, Transfer and Degree Academic History tables so your data is loaded in the proper order for a successful conversion.0230: Academic Planning & Strategic Scheduling (0230)
Back to top
Academic Planning and Strategic Scheduling — Beyond Degree Audit and Roll-forward Scheduling: In 2001, University of North Carolina, Greensboro (UNCG) implemented the Banner CAPP degree audit system hoping to reduce the substitution and waiver rate by making degree requirements more clearly available to students. With this focus in mind and a growing national trend toward increased accountability in retention and graduation rates, UNCG looked for ways to take a closer look at student achievement and how technology may be used to identify successful programs, analyze technical and procedural barriers, and gather more information about students and student behavior. This session will include information about UNCG's CAPP implementation and scheduling practices that led to a desire for increased functionality relative to academic planning and strategic scheduling. To truly provide quality service to currently enrolled students, UNCG wanted to implement solutions going beyond degree audit and traditional roll-forward scheduling by determining student intention, actual course needs, and scheduling preferences in building an informed course schedule throughout the academic year. This session includes information on baseline Banner, a custom UNCG modification, and SunGard Higher Education partner products.0064: Advising Areas Defined for Students (0064)
Back to top
Our campus emphasizes advising, but does not assign a specific advisor and some students have to be advised by more than one person. It has been confusing for the students to determine who they needed to be advised by. We also had issues with multiple advisors and only one pin to block registration. So we designed and assigned advising areas for our students based on their major and classification. We created some new forms and tables in Banner that stored our 'rules' for area assignment and created a program to assign and/or delete the areas according to the student's major. We created a web form for the students to view the areas, as well as a Banner & web form for advisors to mark that the student had been advised. There is a program that runs frequently that determines if a student has completed all required advising and then removes the pin from SPAAPIN, thus clearing them for registration. We have taken it one step farther and created a web app for advisors called the Unified Advising System.0891: Advisors for the Weary (0891)
Back to top
Are you tired of manually assigning an advisor to every student, one by one? Try our rule-based automated Banner advisor assignment. This session shows you how to create a rule table and the form to populate it, how to create a job to process the assignments, and how to create the assignment criteria, and how to roll the assignments from one term to another and more.1126: Assessment---Are you Getting it? (1126)
Back to top
Are you capturing assessment results that provide information to make informed decisions about curricula and courses? Institutions of higher education across the country and internationally, have recognized that a full commitment to teaching and learning must include assessing and documenting what and how much students are learning and using this information to improve the education experiences being offered. Western Washington University has developed an outcome assessment tracking system that uses custom and existing Banner tables to track assessments at the student and course level. The novel approach integrates Banner data to provide demographic and course reports using a data warehouse protocol. Course assessments are also built into a syllabus building tool and can be easily incorporated into a departmental web site. Future goals include the integration of a test bank with assessment results. In April, 2008, the system was given a "Commendation" by the Northwest Commission of Colleges and Universities. They stated, "WWU's Western Assessment Data Management System is a robust tool for linking articulated course assessments to student performance." The presentation will focus on the core elements of the system and show templates used to track student, course, and program level assessment outcomes.0362: Assigning Advisors using Rule-Based File (0362)
Back to top
Discuss one-way to use different department, school criteria in assigning primary and other advisors to selected student populations. Demonstrate how job submission processes would utilize external maintenance .csv files that may include assigning advisors based upon alphabet divisions of students last name, class status by earned hours, matriculation programs, concentrations and assigned student attributes, or any combination in order to first create a student list .csv population file. Note how to assign advisors for student minors that are not limited to student programs. Demonstrate how functional users review and modified this student list report to have it become the input external file for processing, first in audit mode which can be followed with an update run. Show how the student list file presents student primary matriculation information, what advisors are currently assigned and which advisors would be assigned using the rule-based files. Demonstrate functionality for replacing a single advisor from enrolled students or particular matriculation based student populations. Show how processes can be limited to present lists and also when processing those lists. Explain the strategy behind the functional users maintaining the rule-based .csv files that are based upon exception entries. Give examples of the creative select statements and algorithm development.0712: Automating Law School Anonymous Grading (0712)
Back to top
Seton Hall University has completely automated the process of anonymous grading at the Law School from creating individual exam numbers to loading the grades into Banner. Students are able to get their exam numbers when they log into Banner Self Service. Faculty members only see exam numbers and the column to enter grades. Faculty members can check if the student grades fall into the required curve by a click of a button. After the grades are submitted online, they are automatically loaded into Banner for processing. You will see the process from begin to end including the technologies and code used to accomplish this.0291: Banner & E-Catalogs: A Winning Combo (0291)
Back to top
Oberlin College uses Banner to feed course and section information into our e-catalog, eliminating double entry, increasing efficiency, and providing a powerful and valuable e-catalog for our campus community. Our ability to integrate course information from Banner to our e-catalog significantly reduces our reliance on printed catalogs, helping us minimize costs in a tough economy, and also helping us contribute to our campus environmental initiative by significantly reducing the amount of paper used to print catalogs and in our curriculum-change processes. A presentation team led by Oberlin Registrar Liz Clerkin will focus on how we improved the level of accuracy of data published in the e-catalog, how we are using a collaborative online editorial approval workflow to empower academic departments, and how this process positively affected our ability to produce an academic catalog with more realistic deadlines for department chairs, students, and advisors. We also will discuss the technical process involved in importing course data from Banner to our e-catalog, how we managed the change in editing processes impacting academic departments, how successful (or not) we have been in moving from a print to online catalog, and what plans we have for future development.0586: Banner 8.0 Registration Restrictions (0586)
Back to top
Learn about the enhancements to Registration restriction rules as part of the Concurrent Curricula Phase V project. Additionally, learn how you can customize registration error messages to meet your specific registration processing needs.0562: Banner 8.0: Grad App and Manual Roll (0562)
Back to top
Streamline your graduation processing with Banner 8.0 Self Service Graduation Applications. These new procedures and self service pages reduce the collection of multi-part forms and extensive data entry often used to determine your graduating class. The new functionality reduces data entry and permit institutions to defer the creation of degree records for students until you need them, decreasing the creation of unnecessary records.0737: Banner and Quality Assurance (0737)
Back to top
Banner's and quality assurance in administrative processes at Benemérita Universidad Autónoma de Puebla (Mexico)(BUAP) The processes of School admissions, enrollment and readmission in the Benemérita Universidad Autónoma de Puebla (Mexico) are certified on ISO 9001-2000 ISO. Banner's role in this certification has been essential as it provides the platform of process integration that allows us to generate reliable and projected information that nourishes continuing improvements in school administration. An average of 40 thousand applicants, 17 thousand newly enrolled and 38 thousand registered students, have benefited with easy access as well as time and commuting savings, with a 100% online registration service. Service satisfaction surveys among student users at BUAP, report highly positive, which represents significant difference for a public university.0507: Banner Student 8 - Ask the Experts (0507)
Back to top
Do you have questions about the Banner Student 8.0 functionality? Bring them to this session and the SunGard Higher Education Banner Student development team will provide you with the answers.0504: Banner Student 8.0 Mass Entry Overview (0504)
Back to top
Tired of manually updating records on an individual basis? Looking to save time? Come to this session to learn about the enhancements to the existing Graduation Mass Entry forms as well as new Mass Entry forms introduced with Banner Student 8.0 for Admissions, General Student and Registration information.0503: Banner Student Technical Update (0503)
Back to top
This session will focus on the technical changes made to Banner 8.0. We will provide examples and information about APIs, outer joins, object access views, and Concurrent Curricula technical methods. Additionally, we will review enhancements to the Banner Student product that drive us towards a more global solution.0159: Beginning Transfer Articulation (0159)
Back to top
This session will focus on the steps needed to begin the Transfer Articulation process in Banner. It will also include some data entry tips that we have found to be helpful at Guilford College when first implementing Transfer Articulation.1049: Beyond Security: Better Data with FGAC (1049)
Back to top
While the University of Illinois has used FGAC controls extensively to meet various security requirements, we have also developed a number of rules that are intended to ensure data integrity and to bridge gaps between Banner functionality and campus needs. For data integrity, we have developed rules to avoid a known issue with backfill of concurrent curricula data and to regulate entry of program data that is not easily accommodated by SOACURR. In areas where we have experienced gaps between Banner functionality and campus needs, we have used to FGAC to hide certain data from view for batch processing. Examples include hiding certain SHRTTRM records during SHRASTD processing, hiding OLR registration records during SHRROLL, and allowing SGASTDN updates from SGAMSTU when registration exists. This session will include background on the business needs identified and the (sometimes unorthodox) FGAC set up involved.0233: CAPP - The Student Adjustments Side (0233)
Back to top
The ability to adjust the courses and requirements for individual students for specific situations can be handled within CAPP. Come see how and see what are the pertinent Banner Forms to be used in version 7.3 of Banner Student. The 4 key Forms are SMASADJ, SMASARA, SMASGRP, and SMASPRG. And some resulting WebCAPP output will be displayed.0339: CAPP Basics: Best Foot Forward (0339)
Back to top
Building a degree audit system can feel like climbing Mt. Everest. The key is getting started on the right foot and using all the tools at hand to make the climb as stress-free as possible. In this session we will look at CAPP, what it can do, how to organize your data, the ups to downs of building CAPP and some tips for successful implementation. Because every university is different, we'll look at general concepts and ideas for implementation of CAPP.0461: CAPP vs. DegreeWorks (0461)
Back to top
CAPP or DegreeWorks? Which is right for your institution? This session will point out some of the pros and cons to each system. The discussion will include some of our experiences implementing and maintaining CAPP over the last 4 years and our experiences with our current endeavor of implementing DegreeWorks. We will also incorporate some of our reasoning behind our decision to switch from CAPP to DegreeWorks.0088: CAPP: Taking It To the Students (0088)
Back to top
WSU has developed a self-service web interface for students and advisors to interpret and display compliance results. The web interface builds and then extracts the standard CAPP compliance information from Banner and uses it to generate a clear and concise degree audit for each student. Through the degree audit, students can view their academic program information, credits required and completed, courses required, in-progress, and completed, and GPA. Other links allow students to click on a required course to view the course description and prerequisite information, and then to link to the current course schedule to check for course availability. Requirements that are rules or groups of courses are linked to display a list of courses that will satisfy the requirement. For advisors, transfer courses display the WSU grade equivalent, and are linked to display the transfer institution and original transfer course information. Other links provide academic program history, transfer course equivalencies, course history, GPA tables, test scores, and comments. Experienced and Functional Users0750: CAPP: Rules Processing (0750)
Back to top
The use of CAPP Rules is the most powerful component of this entire module. However, the encoding of Rules can sometimes be daunting and confusing since there are many options within this feature. The speaker will explain, step-by-step, how each of the functions interacts with each other. Your understanding of Rules processing will enable you to properly enforce even the most difficult curriculum requirements and will make a significant difference in the readability of your hardcopy output.0534: Career Development Processing in BSS (0534)
Back to top
We will demonstrate how Drexel has created an integrated method of aiding graduating students in finding employment. Both technical and functional information will be provided. Our solution includes Employer, job, and interview tracking.0098: Catalog and Schedule Best Practices (0098)
Back to top
Do you have questions regarding the creation of your Banner Catalog and Schedule and how they work together? In this session, we will discuss common mistakes and/or misunderstandings about the catalog and schedule; whether to build or to convert them; how to determine the start term of your catalog; what you should build or convert; how they work together; what is override-able in the schedule that defaulted from the catalog; and various other pieces of information. Remember that the better you understand these two modules, the better Banner Student will work for you.0626: CEUs and You (0626)
Back to top
This session will present how the University of Mary Washington planned and implemented the entry of CEU courses and students into Banner. Come and see what steps we took in the implementation, what issues need to be addressed, and share what your institutions are doing.1138: Class Scheduling Registration Tools (1138)
Back to top
The student registration process has always been a time consuming process. There are many choices and a constant training process for each new incoming class. Students struggle with fitting sections within time constraints, selecting the appropriate link sections and specific section restrictions. The University of Illinois at Chicago has created two schedule tools to help in this process. The class scheduler allows students to build a schedule that fits within time constraints for open/all sections. The tool returns up to fifteen hundred possible schedule combinations. The Course Section finder allows a student to find sections of the course that fit within an existing schedule. These tools provide the proper section combinations (i.e., lecture, lab and discussion). This presentation will provide a live demonstration of the tools and the tool logic. The class is intended for all levels of users and will discuss the technical aspects of building the application.0411: Clean Up Your inACTive Student Records! (0411)
Back to top
Our Banner INB users are now able to use Job Submission to set SGASTDN records to 'IS' (inactive) if there has not been a registration for the student in a year's time, or if a student has multiple active SGASTDN records that need to be inactivated. The INB users can run the process in Audit mode to review, and then the Update mode to make the change. With clean SGASTDN records, our data for reporting is more accurate, and our students are placed in the appropriate Luminous roles of 'Active Student' or 'Inactive Student'. This placement provides more security for our system, and helps in customer service to the student when reapplying, registering, requesting transcripts, etc.0453: Collaborative Work Module (0453)
Back to top
A presentation on the working of the Collaborative Work Module 8.0. The CWM 8.0 is a new development by the European Solution Centre that is designed to support thesis submission and tracking as well as any collaborative work between two populations of Self-Service Banner users, the authors and the reviewers. Authors can create versions of their document, attach files to them, submit the versions for review. Reviewers can create reviews of versions submitted for review (i.e. definitive version that cannot anymore be amended by the authors), attach files to the reviews. The different steps in the authoring and reviewing process can be associated to ordered tasks with a target completion date and the possibility to schedule email reminders.0245: Concurrent Curricula - SQL Made Easy (0245)
Back to top
This session will review different ways to query in the Concurrent Curricula tables (SORLCUR and SORLFOS). In addition, SQL examples of maintaining Concurrent Curricula data will also be shown.0397: Continuing Education (BOF) (0397)
Back to top
This session will focus on the use of Banner Student for supporting Continuing Education programs. A small panel consisting of users from various colleges and universities and SunGard Higher Education will lead discussion. The format of this session will be an open forum where attendees can bring their questions and discussion topics about how Banner Student can be used to support Continuing Education. Part of this session will include information on how Flexible Registration can be used to enhance the "registration" processes for non-credit programs.0796: Course Choices with Self Service/CAPP (0796)
Back to top
Nottingham Trent University is a UK University with a requirement to provide course selection from Banner for students. In addition to this, the university is committed to providing online services to students so wanted to ensure this could be provided as an online service. The CAPP module was used to maintain the curriculum rules for the process and the Registration module was used to maintain the student module registration with no enhancement needed. The additional development took place in the Banner Self Service area. This was extended to provide the interface for the students to make their selection. This presentation will describe the development requirements, the design, a demonstration of the process in Banner and self service, issues, resolutions and plans for the future.0878: Current Curricula for New Users (0878)
Back to top
Based on Banner Student 7.5. For New and Migrating Banner Users, a functional description of Concurrent Curricula. This session will address definitions of terms used with concurrent curricula, options for implementation setup and gotcha's for curricula maintenance. Examples of the implementation used at University of San Diego will be presented as well as the methodology for migrating from our legacy system. This session will also discuss the options available for maintaining the Student's Curricula over time.0992: Customer Service Improvements at FSU (0992)
Back to top
Fairmont State University would like to share our one of our success stories with the student services staffs of other institutions. We have implemented several changes in the past year in order to improve the customer service that we provide to our students. In the past, we have struggled with getting students to the correct person in the organization with the knowledge to answer specific questions. This resulted in many dropped phone calls and much time wasted by students and parents waiting for the right person to become available. By re-organizing our Admissions, Registrar, Financial Aid, and Accounts Receivable offices into one unit (with no increase in staff) and creating a couple of custom Banner self-service products, we have been able to significantly reduce the amount of time needed to help individual students. As an example of the improved efficiency we can look at Financial Aid call volume. The number of calls during the first week of classes for our fall semester was half of what it was a year ago.0400: Departmental Holds - LEAP Solution (0400)
Back to top
LEAPing from Plus to Banner and need to place holds at the departmental level? This session will outline the rationale, development, security and practical use of department-level holds set up in Banner, allowing multiple users in each department to flexibly assign and/or release holds without making any modifications to baseline Banner. Creation of a population selection to place mass holds will be reviewed, step-by-step instructions to place/release holds will be demonstrated and the incorporation of single sign-on in the Luminis portal.0417: Electronic Transcripts using FormFusion (0417)
Back to top
The National Student Loan Clearinghouse has an Electronic Transcript Exchange (ETX) service that allows institutions to exchange PDF transcripts through them. We have used the Evisions' FormFusion product to create a template for transcripts that determines whether the PDF transcript should be printed for mailing or FTP'd to the ETX service. The FormFusion template refers to the SORXREF table to determine whether to send or to print. The SORXREF table holds the entries for institutions that are ready to receive PDF transcripts from us. If an entry for an institution (or individual) does not exist in SORXREF, the transcript is printed for mailing. If there is an entry for the receiving institution in SORXREF the transcript is copied to a directory which is used to FTP to NSLC nightly (we also receive nightly). NSLC sends a confirmation email when they receive a transcript from a sending institution. At that same time they send an email download alert to the institution that is to receive the transcript.0077: End of Term Processing (0077)
Back to top
This session will give a layout of the processes that need to be run at the end of each semester to update the students transcript with courses and grade and to update academic standing for the student. Guilford College has been live with Banner and running these processes since 1999.0834: Enhanced Electronic Gradebook (0834)
Back to top
Each institution, each school within an institution, has specific rules and processes for the marking process, that make it be different from another institution or school within the institution. The European Solution Centre, in collaboration with a focus group of European clients, has redesigned the Banner Self-Service Electronic Gradebook (EGB) to offer a more granular control on when (and which grades) are available to Students on Self-Service Banner and many enhancements to make the Electronic Gradebook customizable to meet local needs: (i) flexibility through a rule based implementation of the marking and grading process as well as (ii) freedom to redesign, as part of the implementation, the layout of EGB web pages. This enhancement also includes anonymous marking and the availability of Self-Service reassessment of marks for components and sub-components in Academic History. We will present how the Dublin Institute of Technology actively participated in this project and implemented the product.0008: Enhancing Registration with a Front End (0008)
Back to top
The University of Illinois' online initiative (its Global Campus) has developed an alternative to Banner's Self-Service registration. Students are stepped through the classes in their program of study in an optimized fashion and are presented with only courses and sections that they are eligible to register in. Students can request registration in multiple terms and parts-of-terms in a single session. The students pay a registration deposit at the time of registration and are assessed as part of regular Banner processing. Students and their advisors can review the student's progress with a registration checklist facility. This system utilizes Banner data in addition to a small data store that describes the programs of study. The registration system is access through a Luminis portal. This presentation will describe what both the student and the advisor can see and do as well as what is planned for the next phase of the system. Some technical information about the data store will be included. The University has been using Banner for Registration since 2004; we are currently on Student 7.3.0867: Faculty Load for Multiple Contract Types (0867)
Back to top
The Connecticut Community College System implemented the Faculty Load module in 1999 to track full and part-time faculty who were members of two different bargaining units. In 2008, we expanded our use of faculty load by creating rules to include four categories of administrators and two types of clinical faculty. In total, we now track ten different contract codes with different workload rules. As a result of this implementation, our colleges now have a much clearer view of their faculty resources. This presentation will provide an overview of our use of the module as well as a review of several custom reports that were created to support the faculty load users within our 12 college system. This presentation is based on Banner Student version 7.4. Attendees should have familiarity with the Faculty Load module and its relationship to Banner Catalog and Schedule. Please note: We do not use the Banner Human Resources System and we are not currently using Open Learning Registration.0115: Final Exam Scheduling (0115)
Back to top
Final Exam scheduling is a challenge for most campuses. Hofstra University has developed a modification to reflect the final exam meeting information onto the course schedule. This allows students and faculty to view their final exam schedules via Self-Service. We will present the modifications made to Banner Student (v7.3.2) and Self Service (v7.3.2), as well as the procedures used by Academic Records to enter and maintain the information. The session will be geared to both technical and functional users as both the programming behind the modification and the procedure implemented will be discussed. Hofstra University has been live with Banner since Fall 2002 and host of the 2008 Presidential Debate.0317: Flexible Registration for Continuing Ed (0317)
Back to top
Flexible Registration is an anytime, anywhere self-service solution that helps clients promote their non-degree programs and services. This is achieved through an on-demand, rich web-based system that allows learners to register and pay for non-credit classes typically associated with continuing education programs. All of the admissions, registrations and payments made through Flexible Registration happen in real-time and without the need for an administrator. It is not a shadow system, but a fully integrated solution for Banner. Come see an interactive demonstration of Flexible Registration Release 1.0, given by the lead functional specialist at SunGard Higher Education who has been with the solution from its inception through its initial release. After the demonstration, the road map for the future will also be presented.1253: Flexible Registration:Student Enrollment (1253)
Back to top
Flexible Registration is a new solution for our clients that will provide a rich web-based experience for learners to search, register and purchase courses. The product is currently available for CE students and will be available for traditional students in September 2009.0707: Freshman Electronic Check-In (0707)
Back to top
An electronic Check-In page has enabled Drexel University to leverage Banner Self-Service to better identify freshmen “no shows.”1129: Graduate Application for Admission (1129)
Back to top
Banner is rich in resources for supporting all phases of the admissions process for graduate students, including different application forms, test scores, essays, transcripts, supporting documents. Preparing the application template is complex and sets the stage for learner and outcome records. SunGard Higher Education provides documentation of all the detailed steps that are required for setup. This session will discuss the relationship of Banner functionality in terms of the institution's business processes, along with a flow and logic for each aspect. It will particularly focus on lessons learned and missed opportunities — if we had only known. UC Davis has used sisweb to support our application for graduate admission for the past 10 years, and has evolved with Banner enhancements. This has been greatly complicated with interdisciplinary graduate groups that make decision recommendations on applications for admission and fellowship. At the same time, the central Office of Graduate Studies is an integral part of the process. Banner does provide what is needed if you know where to look. Additionally the session will touch on our approach to person matching without using ssn. Optimally this session will lead into the session discussing our on-line review of applications.0418: Hold on, When am I Eligible to Register? (0418)
Back to top
Are you using PIN-less Registration Time Controls (SFARGTC) to assign registration dates to students but find there is no easy way to notify students of their assigned date and time? At Ferris State University we have developed a Registration Status webpage for the Student SSB module to solve this problem. This webpage provides the student with single click access to key information prior to the opening of registration: 1) Assigned date and time for registration, 2) Any outstanding holds that will prevent registration, 3) Academic standing/progress issues that will prevent registration, 4) Advisor name and contact information. This page was so well received by students that we also developed a Faculty/Advisor SSB version so advisors can review this information with students during advising sessions. The presentation will highlight the steps involved to create a custom self-service webpage (with sample source code) as well as a demonstration of the completed project. Intended Audience: Banner 7.x Schools using Registration Time Controls (SFARGTC) to assign registration dates. Familiarity with Oracle SQL stored procedures, Self-Service customization, and Web Tailor helpful but not an absolute requirement to understanding the presented material.0366: Housing Repurposed: Phys Ed Locker Room Mgmt (0366)
Back to top
Athletic and Physical Education Locker Room Management: A complete location management and housing system. Lane Community College is a commuter college without student housing, but the college has re-purposed the housing module to build a complete locker room management system The system is now 5 years old and uses student self-service, location management and housing, accounts receivable, and Evisions printing. The locker room system was created without any Banner baseline modifications with self-service web and SQL script package development. Students can self-assign themselves to a locker in Banner self-service and the locker room staff can assign clothing and/or equipment to students and athletes, as requested. If a student forgets their locker combination, they can always look it up using student self-service. At the end of the term, students can have their locker assignment rolled from one term to the next using the Banner Housing roll process. An in-house e-mail package is also used to message students about the availability of the locker room service and any pending deadlines. Technical and functional information will be shared about how the world's smallest dorm rooms (PE baskets and lockers) are managed using Banner and Evisions technology.0743: Incomplete Grades - "I Need More Time" (0743)
Back to top
Banner 8.x provides new features for incomplete grade processing. This session will provide an overview of these new features as well as detailed information for set-up and implementation of this new feature.0514: Interoperability Across the Entire Student Lifecycle (0514)
Back to top
In these changing times, administrators are constantly evaluating programs, products, and services to ensure their efficiency and value. While enabling data-driven decision-making, the proven cost-savings achieved through the use of data standards now become more important than ever. Add on improved data quality and easier access to data needed, and data standards become an enterprise-wide solution. PESC, the Postsecondary Electronic Standards Council, is the voice for the efficient and secure exchange of student data from initial access of the student from high school into the college environment through successful completion of the education experience. For Summit attendees, this session will provide a comprehensive briefing on PESC approved standards in use across North America including the high school and college XML transcripts, among others. Updates on the current Academic Progress, Admissions Application, Course Inventory, Education Test Score Report, IPEDS, and PDF Transcript XML development work groups will be provided. Initiatives to be discussed include the Electronic Authentication and Authorization (EA2) Task Force, the Education Record User Group, the PESC Seal of Approval Program, and efforts to align data standards over the entire lifecycle of the student (PK-20).0947: It's Easy! Convert Prerequisites to CAPP (0947)
Back to top
Convert from Banner's generic prerequisite system to using CAPP Area Pre-Requisites. You can use the pre-requisite feature to dramatically reduce maintenance time, whether you or not you have implemented CAPP for degree audits.0080: Law Schools - Banner Student (BOF) (0080)
Back to top
This session will provide a forum for Law Schools using the Banner Student product to share issues and solutions specific to the needs of Law Schools. Items to be discussed could include: - Year Long Grading - Multiple Grading Schemes (numeric/alpha) - Blind Grading - Ranking Other topics to be determined. Come share your challenges and solutions.0951: Leveraging SFASTCA to Manage Enrollments (0951)
Back to top
In this age of ever-changing enrollments and ever-decreasing resources, administrators are increasingly being called upon to affect meaningful change to critical metrics that influence the "bottom line" of registration: maximizing course capacity, minimizing faculty cost, and increasing retention and graduation rates. However, student satisfaction is also a significant piece in the enrollment management puzzle; students struggle to find courses they need at the days and times that fit their schedules, hitting restrictions roadblocks and prerequisite problems, resulting in scheduling conflicts that frustrate the students and courses canceled due to low enrollments. In this data-driven world of higher education, how can we provide our decision-makers with the information they need to optimize their offerings while sufficiently answering students' basic question: Why can't I register for this course? This session examines the power of the registration audit trail (SFASTCA), from an overview of the variables and hierarchical order of registration restriction processing, to the development and dissemination of important metrics (fill rates, utilization trends, student success rates), concluding with a real-world example of how this data has changed the scheduling life of a university, debunking myths (it's not just "capacity") and enabling targeted marketing ("registration opportunities") to students closed out of classes.1014: Live: Luminis and Student SSB (1014)
Back to top
The possibilities of a campus portal with self-service options for faculty and students will be explored via a live demo of Xavier's use of the Luminis portal and Banner self-service from SunGard Higher Education. Implemented over 4 years ago, a comprehensive effort to fully utilize the features of a campus-wide portal will be discussed. The challenges and culture changes will also be examined.0367: Load Unsupported Test Score Files (0367)
Back to top
In order to better manage recruiting and admissions, this presentation will walk through step by step instructions to configure Banner to load unsupported test score files, such as AP or TOEFL. With the changes made to SRTLOAD.pc and the addition of the SRATPTS form in Banner 7, loading unsupported test score files can be done through configuration of the Banner tape load set-up tables without modifying code. This session will benefit anyone responsible for loading test scores or recruit data for their institution.0097: Making the Grade: Online Grade Changes (0097)
Back to top
This session will examine how Wayne State University implemented an online grade change process using Workflow. We will present our business process analysis, design and development, testing and roll-out to campus stakeholders. We'll discuss strategies that worked for us to generate buy-in from faculty and academic staff. At the end of this session, participants will: learn how the workflow enables Wayne State to secure grade change transactions; understand how to guard the integrity of data transferred into Banner; and what steps are necessary to comply with -- and enforce -- existing university policies. We will also show our audit file and reporting instruments that allow academic departments to track grade changes at each step throughout the process.0953: Making the Most of Waitlisting (0953)
Back to top
Banner 8.x provides new features for waitlist processing. This session will provide an overview of these new features as well as detailed information for set-up and implementation of this new feature.1097: Manage Banner 8 Upgrade Student View (1097)
Back to top
Come see how the University of Illinois managed the Banner 8.x analysis phase and our plans for the Banner 8.1 implementation phase. From dividing the Student team into several subteams in order to make the analysis and implementation more manageable, to creating checklists and impact templates to be reused for each upgrade, to determining who tests and what do we test, you will see what has worked for us. We took a similar approach for the Banner 7.x upgrade and had successful results. Even though this is from a Student Functional perspective, our methodology can be used for other Banner modules.0006: Managing Graduation with CAPP (0006)
Back to top
Have you ever wished that you could get Banner degree and ceremony records to update automatically, according to your business rules, based on the results of a CAPP compliance? With a little technical know-how, you can. The University of St. Thomas has implemented a Graduation Tracking System that integrates CAPP and graduation processing. This is not a CAPP how-to session, but an outline of how UST leverages CAPP to automate our graduation tracking process. Batch compliances are run on a weekly basis, the compliance results are correlated with the degree records that they apply to, and a PL/SQL script updates graduation-related data elements appropriately. This process creates numerous advantages in graduation reporting, communication with students, and commencement planning. Automation based on compliance results means accuracy is assured, and manual degree record updates are no longer needed. Because each institution has unique business processes that will determine the details of how the system is implemented, this session will present the higher-level framework that UST used to create the system, rather than our specific details. You will come away with an array of knowledge and tools that can be adapted to create a system that works for your institution.0976: Mass Recruit Upload: One File, One Load (0976)
Back to top
One of the challenges facing Enrollment Management administrators (EM) is to load recruit data which originates from a variety of sources. One file can contain multiple records with different driving data elements, such as term and level. In order to load recruit data the original data file would normally need to be split into separate files based on the driving data elements. We enhanced SRTLOAD to load recruit records by reading the driving data elements from each record and sending them as parameter values to the job submissions process. This allows us to run one job that reads one data file containing many possible formats.0497: New Academic standings, new rules (0497)
Back to top
For Mexico's higher education institutions it is important to have tools to track students' academic performance and determine their academic standards, considering the guidelines established by the University itself; such as the number of non-approved subjects, number of attempts to accredit a class or additional requirements as mastering a second language. To resolve this situation at Anahuac University Network, a group of 9 universities in Mexico, who share an ERP and integrated database, has developed a process to change the status and academic standard of students. During the session it will be presented how additional functionality to Banner has been developed, and how these developments have enabled Anahuac Universities Network to improve school processes and enable closely follow-up and assist students with academic problems and risk to drop out.0066: New Class Schedules are a Web Class Act! (0066)
Back to top
We created a web application called Class Act for the departments to enter their class schedule information for a new semester. It gives the department a way to input their own data without allowing them direct access to Banner. Class Act data is programmatically loaded into Banner. Class Act has been well received by the departments and the Registrar's Office.0158: Non-Credit in Banner - Yes We Can! (0158)
Back to top
Discover how The Community College of Baltimore County (CCBC) met the challenge of making Banner "work" for a large multi-campus non-credit division. This session will explore the adaptations we have made and the on-going issues we face to enable both credit and non-credit to operate fluidly in Banner. CCBC uses Banner 7.3, and the presenters have used Banner in the non-credit Continuing Education Division for 9 years.0320: Non-Credit in Bannner - It Can Work! (0320)
Back to top
Santa Fe Community College has already made all the mistakes possible trying to fit non-credit into Banner. There is no need to repeat our challenges when we will happily share how we grew from frustration to an almost fluid, better organized operation. This session will focus on our stumbling missteps with our Banner launch and the improvements we made along the way. We now operate non-credit in open learning registration and have some inventive solutions for managing refund policies. We have even solved some problems with classes that stretch our traditional semester boundaries. There is still plenty of room for improvement -- but we are on our way to having happier customers and front office staff.0798: Observing Privacy during Recruitment (0798)
Back to top
This session will discuss recent research into privacy regulations (COPPA/FERPA) and the electronic student recruitment process. This session will reveal what the regulations say about higher education internet recruitment efforts and what are some best practices that institutions should be implementing. Recruitment and Admissions personnel who wish to understand how their handling of internet privacy compares to other institutions should attend.0010: Online Course Evaluations in Banner (0010)
Back to top
This presentation will explore an online Course and Instructor evaluation system - SurveyDIG - from Runner Technologies. Institutions are replacing their paper based course evaluation process with this integrated Web based solution, giving students more flexibility and anonymity when giving candid feedback about a course or instructor. The survey management system is flexible enough to handle other anonymous or named surveys as well. Administrators can reuse, modify, and clone surveys very efficiently. Benefits: 1. Understanding the benefits of online Course Evaluations. 2. Discussions on how to improve survey response rates with several proven techniques. 3. Functional discussion of setting up surveys specific to colleges, departments, or individual courses. 4. Technical discussion of integration in Banner, including seamless integration in the Banner Web for Student and Web for Faculty modules.0685: On-line Major, Minor Declaration (0685)
Back to top
With students and faculty becoming increasingly expectant of on-line applications, Bates College has successfully implemented an on-line Major, Minor and Concentration Declaration process behind Student and Faculty Self-Service. We will discuss the application design, the ways in which we integrated our business practices allowing for maximum flexibility, demonstrate the product and discuss the impact on our constituents in this session. Bates College is currently running Self-Service version 7.3 and we have successfully offered the on-line declaration system to the campus community for the past six months, after a year and a half of planning.1118: OnLine Review of Graduate Applications (1118)
Back to top
This session discusses the collaborative management and decision making by 1400 graduate staff and admission committee users in 88 interdisciplinary graduate programs involved in our graduate admissions process. They now review applications, transcripts, recommendations, test scores, fellowship applications and all supporting documents on-line. Banner data and other information is readily available to our campus community. Admissions committees submit recommended decisions electronically. These are then reviewed by the central office with final approval authorized by the dean. Criteria for decision making, rankings, comments, admission decisions and student acceptance are transferred back to Banner and/or the applicant as needed. Web applications are loaded into the sisweb tables, subject to the Banner person match routine, and automatically loaded to Banner tables. Transcripts are scanned and matched to applicants, with bar code identification for tracking. Pdf documents, scanned transcripts and supporting documents are maintained in files that are referenced to the applicant via applicant id. TOEFL and GRE scores are electronically loaded to Banner, matched and reported. Campus users view applications only for their programs, beginning with a summary list and moving to greater detail. Access and functionality are controlled by roles. Optimally this session follows Graduate Application session.0498: Recruiting & Admissions (BOF) (0498)
Back to top
This is a client-led discussion on Banner Student Recruiting and Admissions. Attending this session is a great way to network and learn how other schools do business. Attendees should come to the session with questions and/or discussion topics regarding processes for which they think there may be a better or different way of doing business. Alternatively, you may come just to listen how other institutions carry out their day to day operations.0499: Registration and Records (BOF) (0499)
Back to top
This is a client-led discussion on Banner Student Registration and Student Records. Attending this session is a great way to network and learn how other schools use Banner in the area of registration and academic history. Attendees are encouraged to bring their questions and/or discussion topics and to listen to and exchange ideas about how Banner is used to support the policies and practices at other institutions.0754: Retro-Fitting Course Attributes (0754)
Back to top
The use of Course Attributes are quite often an essential component to having CAPP work efficiently; and, in some cases the use of a Course Attribute is the only way that CAPP can properly assess a requirement. The problem is that a client may not realize that certain Course Attributes are necessary until they have already establish several years of academic history records. In order for CAPP to work properly the Course Attributes must be retro-fitted into as many as seven different tables. This presentation will guide you through, step-by-step, the exact method and sequences which are required to retro-fit the desired attributes into all of the necessary Banner tables.0755: Set-up Your Program Codes Correctly (0755)
Back to top
Set up your Program Codes correctly, the first time. The Program Code was originally created for use in Banner's Degree Evaluation Module, CAPP. There are several possible methods and philosophies on structuring a Program Code scheme. Quite often a client's initial attempt at devising their code structure does not meet their eventual needs to run CAPP properly. Since it is extraordinarily difficult to back-out the old codes in favor of inserting the newer set of codes it is highly desirable for the client to arrive at a proper code scheme "the first time." The speaker will take you through all of the decision points which are necessary for you to successfully implement your Program Codes.0634: Small Schools: CAPP Development (0634)
Back to top
This session is from a small school's perspective on setting up the CAPP piece in Banner. We will show you how we are implementing our Degree Audit System (CAPP). We will show you how we reviewed our catalog to figure out how to set up CAPP. Then- we will take you through setting up a Program in CAPP and finish with running a Degree Audit (and all the fun "stuff" in between!!).0505: Student Athletic Eligibility Tracking (0505)
Back to top
Banner Student 8.1 includes the ability to track athletic eligibility to help ensure compliance with athletic associations like NCAA. Come hear and see what the new and improved Athletic Compliance form (SGASPRT) and others can do for you!1041: Student SSB Mods: Simple to Complex (1041)
Back to top
See Samples of Modifications made in Student SSB, from simple changes to complex overhauls. A basic error message added in "Emergency Contacts" to a merge of "Class Search" and "Look Up Classes" will be shown with discussion of the complexity and decision-making process that went into the decision to modify. Rather than a "How to", this will be a way to learn what's possible and what are the consequences of undertaking modifications in SSB. Other examples will include: "Open Student Search" in Advisor Services, adding a procedure that links student's course schedule to the bookstore, adding color back into WebCAPP.0829: The "Perfect" Implementation (0829)
Back to top
Because you "really" only have one chance to get it right, properly aligning human, financial and political resources are vital to the successful implementation of a new software system. This program will identify key assets that are critical to the implementation process and provide a template on best practices.0602: The Hot (Time) Ticket (0602)
Back to top
Time ticketing enhancements that work. Creating form, table and job for rule-based automated time-ticket assignments, and how we optionally permit assignments to persist from one term to another.0100: The Mystery behind Curriculum Rules (0100)
Back to top
What is a program? Why should I set up curriculum rules? How will they assist me with building CAPP? What if I am not using CAPP? If you are interested in the purpose of curriculum rules and how they can help you better track the programs of study that you offer or have offered at your institution, then this session is for you. Attend this session for the answers to the above questions and to learn how to set up your curriculum rules and how they will assist you in your UDC environment.0104: Transfer Articulation and How It Works (0104)
Back to top
Curious about how the Banner Student Transfer Articulation process works? Have you been using SHATRNS to equate courses student-by-student with no list of common equivalents? The Banner Student Transfer Articulation functionality allows you to create catalogs for the institutions you most commonly see with articulations for each of the courses in those catalogs. These catalogs allow anyone to enter the course work from a transcript, because Banner will insert the equivalencies. Find out how to make this functionality work for you.0252: Transfer Articulation, A Public Window (0252)
Back to top
Since 1991, Plymouth State University has been sharing transfer credit equivalencies through the web. This has allowed students to see how their courses they've taken elsewhere will transfer to Plymouth ahead of time, even before making their decision to even go to Plymouth. We've found that over the years that this has had a huge impact on our enrollments, causing a huge increase of transfer students coming from other institutions. By using this system, the student can know for sure how the course will transfer beforehand, so they don't end up wasting their money and time. Originally based on a VMS system using the POISE database, this was rewritten to be managed by Banner. Students from everywhere now have a window into Plymouth State University they can use whenever transfer credit is in question. This helps fulfill the task: "Institutions are required to publicly disclose transfer of credit policies including at least the criteria used to evaluate and accept credits earned at another institution and a list of institutions.0379: Transfer Articulation: Counselor Tools (0379)
Back to top
The Offices of Admissions and Registrar have been working together to provide on-line transfer course articulations and transfer guides. Working with our Enrollment Management Information staff and utilizing the information in Banner and using Web Focus, we have built transfer guides, on-line articulation guides and worksheets for prospective students and counselors.0454: Vocational (Intern) Placements Module (0454)
Back to top
A presentation on the improvement to the Vocational (Intern) Placement Module. This product is a development from the European Solution Centre and is available for both 7.x and 8.x Banner UDC and is in its 3rd development iteration. Many institutions have requirements for optional or compulsory intern placements as part of their curricula. These may be clinical placements for medical students, teaching practice for teacher training students or industrial placements for business studies students. Or the placements may be overseas placements for students studying foreign languages. Clinical placements can involve students in a pattern or rotation of placements, which vary in length, throughout the academic year and throughout a student's program of study. Groups of students from the same cohort or program often study on different rotations in order to optimize the use of placement places at all times. Institutions, and potentially their placement providers / business partners, need to be able to record information about available placements, allocate students to the appropriate placements where necessary, and monitor those placements both individually and as a whole. Institutions need to be able to record information about specific placements against individual students, including location and contact details, and assessment of the placement.0653: What's New with IPEDS? (0653)
Back to top
Come hear what SunGard Higher Education is doing in the 2009 releases to meet the changes required by National Center for Education Statistics (NCES) IPEDS reports. In addition, see how you can capture the new race and ethnicity data from your students.0511: Withdrawals turn Green via Workflow (0511)
Back to top
Drake University has a green approach to student withdrawal processing. No paper forms - just the web and workflow. This session will share the planning basics, setup challenges and maintenance issues involved in the university wide web based withdrawal process which has been used since 2005. Although some enhancements have been added, the withdrawal workflow original's design remains intact and functioning. The focus will be the functional analysis and use of the workflow rather than technical tasks of building the workflow components. The workflow application is a powerful and student withdrawals are common to any institution (whether we like it or not).0494: Workflow = Better Communication (0494)
Back to top
This presentation is designed for users new to the world of Workflow. Abilene Christian University's (ACU) journey with the tool has come full circle: from the early years of owning it (but never using it) to the current state, where projects are regularly being created in Workflow. The presentation provides tips for getting started in Workflow, what early pitfalls to avoid and how to avoid them, and how to structure your implementation model to effectively create Workflow tools that will benefit your campus. This presentation focuses on uses of Workflow from Banner Student, but the concepts can be applied across enterprise areas.1068: Workflows at Saint Louis University (1068)
Back to top
Developing and implementing Workflows require a high degree of collaboration between administrative users and IT staff. This presentation will be from the perspective of the Registrar's Office and IT. It will cover what Saint Louis University has accomplished to date and the considerations that went into the creation of the Workflows and changes that were made in Self Service Banner as part of the design and implementation for the Early Alert email notifications and the Grade Change Workflow. Workflows currently in place are email notifications for: hold changes, Early Alert, major change, advisor change, mentor change, AP work posted, drop delete notification to instructors and new faculty notification, as well as an Approval process and automatic update for Grade Changes requests. Workflows planned are email notifications of appropriate offices when a student has completely withdrawn; notification of Student Financial Services of student withdrawal (Return to Title IV) when a student drops to "No Time" or has NULL for time status and Aid is paid; approval process for change of status for Medical School and other schools. Discussion will be encouraged.0510: WOW! Customizable Output for CAPP? (0510)
Back to top
Come hear about how CAPP is being enhanced to provide XML output of compliance requests, allowing you to design your own customized output.Banner Student Aid for Canada
0831: Awarding Scholarships using the PRGN (0831)
Back to top
Dalhousie University calculates a weighted Admissions Average for determining entrance scholars. This is accomplished using the PRGN (Progression Rules Engine). This session will cover the entire life cycle of this process; from extracting the admissions average through to posting the scholarship in BSAC. This session will also include Dalhousie's policy concerning the use of the PRGN.0790: Banner Student Aid for Canada (BOF) (0790)
Back to top
Join us for the first Banner Student Aid for Canada Birds-of-a-Feather (BOF)! We will discuss the BSAC product, federal and provincial financial aid programs and any other issues associated with administering scholarship and bursary programs. This is an excellent opportunity to network, share ideas, learn what's happening across the country and find answers to critical questions.0378: BSAC (CASA) - Self-Service (0378)
Back to top
Banner Student Aid for Canada (BSAC / CASA) is a new product in the Banner world. Originally intended to fulfill the Student Aid requirements of Canadian clients, it has been built with a global approach so it may be utilized outside Canada as well. This presentation will focus on introducing the DYNAMIC self-service component for BSAC. - General overview of what BSAC is all about and how the self-service fits in the whole project, - Creating your own dynamic web pages (web trees), - Pool of questions (shared or not, required or not, etc.), - Tracking applicant's requisites, - Need analysis web pages, - Applying for awards web pages, - Tracking application forms for student aid applicants, sharing capability for questions/answers, awarding processing, etc. - Reporting, - Future.0584: Implementing BSAC at Consortium Schools (0584)
Back to top
A consortium of five universities took part in the development of the Banner Student Aid for Canada (BSAC) product. The schools are at various stages of implementation, with several in production. This session will provide an overview of the various approaches to implementation, a status update by those in production and highlights of the benefits of BSAC.Degree Works
0142: DegreeWorks & Financial Aid Auditing (0142)
Back to top
DegreeWorks is a robust degree audit and academic advising tool traditionally used to track progress toward graduation and allow institutions to build educational plans and monitor student success. With a growing emphasis on accountability, campuses seek to properly administer and award financial aid to those eligible students who show satisfactory academic progress. DegreeWorks DW 4.0.0 introduces a set of tools and worksheets to audit academic progress and financial aid eligibility against different types of financial aid programs and their thresholds for award eligibility. Learn about these new features so that your institution can begin to utilize the academic auditing, advising, and institutional planning tools of DegreeWorks in even more ways.0140: DegreeWorks Success Stories (BOF) (0140)
Back to top
This Birds-of-a-Feather (BOF) is an opportunity for Banner customers now live with DegreeWorks to share how the software has positively impacted their students, faculty, advisors, and institutional planners. They will share user reactions to the tool, how DegreeWorks has been embraced on campus, and how their campuses succeeded with change management in introducing it to various constituents.0141: Sharing Localized Web Audit Worksheets (BOF) (0141)
Back to top
DegreeWorks allows campuses to localize their web audit output to best reflect the needs and culture of their institution. In this session, SunGard Higher Education will offer an overview of the latest web localization capabilities introduced in DW 4.0.0, and then user sites will have the opportunity to share how their campuses have tailored web audit worksheets. Samples of worksheets will be shown, with campuses discuss how they created and maintain the worksheets. This is a great opportunity to share ideas among new and existing users.Degree Works
0136: Connect to DegreeWorks (0136)
Back to top
This is an introduction to the academic advising, degree auditing, and institutional planning tools of DegreeWorks. DegreeWorks has robust degree audit and academic advising capabilities. In addition to tracking satisfactory academic progress, it can be used to develop student educational plans. In addition to monitoring student progress toward graduation, the resulting student audits and educational plans may be used for course, faculty, and facility planning. DegreeWorks is an add-on component that may be partnered with Banner Student to help students evaluate academic choices, enhance the academic advising experience, improve retention and graduation rates, and contribute to better institutional planning.0856: DegreeWorks Install at Drexel University (0856)
Back to top
Technical aspects involved with implementation, this includes Banner Self Service integration, clones, security triggers, loading of users, and applying patches.0144: DegreeWorks Integrated Banner Interface (0144)
Back to top
DegreeWorks uses an integrated interface to Banner Student. Gain a fundamental understanding of the Banner tables that are relevant in DegreeWorks; how DegreeWorks obtains the Banner data; and how consulting services may be used to tailor the interface to campus needs. This information is essential for both technical and records staff to understand if they are implementing DegreeWorks.0138: DegreeWorks Scribing Strategies (0138)
Back to top
What academic materials will institutions need to create requirement blocks within DegreeWorks? How should they analyze that material and begin to plan for requirement block creation and maintenance? What features in DegreeWorks can they leverage to help them with scribing and maintaining requirement blocks? What is the desire audit worksheet and how will scribe blocks impact the output? A DegreeWorks consultant offers current, new, and prospective DegreeWorks users some tested insights into the DegreeWorks scribing tool and how it can best be utilized to meet campus objectives.0139: DegreeWorks System Administration (0139)
Back to top
Certain ongoing system administrative tasks help campuses optimize their use of DegreeWorks. This presentation provides an overview of recommended administrative procedures. For existing technical staff, this will be a good refresher to topics covered early in the DegreeWorks implementation. For new or prospective customers, this session will help with resource and routine planning.0800: DegreeWorks Web Functionality (0800)
Back to top
This presentation is for beginners and will be an overview of the components of the Drexel University/DegreeWorks website and the user functionality available through DegreeWorks. Included will be a discussion of the localizations implemented by Drexel University.0137: Highlights from DW 4.0.0 (0137)
Back to top
This session is appropriate for current or prospective DegreeWorks clients considering installation of release DW 4.0.0. Product enhancements including a new web look and feel; financial aid audit worksheets; additional features for the Student Educational Planner; multi-entity processing capabilities; removal of some 3rd party components; enhancements to the Banner integrated interface; single sign-on features with Luminis and Banner Self Service; and other changes are discussed. Some background on how to prepare for processing DW 4.0.0 will also be offered.0143: Institutional Planning with DegreeWorks (0143)
Back to top
Critical challenges face institutions of higher education: student recruitment and retention; appropriate academic offerings to enable students to complete degree requirements in a timely and cost-effective manner; and the delivery of consistent, sound academic advise to assure students' academic success. Both student and institutional performance can be improved by using the Student Educational Planner and the Curriculum Planning Assistant tools within DegreeWorks. This session focuses on the strengths and power of those components with the goal of making sure your campus leverages them to achieve performance targets.fsaATLAS
fsaATLAS Functional
1220: fsaATLAS - A Tool for Managing Office Wo (1220)
Back to top
The fsaATLAS Task Manager is designed to assist individual staff members to manage their workload but did you know it can also be used by office management to monitor office workload as a whole? Learn the basics of the Task Manager to keep track of incoming student and scholar requests. Use the Task Manager to distinguish varying types of requests, length of time that a request has been in your queue and backlog of individual staff members. The Task Manager can help with all these needs! This presentation will be especially useful for offices with large staff.0239: fsaATLAS - Adding a Campus (0239)
Back to top
This session is an overview of the process the we went through when adding a campus in fsaATLAS and SEVIS. It will start with the decision to add the campus in SEVIS, and proceed through the steps we went through to implement the addition and enable us to batch to the new campus. It will include how the campus addition affected our Banner extract, fsaATLAS configuration, and our business process. It will provide an overall picture for users, touching on technical details as necessary.0530: fsaATLAS - Tracking the Untrackable (0530)
Back to top
There are inevitably situations that arise that neither SEVIS, your SIS or basic fsaATLAS functions can track. However, there are many ways to customize fsaATLAS to ensure timely and accurate reports of these types of situations. Come learn how The University of North Texas uses custom fields and notes to track those hard to track situations: Online course load, Change of Status, concurrent enrollment, reduced course loads, etc. You'll learn not only what actions are important to track and why but easy ways to create processes for tracking and reporting.0258: fsaATLAS & SEVIS-KISS Monthly Validation (0258)
Back to top
Were you aware that when using SEVIS batch you are required to validate the records between fsaATLAS and SEVIS on a monthly basis? Don’t worry! In this session you will learn a quick, easy way to locate mismatched files between the two. You will receive detailed guidelines to complete your validation quickly and easily (KISS). You will leave with the tools needed to have a cleaner dataset in fsaATLAS and you will be in compliance with SEVIS in no time.0022: fsaATLAS Email Alert and/or Blast? (0022)
Back to top
Communicating the right information at the right time to the right population has become a "must." Federal regulations or other important information needs to be shared and communicated to international students and scholars on a daily basis and in a timely manner. Designed more for the fsaATLAS beginner users, this session will explain how to configure automated alerts for international students and scholars and how to use email blasts to communicate information to them or to "auto-alert" our office. This presentation will also explain the choices made by Georgetown University in using fsaATLAS since 2003 and these functionalities since 2004. The session will explain why we are using one or the other functionality, or none of the above, when we send information to our international population. It will also go over how we monitor the alerts and the blasts to check that a student received the information and will offer our wish list of enhancements for both functionalities.0117: fsaATLAS Linked Reports Dojo (HOT) (0117)
Back to top
Have you ever wondered what that Linked Report button does? Is your Report Writer cluttered with lots of 'similar' reports. Do your reports have a long lists of fields in the search parameters? Are your reports filled with start and end dates, all of which you must find and update every term? Do you want to send batch emails but cannot because the reports aren't exactly accurate? Would you like to Generate Mass Events for different groups at different times? Come to the dojo and awaken the potential of linked reports. Discover the unity a single report can share with all other reports. Learn how to create regional reports instead of just country reports. Use reports to define two populations and then find the people who appear in both, or appear in only one.1110: fsaATLAS: Streamlining Mass Registration (1110)
Back to top
This class will cover how we expanded on the Mass Registration enhancement by creating a series of auditing reports to ensure that those listed on the mass registration report were 'clean' records. Previously our International Student Services Office had to fix each record one at a time if the registration event failed due to bad data. By utilizing the auditing reports first, this ensured that records had the various criteria required for SEVIS registration. These included accurate profile status and no missing US or foreign address. This class is intended for functional users. I have been supporting fsaATLAS since 2004. fsaATLAS 7.3.5, SQL Server 2005.1228: Mass Event Generation in fsaATLAS (1228)
Back to top
You've probably seen the "Generate Multiple Events" button at the top of the SEVIS Event Manager page, but may not yet have tried this fsaATLAS feature. In this session we'll discuss why you might want to use mass event generation and step through the process, including how to create the reports used to select the individuals you want to generate events for.0506: Using eScholar for Your H-1Bs (0506)
Back to top
Perhaps you have been using eScholar for your J-1 scholars and now you would like to add your H-1Bs? Perhaps your office does not work with J-1s. Can eScholar be used for H-1B? You bet! You can set up eScholar/fsaATLAS for just H-1B or you can add H-1B to the eScholar that you are already using for J-1. Either way, eScholar can make the process faster and easier from gathering information to printing the forms. Less data entry at the International Office saves staff and time, and eliminates errors. Receiving everything electronically means clearer documents. Data linking with Human Resources means receiving email addresses, current addresses and phone numbers, employment terminations, etc. electronically. Revolutionize your H-1B process with eScholar!fsaATLAS General
0718: Build a Better Procedures Manual (0718)
Back to top
Given identical scenarios, would your fsaATLAS users handle those scenarios in the same way? Probably not. Without a reference manual to guide them, your users could have multiple ways of interpreting the variables in fsaATLAS. Having a procedures manual provides your institution with standardized methods of using and interpreting those fsaATLAS variables. This panel discussion will address how different size institutions have developed their procedures manuals. Come and learn what they have found to be best practices.1086: Crossing the Functional Technical Divide (1086)
Back to top
It takes the cooperation of Functional and Technical users of fsaATLAS to keep things running smoothly, but the two sides can be like foreign cultures that work differently, communicate differently, and don't share the same knowledge base. This session will outline the challenges of communicating "cross-culturally" and some strategies for successful communication, as well as provide some information that may help each side to understand each other and work better to achieve common goals.0691: fsaATLAS - Growing your International Community (0691)
Back to top
Discover how fsaATLAS assists international offices more efficiently manage staff, time and resources and maintain comprehensive visa management in one central repository. With nearly 70% of enrollment managers including the recruitment of non resident and international students and scholars in their strategic plans, you will have the opportunity to understand how fsaATLAS will meet these needs. Learn how client experiences have produced distinctive ROI's for their office. You will understand why over 300 ISSO's are currently using this solution at their institutions.0085: fsaATLAS - Make Use Out of Advisor Notes! (0085)
Back to top
Advisor notes within the fsaATLAS Record Navigator is a tool that can make your life much easier. Learn how to utilize Advisor Notes to assist in record-keeping for students and scholars. From recording the admissions process, orientation attendance, and physical check-in, to communications had with your student and scholar populations as well as recording attendance from workshops and seminars, Advisor Notes can help move you from a paper-based record keeping system to an electronic format. Additionally, learn how the utilization of Advisor Notes may influence your use of the Report Writer.0375: fsaATLAS and eScholar Enhancement Update (0375)
Back to top
Attend the fsaATLAS and eScholar Enhancement session to discuss product direction topics such as enhancements and potential collaborative design solutions. Recent and planned enhancements to both fsaATLAS and eScholar will be presented during the session via live demo or screen mock up presentation. This is also a good opportunity for institution to suggest new enhancements to the product.0729: fsaATLAS Custom Fields: Current Trends (0729)
Back to top
Following an overview of how to create and use custom fields in fsaAtlas, I will present survey results showing which custom fields are in use at Illinois and other fsaATLAS installations around the country. Custom fields that are needed by many schools are good candidates for product enhancements, so audience participation will be encouraged in a discussion of whether any of the most commonly used custom fields should be included in future versions of the baseline system.0484: fsaATLAS Welcome Presentation (0484)
Back to top
fsaATLAS has had a successful year with a number of new clients and some major releases. In this welcome presentation, we will update clients on the product road map, strategy and area of focus for the upcoming year. Find out what new features are being developed and what you can expect to see for next year. This continues to be an exciting time for our product, our team and most of all, our clients.0459: Implementing fsaATLAS - eScholar (0459)
Back to top
If you are interested in implementing eScholar, but do not know where to start, this session is for you! Learn what steps you will need to take to implement and administer fsaATLAS eScholar. This session will review the steps to configure eScholar, academic departments, user accounts, and form templates.1054: Implementing fsaATLAS (1054)
Back to top
If you're considering implementing fsaATLAS 7.4, this is a session for you! Come learn the benefits of using fsaATLAS, understand what the implementation process entails, find out who needs to be included on your implementation team, and what training will be required. We'll also discuss our lessons learned and business processes that have been implemented. This session will cover the implementation experience at Eastern Michigan University, a "Banner school", from beginning to end and will be useful for audiences who are interested in joining the fsaATLAS community of users.0522: SEVIS Registration: The First 30 Days (0522)
Back to top
Every new session, required SEVIS registration events must be completed within very short timelines. In addition to welcoming new students and preparing for a new semester/session, you must ensure that all of your new and returning students are properly reported and registered. This session will focus on all the different reporting requirements and how to use fsaATLAS, SEVIS reports and your SIS to ensure timely and accurate data on your students. Learn how to create a timeline that will walk you through pre-registration activities through Open Doors reporting including tips and tricks to ease the process, and receive a sample SEVIS registration manual that you can adapt to your specific institution. This session is ideal for anyone involved in SEVIS registration and any size institution as the reporting requirements don't change based on school size. Don't let another student fall through the cracks!Other Student-related
Campus Loan Manager
0666: CLM - Ask the Experts (BOF) (0666)
Back to top
Open forum discussion for Campus Loan Manager. Bring your technical and functional questions and have them answered.0924: CLM - Borrower Web Access (HOT) (0924)
Back to top
In this session we will give a demonstration of the Campus Loan Manager Borrower Web Access.0935: CLM - CLM Payments (0935)
Back to top
This session will go through the process of posting payments. We will also discuss partial payments and the changes that have been implemented in CLM.0659: CLM - CLM & the Future (0659)
Back to top
This session is for SunGard Higher Education Loan Management clients and prospects. This session will introduce our future development plans of products and services surrounding the Campus Loan Manager product. Additionally, we will review critical issues and welcome attendees to voice their product direction desires.0279: CLM - Credit Bureau/Metro2 (0279)
Back to top
In this session we will discuss the Credit Bureau process.0629: CLM - FISAP Reporting (0629)
Back to top
In this session we will discuss the CLM FISAP set up process, the FISAP lines numbers attached to the GL table rules and the supporting reports as well as balancing the FISAP with your Finance and Financial Aid system.0627: CLM - NSLDS Process and Regulations (0627)
Back to top
This session will discuss the NSLDS regulation and how CLM helps you to process your NSLDS reporting. Discussions will include both the technical and functional aspects as well as any error processing.0658: CLM - Regulations (0658)
Back to top
This session will be devoted to Dept of Ed regulations related to Perkins Loans and Campus Loan Manager.0940: CLM - Temporary Repayment Arrangements (0940)
Back to top
In this session we will discuss the Campus Loan Manager's Temporary Repayment Arrangements process.0630: CLM - Tips & Tricks (0630)
Back to top
Having trouble with posting collection agency payments? Does it seem to take you too long to get those payments applied? Learn helpful tips in applying collection agency payments in CLM.0660: CLM Overview (HOT) (0660)
Back to top
This session will be for both novice and experience users of CLM. We will have a test database in which we can perform basic and complete transactions. Participants will be able to bring questions regarding system processing and subsequent results to this forum. Attendance at this hands-on class is limited to registrants who use the class scheduler to sign up. Additional seating may be available on a first-come first-served basis.0664: Loan Management Welcome & Update (0664)
Back to top
This session will welcome attendees and set the tone for the conference. We will introduce and meet the presenters for the Loans track as well as the personnel for the Loans Management team. This session will review the highlights of the past year surrounding the Campus Loan Manager product.PowerCAMPUS
PowerCAMPUS Academic Records
0392: Making Academic Plan Work for You! (HOT) (0392)
Back to top
Learn how to setup and use the Academic Plan at your institution.1123: PowerCAMPUS Academic Records (BOF) (1123)
Back to top
This interactive session will provide an opportunity to discuss best practices in Academic Records. Bring your questions and topics.0333: Using Student Cohorts to Track Progress (0333)
Back to top
This presentation will discuss the identification and tracking of student cohorts from registration to graduation and beyond. Northwest University uses the Non-Traditional Programs Workflow in PowerCAMPUS as a vital tool in the organization and tracking of unique groups of students, both in traditional and non-traditional programs. Student cohorts are used to identify courses for ease and accuracy in registration, aid in retention reports, identify estimated graduation dates and numbers, and even further refine assessment rules.PowerCAMPUS Admissions
0153: Event Tracking using Scheduled Actions (0153)
Back to top
Learn how Belmont Abbey College uses the power of scheduled actions to keep track of individuals who wish to attend a college recruitment event. Letters and emails are generated for each event. Information is tracked on those individuals that plan to attend, those that actually attend the event, and those that cancel. In addition notes are also used to track additional information. Event actions are used in combination with our scheduled action types to provide a single screen that contains all points of contact with an individual. At this time, we use this in the admissions office but it is applicable to other areas.0827: New PowerCAMPUS Admissions - Functional Overview (0827)
Back to top
An introduction/sneak preview of the new Admissions module (formerly Admissions.NET) for the PowerCAMPUS suite.0596: New PowerCAMPUS Admissions/Architectural Overview (0596)
Back to top
An architectural overview of the next generation PowerCAMPUS Admissions product. A discussion of the technologies, design goals and relationship to the existing PowerCAMPUS suite.1230: Report Model using Reporting Services.xl (1230)
Back to top
This session will give an overview of how the users can have more control over creating their own reports from report models using SQL Server 2005 Reporting Services. This presentation will be based on PowerCAMPUS version 7.X and SQL Server 2005. I have been using the reporting services for more than 3 years and feel that it is a great tool for creating simple to complex reports. SQL Server 2005 Reporting Services includes a Report Builder, a new ad hoc reporting tool that enables all levels of users to create their own reports and explore data. It also enables users to build reports without deep technical understanding of the underlying data sources. This session will cover how to create report models and how the users can use the model to modify the reports or create new reports.0330: Scheduled Actions: Attaching Documents (0330)
Back to top
This presentation will discuss the use of Scheduled Actions in PowerCAMPUS to track all stages of the transcript review process. Both Action Rules and the individual assignment of specific actions are employed. The Transcript Review document is also attached for greater access by authorized users. The end result is the ability to track work load, the number of times a transcript is reviewed, as well as documenting pre-approved coursework.PowerCAMPUS Billing and Cash Receipts
0606: PowerCAMPUS Billing & Cash Receipts (BOF) (0606)
Back to top
This interactive session will provide an opportunity to discuss best practices in Billing & Cash Receipts. Bring your questions and topics.PowerCAMPUS Financial Aid (PowerFaids by College Board)
1166: Constructing Algorithms in PowerFAIDS (1166)
Back to top
PowerFAIDS has tools to provide you more control, more flexibility, and more power in constructing budgets, QC rules and packaging process. Algorithms. This session provides a practical, how to overview on the uses and constructions of algorithms. The mechanics of writing effective algorithms that can specify an operation or calculation on one or more student data fields will be highlighted with examples during the session. If you want the system to do the math this is the session for you.1169: Letters and Messages in PowerFAIDS (1169)
Back to top
PowerFAIDS uses words as the template for letter processing. This session provides tricks that can be used to make your letters more user friendly, including messages and documents details that may solicit positive feedback from your students. Bring your best practices and ideas.0637: PowerFAIDS (BOF) (0637)
Back to top
This interactive session will provide an opportunity to discuss best practices in PowerFAIDS. Bring your questions and topics.PowerCAMPUS Self-Service
0668: Course Management (0668)
Back to top
During this session we will provide an overview of PowerCAMPUS Self-Service's course management functionality. In addition, we utilize this session to discuss your overall needs in the area of learning management.0672: Online Advising (0672)
Back to top
Demonstrate PowerCAMPUS Self-Service's advising functionality; • Registration Groups & Advising Options • Advising Groups of Students • Authorizing Students for Registration • Approving Student's Schedule Changes • Reviewing Student's Information & Progress0671: Online Delegates (0671)
Back to top
Join SunGard Higher Education for a demonstration of PowerCAMPUS Self-Service's delegate functionality. This demonstration will present features enabling students to share academic information with family & friends, and faculty to share course management responsibilities with assistants — along with the ability of department chairs to administer their faculty, students & courses.0815: PC Self- Service Online App & Inquiry (0815)
Back to top
Demonstration of all components of Forms in Self Service i.e. a. Inquiry and b. Applicant The 3 components are: 1. Configuration of forms by Admin 2. Completion of forms in Self Serv by user (inquiry / applicant) 3. Handling of Forms by admin in PC0643: PC Self-Service Overview (Functional) (0643)
Back to top
A preview of functionality to be delivered in PowerCAMPUS Self-Service 7.2.0638: PowerCAMPUS Self-Service (BOF) (0638)
Back to top
This interactive session will provide an opportunity to discuss best practices in PowerCAMPUS Self-Service. Bring your questions and topics.Technology Services
Technology Services -General
1205: Complete Scheduling with EMS Campus (1205)
Back to top
Colleges and universities have come to trust EMS to interface with their SunGard Higher Education system, reserve facilities efficiently without double-booking, manage meetings and events, create and maintain the academic schedule, and to provide an on-line master calendar of activities and classes. This session will explore the newly released EMS Campus 2.0 — highlighting its over 300 enhancements to suit your campus even better. Presented by a knowledgeable EMS staff member and a current EMS Campus customer, you're ensured to get a real feel for how the product has helped hundreds of other college and university departments maximize their space and resource planning.Unified Digital Campus
Banner Document Management Suite
1033: Auditing your BDMS Environment (1033)
Back to top
Use your BDMS database and other tools to audit a variety of activities in your imaging environment. Kent State University discusses all the audits they are currently performing to keep the system running smoothly including tracking the number of documents and images scanned and indexed, space being used by each application, who might be making some critical errors, and when file sizes need addressed. Learn how we are using this data to our advantage. This session is geared toward the technical support for the Banner Document Management Suite.Banner Document Management for Financial Aid
0328: ApplicationXtender Reports Management (0328)
Back to top
This session is for current or prospective users of Banner Document Management Suite to learn about some of the capabilities of the optional ApplicationXtender Reports Management offering. AX Reports Management is a valuable tool that can automate the process of filing certain electronic documents into BDMS. There will be an introduction to AX Reports Management and demonstrations of filing sample institution-generated documents into BDMS both with and without form overlays. Examples to be shown may include financial aid award letters, student bills, 1099 forms, purchase orders, and possibly more.Banner Document Management for Student
1239: Banner Document Imaging: One Good Idea (BOF) (1239)
Back to top
Come share the innovative ways you have used Banner Document Imaging at your institution, or learn from actual users how they have have implemented BDMS to improve specific business processes. This will be an open forum for current and prospective BDMS users to share success stories and strategies.1240: Banner Document Management (BOF) (1240)
Back to top
Come join your peers to discuss tips, tricks, and traps to avoid when deploying Banner Document Management Suite (BDMS). SunGard staff will be on hand to facilitate discussion, answer questions, and take feedback on SunGard products, services, support, and ideas for improvement.1009: BDMS Technical - Beyond the Basics (1009)
Back to top
This session will present technical concepts that are helpful for more advanced technical staff and BDMS projects with deeper technical requirements. Time permitting, topics covered will include customizing Banner integration with EFKCUST, use of Web Services within Luminis, eProposal Management, Travel & Expense Management, and custom development, SSB integration, Luminis integration, and database cloning. This session is useful for sys admins and technical staff who understand the basics of BDMS and are ready for more excitement.0999: BDMS Technical Fundamentals for Novices (0999)
Back to top
This session will provide a technical overview of the architecture, database, and administration of Banner Document Management Suite. Attendees will learn the various core and optional components of BDMS, their uses, and their basic installation environment and administrative needs, and where to find key information in documentation and online. This session is useful for anyone looking for a basic technical understanding of BDMS and what early knowledge, tips, tricks, and traps are essential for a new admin.0176: Defining a Document Imaging Process (0176)
Back to top
The Document Imaging Administrator from Kent State University shares lessons learned and the process that is working for Kent State as new imaging applications are needed. Learn how they are handling this process from the time the initial request comes in to when the application goes live. This session is more process driven than technical and intended for schools new to imaging or looking for ways to improve the process of designing imaging applications and rolling them out. Topics include questions to ask and considerations to make when developing applications, making sure clients understand their responsibilities, training tips, and documenting the final product.0803: Imaging: From Plan to Scan to on Demand! (0803)
Back to top
Want to learn more about how to implement Banner Xtender? Although the Medical College of Georgia has been utilizing Banner for three years, we recently launched imaging in the Academic Admissions Office, the School of Dentistry Admissions Office, the Student Affairs Office, the Cashier's Office, the Registrar's Office, and in the Office of Student Financial Aid. Since the experience has been successful and is still fresh, we collected what we did right, what we would have liked to have done better, as well as some very helpful hints for everyday efficiency to share. This presentation will explain how we created our security groups and how we configured our scanners. We will present our business processes and how we taught our users which were part of an action research study. We will also demo how we audit for imaging security access and for high-level indexing errors. If you are in an imaging implementation or you are thinking about what it would be like to have documents that are available on demand, then this presentation will be helpful to you!1196: Intro to ApplicationXtender Tables (1196)
Back to top
This session is intended to foster a greater understanding of the major database tables of the Banner Document Management Suite system, focusing on the tables in the OTGMGR schema. Oftentimes, the major focus of attention is on the user interface and functionality of BDMS; however, it is important for administrators and other staff to understand the database tables behind the ApplicationXtender front-end. Oftentimes, putting the various pieces together is difficult to do. The goal of this session is to help put large pieces of that puzzle together to give a clearer picture of the system. We will look at the primary database tables in ApplicationXtender, where the data is found, how the data is organized in these tables, and what the data means. Major topics will be the applications main table, document index tables, document page tables, key reference tables, batch tables, the document write path table, and more. We will also see how data in these tables is linked to the actual image files in the storage repository and the structure of the storage repository directories.0980: Intro to BDMS (0980)
Back to top
This session will present a functional overview of document management and imaging within the Banner Unified Digital Campus. Attendees will learn about document management and imaging across a range of Banner UDC products such as Banner forms, Luminis portal, Workflow, Self-Service, HR Faculty Contracts, eProposal Management, and Travel & Expense Management. This session is useful for anyone looking for a basic understanding of how document management and imaging can be used on campus and what tools SunGard Higher Education provides to help.0830: So They Want Imaging in Student (0830)
Back to top
This is a technical presentation that highlights the steps required for an administrator to implement document management in ApplicationXtender with either a pre-defined or new application in the Banner Student Module. We will discuss the best practices, application design considerations, document types, context rules, index fields and shared key references necessary to setup an application. There will also be a discussion of the relationship between the various ApplicationXtender products. Attendees will also learn how to define and configure application security for users, groups and documents using profiles. Tips will also be given on how to use the SunGard-supplied re-baselining scripts to synchronize index fields.Banner Workflow
1170: TESTING! No One has Time!!!!!! (1170)
Back to top
TESTING! • "Who has time?", • "I have another job to do.", • "Where will I find the time? I have 3 other offices waiting for their applications." Have you heard these statements before? I have, I've said them! Testing is one of the largest issues facing institutions with ERP's today. People don't have time, they're not sure what to test and resources are barely available for design and development. Other projects are waiting in line to use them. Resources such as developers, DBAs, database instances and of course functional areas are being stretched thin. The eServices Department at Kent State University in a cooperative effort with our functional areas has developed a standardized testing model to be used with new workflow applications, modifications and system upgrades, including workflow and banner. The objective of this model is to achieve consistent testing across the University while broadening the pool of participants. This session will cover what we have done. What we are in the process of doing and future objects.0636: Using Workflow in Admissions (0636)
Back to top
Our Admissions office had several problems with processing and reviewing applications — slow review of files, inconsistent communication between reviewers, information on paper that was not entered into Banner, and time-consuming manual labor. We created a Workflow that solved these problems by automating Banner processes, which provided big payoffs such as better service for our applicants, significant labor savings, better internal communication, and the elimination of several process bottlenecks. This session will discuss the following things: * Overview of our application review process * How we implemented our Workflow as a partnership between our functional and technical personnel and our SunGard consultant * A demonstration of our Workflow * An overview of the Technical steps to create the Workflow (functions, procedures, triggers and APIs, helpful hints) * Lessons we learnedBanner Workflow for Student
0324: Graduate Admissions - Workflow & Xtender (0324)
Back to top
This presentation will demonstrate how Mississippi State University has streamlined its Graduate Admissions process by means of Banner Workflow and Banner Document Management Suite. Included will be an overview of our workflow process which electronically routes an applicant screening form from the Office of Graduate Studies to multiple faculty and staff members in various academic departments where admission decisions are made. Routing is based on the applicant's program of study. Banner Document Management Suite compliments the workflow process by storing all the necessary application documents electronically, allowing departments to immediately view these documents online, eliminating paperwork and reducing bottlenecks. Other parts of the process will be highlighted including: electronic letters of recommendation, documents created using ERMXtender, a custom table to control workflow routing, and a custom Self Service page to display active workflows and the current workflow status. Additionally, integration using the Luminis platform will be discussed. This presentation is intended for both functional and technical users who are interested in implementing workflow or enhancing existing workflows, mainly in an admissions context. However, there are aspects of this process that could be applied to other functional areas as well.Workflow General
0174: Advanced Workflow Tips and Tricks (0174)
Back to top
Demonstration and discussion of the different ways Workflow business components can be used to launch a web page/application, open a desktop application from the worklist, run scripts or executables on the server, and other advanced topics.0485: Connecting PL/SQL and Workflow SOA (0485)
Back to top
In this class you will learn how to access the exposed Workflow web services from your pl/sql packages/procedures, and functions out of the Oracle Database. The examples are based on version 1.1 of the workflow web services specification. I will go over the framework I put together, its drawbacks and lessons learned. The framework for accessing workflow web services was primarily developed to provision accounts. It can be extended to the other available workflow web service methods as well. However, during this class I will focus on account provisioning, which include such items as creating and deleting users, and adding roles to existing users. The presented packages will obfuscate the intricacies of workflow for your developers, so then can simply create new workflow accounts based on a pidm. I will include sample code as part of the presentation as an appendix. With the sample code provided other schools should be able to integrate pl/sql and workflow within their environment.0611: Forms Automation with Workflow and SSB (0611)
Back to top
Savannah College of Art and Design conducted a process redesign of the forms a student fills out to conduct business with the college. In an effort to streamline the process and eliminate paper. The paper student form has been eliminated and a SSB custom form created such as for a prerequisite waiver request. When the SSB form is completed it triggers a workflow to automate and complete the student transaction in Banner. This presentation covers Savannah College of Art and Designs form re-design project with highlights on the functional requirements, the technical details and workflow creation. Savannah College of Art and Design is currently using workflow version 4.4. We have been actively creating workflows for about a year.0301: Get Your Hands on Banner Workflow (R) (HOT) (0301)
Back to top
In this hands-on session attendees will get to interact and work with the Banner Workflow solution. Whether you are a seasoned workflow user or just curious about the product - join us to learn and play with Banner Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the workflow product. You will learn how to build and run a Workflow process and much more! Attendance at this hands-on class is limited to registrants who use the class scheduler to sign up. Additional seating may be available on a first-come, first-served basis.0321: Get Your Hands on Banner Workflow (R) (HOT) (0321)
Back to top
In this hands-on session attendees will get to interact and work with the Banner Workflow solution. Whether you are a seasoned workflow user or just curious about the product - join us to learn and play with Banner Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the workflow product. You will learn how to build and run a workflow process and much more! Attendance at this hands-on class is limited to registrants who use the class scheduler to sign up. Additional seating may be available on a first-come, first-served basis.0202: Getting Started with Workflow (0202)
Back to top
This session will cover exactly what a client needs to start a successful Banner Workflow implementation. From hardware and software requirements to human resources needed, we will discuss the factors each client should consider as they plan their Banner Workflow implementation. We will also discuss the business processes that other clients have rolled out to their campus users to deliver improved services in several key administrative areas.0217: Imagine the Workflow Possibilities (0217)
Back to top
This session will cover some of the unique and creative ways that Workflow can be used to simplify and solve business process issues.0314: Introduction to Banner Workflow (0314)
Back to top
If you are considering or curious about the potential of Enterprise Workflow or business process management on campus, you will want to attend this session. We will cover the basics of the technology and uses within higher education. This session will be beneficial to any functional or technical staff who want a primer on how best to apply enterprise Workflow on campus.1164: Managing Your Workflow Solution (1164)
Back to top
Kent State presented this topic last year and would like share our Workflow support model to those new to the product or interested in its benefits. Will will share an update for those who attended last year including our successes and failures. What we would and wouldn't do again. This session will provide an overview of how Kent State University organized their management process for Workflow, including system administration, process selection, process re-engineering, workflow process analysis, modeling, testing and migration to production. Issues include staffing, training, policies and IT support. The purpose of this model is to offer assistance much earlier in the request for services process. It is also meant to improve communications between the different process analysts, project managers and developers. A result being improved response times to client requests and better project specifications. Following the presentation, discussion regarding various ways to successfully manage your Workflow solution. As much as we enjoy new faces it will be great to speak with those who attended last year. Please come by and say hello.0179: Maximizing Workflow Custom Forms (0179)
Back to top
Getting the Most from Workflow Custom Forms. Demonstrate unique ways to use custom forms, including how to add formatting and color using html and how to dynamically populate drop down lists.0588: Workflow (BOF) (0588)
Back to top
Join SunGard Higher Education clients and staff in a relaxed environment as we talk about strategic uses, lessons learned, implementation ideas, and goals achieved with workflow and business process management solutions in Higher Education. This open forum is a valuable opportunity to meet peers with similar projects and interests and learn from the stories and experiences of many successful colleges and universities.0673: Workflow Management at Dalhousie (0673)
Back to top
Dalhousie University has been using Banner Workflow since 2006. Our expansion has been gradual with five workflows either in development or in production with version 4.4.1. This presentation will look at the workflows that are being used as well as some characteristics / features of the Workflow Modeler. Also, the responsibility / implementation model that Dalhousie has adopted for Workflow projects will be reviewed. In some institutions Banner Workflow development and management is handled entirely in the Systems area. In others it is more user driven. Dalhousie has adopted a joint development / management approach for Banner Workflow where responsibilities are divided between functional and technical groups. The functional "Workflow Administrator" has the responsibility for overall Workflow management including addition of new users and assisting user departments in evaluating potential workflow projects and in developing models. This is a non-technical presentation but since it deals with the ongoing operation and management of Workflow it should be of interest to both functional and technical users — new and experienced. The focus will be on how to get started with Banner Workflow and on a model for the operation and management of the Workflow product.0293: Workflow Return on Investment (0293)
Back to top
This presentation will include an overview of Workflow ROI, and prioritizing Workflow requests, using an ROI Template.General Interest - All
0523: Evisions FormFusion-Intellecheck Update (0523)
Back to top
Come see the latest versions of FormFusion and Intellecheck! FormFusion, the solution for Banner document enhancement and output management, allows you to control the design and delivery of your output. Not only can you rearrange data, change the layout, formatting and fonts, but also add information not included in baseline. Print your output, optionally email, and send output to BDMS or directly to Banner Self-Service. Intellecheck, the solution for Banner payment processing enhances and streamlines payments for AP, Payroll, and Student Refund checks and Direct Deposit Advices. Optionally email direct deposit advices and NEW process electronic refunds! We will use client examples to highlight the ease of implementation and features of both products. Come see why FormFusion and Intellecheck are the most popular products for use with Banner!0039: Mobile Learning - The iPhone at ACU (0039)
Back to top
This fall Abilene Christian University (ACU) provided iPhones or iPod Touches to each and every incoming freshman. Come see what applications they have developed to facilitate the use of these mobile devices in the everyday lives of their students. This includes unique classroom applications as well as links into Banner. In addition, ACU will discuss how they made the decision to deploy the devices and share lessons learned. Finally, we will look at what the future holds. We will discuss next steps and research opportunities. This session will be useful for anyone interested in how mobility is impacting higher education. It will address both the practical details of a campus wide mobility project as well as the underlying philosophies governing this exciting new area.1247: Best Practices in Emergency Alerting (1247)
Back to top
On today's campuses, it's an unfortunate reality that emergency incidents can and do regularly occur. Being able to alert your campus, quickly and effectively, in case of such an emergency is extremely important and institutions must be prepared to respond to a broad range of events that interrupt daily operations. During this session, we'll analyze best practices in emergency alerting.0123: Broadcast Messaging in the UDC (0123)
Back to top
This session will provide an overview of Wayne State University's efforts at developing a fully-integrated broadcast messaging service for students, faculty and staff. This service allows emergency alerts and targeted administrative messages to be subscribed to and distributed to the campus - using text messaging, email and instant messaging.0354: Customer Commons Introduction (0354)
Back to top
This session will provide an introduction to the work SunGard Higher Education has been doing to deliver a customer commons. The customer commons is a collaboration framework where customers can connect with peers, colleagues and SunGard experts around the world to share experiences, answer questions and help resolve problems.0476: How SunGard Higher Education Tests (0476)
Back to top
SunGard Higher Education created the UDC Test Center 3 years ago. The purpose of the UDC Test Center is to leverage SunGard HE, Customer, and 3rd party software test assets as a co-operative,distributed, enterprise application that enhances the quality, performance and stability of the UDC. Come learn how SunGard Higher Education is implementing Model Based Testing for the products of the UDC. Some topics that will be reviewed are: the UML 2.0 Testing Profile (U2TP); how we are implementing a testing framework; and the basics of testing at SunGard Higher Education.0556: PowerCAMPUS UDC Executive Q&A (0556)
Back to top
Join SunGard Higher Education executives as they answer the questions on your minds. This session will provide answers to the most pressing customer questions, and will provide an opportunity for you to interact with SunGard Higher Education and hear what they have to say on the topics that are important to you. Don't miss this opportunity to engage with SunGard Higher Education executives on topics that matter most to your institution.1177: Realizing the Vision of UDC (1177)
Back to top
This presentation describes the University of San Diego's vision of a Unified digital campus and describes the approach taken, details of the implementation and the realization of that vision. It describes some of the technologies that were key to the success, how the UDC is being used by various university constituents and how it has transformed the way the university services it's key constituents.0589: UDC User Interface Roadmap (0589)
Back to top
Come and learn how User Centered Design (UCD) and the latest RIA technologies such as Adobe Flex are playing a role in future releases of SunGard Higher Education Solutions.1255: Unified Digital Campus Academy (1255)
Back to top
The Unified Digital Campus Academy is a self-paced, asynchronous training solution. Since it is self-paced, it is ideal for busy administrative users who need to balance their current job responsibilities with training on the SunGard Higher Education systems. It is a comprehensive online resource that is available anytime and anywhere. It allows for just in time training and guidance on how to complete primary business processes within Banner and accessible via Luminis. Clients have the option of purchasing institutional or individual subscriptions.1256: Unified Digital Campus Academy (R) (1256)
Back to top
The Unified Digital Campus Academy is a self-paced, asynchronous training solution. Since it is self-paced, it is ideal for busy administrative users who need to balance their current job responsibilities with training on the SunGard Higher Education systems. It is a comprehensive online resource that is available anytime and anywhere. It allows for just in time training and guidance on how to complete primary business processes within Banner and accessible via Luminis. Clients have the option of purchasing institutional or individual subscriptions0463: Your Next-Generation Unified Digital Campus (0463)
Back to top
Supporting your unified digital campus has never been more critical, or more challenging. At SunGard Higher Education, we are dedicated to helping our customers build their next-generation unified digital campus to support new ways of knowing, creative platforms for learning, and better forums for understanding. Join us as we explore how the SunGard Higher Education enterprise solution suite is evolving so you and your institution can deliver the information infrastructure, processes, and metrics you need to support your institutional goals today, and tomorrow. Presenters at this session will offer insights about how you can extend your unified digital campus with enrollment management and performance management solutions, new capabilities in Banner 8, and a look forward to Banner 9.Integration Solutions
Banner Integration for eLearning
0289: Banner Integration for eLearning (BOF) (0289)
Back to top
This Birds-of-a-Feather (BOF) is intended for existing and future clients of Integration for eLearning. Session will contain an update of the current status of Integration for eLearning. An open discussion will follow with topics including, future plans for eLearning, Learning Management Systems (Angel, Blackboard, Desire2Learn, Moddle, Sakai), Future Product Requirements, Outstanding Issues and more. The BOF leader has been the lead functional consultant for this product since it's inception in 2003 and is a member of the Common Components development team.0413: Managing Custom Roles in Banner Intcomp (0413)
Back to top
The LDI set of roles, called Institution roles, are attributed to a person in an LDI Person object and are defined by LDIS-P standards. Any roles not so defined are known as Custom roles and are created by the Institution. This class will describe the steps necessary for creating Custom roles which are synced between Banner and Luminis. We'll also show how Wheaton College in Massachusetts was able to set up numerous roles to distinguish sub-populations in their Luminis portal, inside Wheaton.1225: SOA-based IMS eLearning Integration (1225)
Back to top
The new Learning Information Services (LIS) 2.0 industry standard from the IMS organization (imsglobal.org) will take eLearning integration to the next level. SOA technologies form the basis of the next generation of UDC integration capabilities and our implementation of LIS 2.0 will be a big step in that direction. Learn about our plans for this significant upgrade to Banner Integration for eLearning.1124: The Gotcha's of e-learning Integration (1124)
Back to top
The Gotcha's of integrating WebCT with Banner through Luminis Message Broker. This presentation will focus on the lessons learned while integrating our Student Information System (Banner) to our Learning Management System (WebCT CE 6). During the presentation I will discuss about the following items: - Integration steps taken. - Testing criteria - Things to remember while integration. - Debugging techniques - Recommendations. The presentation is targeted towards all the institutes that have Banner, WebCT/Blackboard and Luminis (LMB) on campus and want to integrate them. If you are in the process of integrating, this presentation can help you guide your efforts.Integration Services
0227: Banner Integration for Parking Solutions (0227)
Back to top
This is for institutions interested in using CLANCY to track campus parking permits and parking tickets and at the same time integrate those related charges with Banner Accounts Receivable 7.3 in a real time mode. We have used CLANCY to track parking for more than 5 years. Before this integration we used a cumbersome download/upload feed situation to update Accounts Receivable. Beginning with the Fall Semester of 2008 we have a real time connection with Banner Accounts Receivable. This provides a cleaner, more accurate, and much faster account of parking charges.0297: Banner Web Services 8.1 (0297)
Back to top
Banner Web Services are extensions of the Banner API architecture that expose process-level APIs as network-accessible Web services. Learn about the Web services that are available, how they are implemented, and how clients and partners are using them to achieve integration with Banner. We will also discuss best practices and real case studies from the field.0074: Data Integration Using Jitterbit (0074)
Back to top
Moving data in and out of Banner can be accomplished using various methods. Jitterbit is an open source product that provides the ability to attach to multiple data sources, transform data, and load to Banner or extract from Banner. This session will look at building operations to integrate to and from Banner using flat files, ftp sources, and other databases. Once these operations are built they can be scheduled and run automatically.0017: Extending Your UDC with Integration (0017)
Back to top
Need GMail, Zimbra or Microsoft.edu access for your students? Have a custom channel you need to improve student services? Attend this session for a whirl wind tour on how schools are leveraging integration technologies to solve multiple UDC needs — from extending eProcurement to support Office Max, FAMIS and Ariba integration, to reusing web services for multiple system integration needs, to extending XML messaging for Active Directory and other LDAP account provisioning needs. You will also learn how some of SunGard Higher Education's Collaborative Members are supporting these integration technologies to help schools complete their unique Unified Digital Campus.0274: How Alberta Solved transcript Exchange (0274)
Back to top
Learn how 5 schools in Alberta, Canada worked together with SunGard Higher Education to implement a solution to facilitate transcript exchange with all Alberta schools, including K-12, and application information with their new central common application program so to better manage the application and transfer processes across the province.0276: Integration Planning Best Practices (0276)
Back to top
An overview on how to approach Integration Architecture and Planning for your campus, including best practices, case studies and an overview of information and decisions you need to make to be successful at managing a sound integration strategy for the institution.1231: Navigate Uncertain Times: Maximize FM Contribution, Minimize IT Support (1231)
Back to top
More than 80% of higher education institutions are looking to their facilities organization to deliver savings in 2009. What if you could achieve Facilities Management cost savings while strengthening operations and improving performance? FAMIS, currently the only Integrated Workplace Management Systems member in the SunGard Higher Education Collaborative, can assist your organization in achieving that objective with minimal affect on your existing IT budget or staff. This session will demonstrate how you can leverage the FAMIS integration with Banner to stretch your IT and operational budget.0776: Roadmapping for SOA (0776)
Back to top
Roadmapping for SOA is one of SunGard Higher Education's key strategic approaches for uniting people, processes and technology. Developing an SOA Roadmap addresses the application and technical aspects of the UDC - and then goes further to develop a pathway for Service-Oriented Architecture (SOA) and IT Governance practices for the leaders and decision makers of the institution. This strategy is a systematic approach which helps institutions achieve the results they need in a their demanding environments. IT Governance, a solid SOA foundation, and a viable business case, are all necessary to prepare an institution to move forward into the land of SOA for IT agility and UDC expansion.Integration Strategic Planning (SOA Workshops)
1226: UDC Integration & SOA - Today & Future (1226)
Back to top
A wide ranging presentation that takes stock of where we are today in terms of SOA and integration capabilities, and explores what the future holds. We will look at powerful integration features already included as part of the UDC, discuss SOA middleware components and direction, and describe the roadmap for moving forward.IT Management General Interest
0037: Expand SunGard UDC with Sun Microsystems (0037)
Back to top
This session will address the technical and operational challenges of building and managing a campus-wide IT architecture, and show how Sun and SunGard Higher Education can help universities build the Unified Digital Campus. At this session, you will see how the Sun Reference Platform for SunGard can take cost out, lower power consumption and space requirements, and provide "always-on" services to students, faculty and staff. We will show you how SunGard's Unified Digital Campus (UDC) Test Center tests, tunes and optimizes Banner and Luminis applications on Sun servers, storage and software to ensure scalable and reliable systems solutions for our joint customers. Experts from Sun Microsystems and SunGard will answer your questions for optimizing your Banner and Luminis environments on Sun. At this session, you will learn how to: * design an enterprise architecture around the SunGard Unified Digital Campus * deploy Banner and Luminis for maximum security and scalability * build an 'always-on' campus infrastructure to improve business performance * find out what Sun and SunGard are doing to ensure integration between Sun identity and BannerTechnical Solutions
Banner HR Technical
1202: Deploying the ERLR Flex Application (1202)
Back to top
Release 8.1 of Banner Human Resources will contain a modification for Effort Reporting and Labor Redistribution (ERLR) processing. This modification will use a new Rich Internet Application (RIA) user interface. RIAs are Web applications that have the features and functionality of traditional desktop applications. They run through a Web browser so users have ready access, but they are managed and maintained by the application server that hosts them so that users do not need to install any specialized software on their machines. Adobe Flex was used to create this application. Adobe Flex is an open source framework for building and deploying Web applications across all major, modern browsers and operating systems. The only requirement to run Flex applications is a browser installed with Adobe's Flash Player plugin. This technical presentation will cover the steps required to deploy the ERLR Flex application (delivered as a .ear file) on your server. We will look at configuring a new web service also delivered to support this application. Additionally, we will examine how to troubleshoot implementation issues and share tips and tricks to help simplify the deployment.Banner Performance Management Technical
0525: Ask the BPRA Developers (0525)
Back to top
Got a burning question about why the ODS does this, or the EDW does that? How about Recruiting and Admission Performance? Well, bring those questions along with you - this is your chance to discuss them with the SGHE experts from Development, as well as share ideas with your peers. Each year, this session provides a rich opportunity for knowledge sharing all around and this year should be no exception. So, come join in the lively discussion!0613: Cognos Framework Manager with ODS & EDW (0613)
Back to top
This session will give insight into the best practices utilized in the development of the Cognos metadata layers delivered with both the Banner ODS and Banner EDW. This session will also discuss the recommended approaches to extending and customizing the models and how upgrades and patches will be handled.0642: Extending the Banner Data Warehouse (0642)
Back to top
This session will provide participants with Developments recommended approach to extending the current Operational Data Store and Enterprise Data Warehouse solutions. We will take you step by step through a real life example of extending the solutions.0982: Extending the ODS using Cognos Framework (0982)
Back to top
Want a Cognos Model that better fits your institution's needs? Do you feel like the SunGard delivered Cognos Model has some room to grow? In this training session you will learn how to use features of the Cognos Framework Modeler in order to better align your ODS to your institution's business needs. Adjusting filters, creating custom packages, building functions, correcting data types, and removing unwanted or unused fields are just a few of the areas that will be covered in this session. And, with any customization comes some maintenance. In this session you will also gain techniques that will help you handle these framework changes and upgrades so that your reports will always function correctly. This class is intended for Functional ODS Cognos Developers and Technical Cognos Administrators. The presenter has 2 ˝ years of experience with this technology and will be using ODS 3.1.1 and Cognos 8.3 as the benchmark for this presentation.0646: Inside the Banner EDW (0646)
Back to top
This presentation will provide insight into the features and architecture components of the Enterprise Data Warehouse. Additionally, we'll discuss the value of the EDW and examples of how it can be used for analytics applications.0887: Making your ODS Work for You (0887)
Back to top
This presentation focuses on bringing custom data in to your ODS/Cognos environment and setting up your Cognos environment to run smoothly and efficiently. Learn how to minimize run times by using delivered change tables to bring over additional Banner fields and add custom data to your ODS without changing the delivered ETL's. We'll discuss customizing your metadata to reflect additional data. An overview on the set-up for a large university Cognos reporting environment will be included in the presentation. We'll discuss architecture, installation, tuning and auditing with Cognos. Come learn how Kent State implemented a large-scale, customized reporting solution based on the delivered ODS in a very short time. We'll share our experiences and knowledge to help you with your installation.0244: Moving More Banner Data to ODS with OWB (0244)
Back to top
The delivered ODS product offers a wealth of Banner data — but our end-users always seem to want "just one more thing" from Banner. As a result, over the last three years, Colorado School of Mines has extensively modified ODS. This presentation will outline the steps we take to bring those additional data into the ODS using Oracle Warehouse Builder. Best practices to avoid conflicts between customizations and upgrades will also be covered. Techies will find this useful. Applies to ODS v 3.1 and later and OWB version 10.2.0801: ODS/EDW List (BOF) (0801)
Back to top
You've seen their posts now come and meet, in person, fellow ODS and EDW Listserve members. This technical Birds-of-a-Feather (BOF) is a forum for those who support the technology behind ODS and EDW. A list of "hot topics" from the lists will be the basis of the conversation.0699: ODS/EDW Performance Tuning/Configuration (0699)
Back to top
Presentation intended for technical resources responsible for the installation, configuration, systems, and DBA related work with Banner ODS and EDW products. Presentation will be based on version 8.0 of these products. This presentation will take into consideration database configuration for the ODS/EDW databases, provide Server and Database tuning requirements, provide specific tuning approaches and tools, and how to work with UDC support center on specific performance problems.0327: Tips & Tricks- ODS Setup with Discoverer (0327)
Back to top
We will give technical tips and tricks on ODS setup with Oracle Discoverer reporting tool. We will share the technical difficulties faced and how we overcame them. We will also discuss methods we utilized to optimize the use of the product and our technical experiences in developing various reports utilizing Oracle's Discoverer reporting tool to query SGHE's ODS 3.1. In addition, we will detail the use of custom views and functions to assist us in our reporting needs.0253: Using FGAC to Mask Sensitive Data in ODS (0253)
Back to top
SunGard's delivered security is great for letting users only see records that they are authorized to view. Colorado School of Mines uses Oracle's Fine-Grained Access Control (FGAC) to enable us to limit access to sensitive data such as gender, ethnicity, marital status. We've had this applied to our ODS database for three years beginning with version 2.2. We're currently on 8.0.) This presentation will show you how to do the same. DBAs and ODS Administrators who are interested in limiting access to sensitive information should attend.Banner Student Technical
0608: Hands Across the Terms (0608)
Back to top
Would you like your class list for a section to include students taking a different section in a different term? We have Semester students taking quarter classes and vice versa, and we have cohorts taking a set of courses in lock-step, where some students get out of step. This session looks at our solution: homegrown table, control form, baseline modifications and data entry practices that allow us to present and use hybrid class lists without adversely affecting registration or transcripts. Looks at required set-up of catalog and term schedule, required registration entries, how grading works, and how to modify BSS.1212: HOT MODS for Banner Student (1212)
Back to top
Review of some really cool projects done by the SGHE Customizations group. This year we will be featuring a Self-Service Gradebook Definition enhancement, Blind Grading, Registration & Course Management, Mutually Exclusive Courses, among others.0547: Swim With the Current (Learner Record) (0547)
Back to top
How one programmer in one installation resolves "current" SORLCUR records in the LEARNER module, using local tools reverse-engineered from the Backfill. For batch and ad-hoc situations where performance is a must. Review homegrown views and routines, and methodologies to permit use of SGBSTDN as long as possible. Primarily for programmers and interested functional users.0795: The Future Banner Architecture (0795)
Back to top
An overview of the evolution of the Banner architecture. The focus will be on component composibility, process orchestration, an managing business rules.fsaATLAS Technical
1134: fsaATLAS Auditing using SEVIS RTI Report (1134)
Back to top
Being in a SEVIS data vacuum, it can be very difficult to validate your data integrity between fsaATLAS and SEVIS. This presentation will detail how to use MS Access to compare and analyze your data between available SEVIS RTI reports and fsaATLAS' Report Writer.1137: fsaATLAS Customizing Report Writer (1137)
Back to top
In trying to satisfy the fsaATLAS user's desire for more data, SunGard Higher Education has provided customized report capabilities within Report Writer. Utilizing embedded SQL within XML, developers are able to generate customized reports that were previously unavailable through Report Writer. This technical presentation will detail how to customize fsaATLAS' Report Writer as well as provide insights gained during implementation.0962: fsaATLAS Data Integration Tool (BOF) (0962)
Back to top
This session will review and gather feedback for enhancements proposed in the next version of the fsaATLAS Data Integration Tool, which will include greater flexibility in processing various international populations from Banner and into fsaATLAS.0376: fsaATLAS eScholar for Techies (0376)
Back to top
Is your institution ready to test and implement the international scholar management module (eScholar)? If yes, this is the session that you should attend. This session will walk you through the steps to install and configure eScholar application from the technical standpoint. The ideal participant of this session would be a person that will be responsible to install and configure the application OR power user within your institution whom will be the primary liaison with the technical group.1050: Many Hats - Supporting fsaATLAS (1050)
Back to top
On-going technical support of fsaATLAS in production requires wearing many hats. These include: Server; Database; Operational; Functional; Network; WebServer; Client; Data Integration; Security; Programming and other support. To handle this wide range of technical support requires up-to-date skills and aggressive attention to issues, challenges, and needs of the service(s). This presentation provides an overview of the different areas of support giving insight to the requirements to adequately and professionally support fsaATLAS. Examples will be drawn from cases of support activities in the Georgia Tech environment, defining the support need and how those needs were met. Included will be examples of recent activities of upgrading software versions, sizing for expanding use and requirements, adding campuses, adopting additional software features, eScholar testing and implementation, and planning for extended support.General Interest - Technical
0496: Access Tool for Banner Security Classes (0496)
Back to top
MSAccess Application Designed to allow designated campus employees to view/search and compare User, Class and Role permissions where assigning GSASECR is not an option.(for Banner 7X)0311: All U Need 2 Know About Char Set Conv (0311)
Back to top
Banner 8 requires the AL32UTF8 character set. This session will demystify the USASCII7, WE8ISO8859P1, WE8MSWIN1252 and AL32UTF8 characters sets. We’ll walk you through the two supported conversion methods step by step and also present a method to speed up Oracle’s datapump.0358: APEX and Banner: Happy Coexistence! (HOT) (0358)
Back to top
APEX (Oracle's Application Express) and Banner can happily co-exist and greatly enhance your institution's access to Banner data. Learn how one small university has utilized APEX to add new functionality to the Student, Institutional Research, IT and Financial areas, including assessments, help desk software, surveys, book orders, our fact book, and data warehouse data collection. More importantly, we will give the "how-to" details to seamlessly integrate an APEX application into Banner's Self-Service pages, and go through the steps to create a simple APEX application and see where the modifications need to be made to best integrate APEX with Banner.0587: Banner 8.0 Upgrade and UTF-8 Conversion (0587)
Back to top
This will be a technical question and answer session to cover the topics related to the Banner 8.0 Upgrade and UTF-8 Conversion such as: export/import process, UTF-8 character conversion, database semantics and ICU(International Components for Unicode) requirements.0502: Banner Data Import via SSB HTML Upload (0502)
Back to top
Do you need to allow users to import external data into Banner tables but don’t want to deal with file transfer clients? This session covers using Self-Service Banner and HTML upload to import data directly into Banner from CSV data files. At UVU we needed to periodically import state assigned student identification numbers into Banner. Rather than have users deal with file transfer and then having processes that would then load the transferred file into the system, we implemented the data import using SSB that users are comfortable with. This process and code for importing the state-wide student IDs into the Banner 8 Additional Identification table will be shown.1026: Banner on Dell at Temple University (1026)
Back to top
This paper will describe the implementation of Banner and Luminis on Dell servers and Dell/EMC fibre channel storage at Temple University. The partnership between Dell and Temple will be described and why the institution chose to run this large Banner implementation on the Dell/Red Hat/Oracle RAC platform will be explored.1109: Banner on Oracle VMs — a Dell/SUNY Study (1109)
Back to top
The benefits of virtualizing parts of the Banner application stack are numerous in terms of savings in hardware cost, energy use and floor space, as well as ease of management. To test Banner running on Oracle VMs, a proof-of-concept between Dell and the State University of New York Information Technology Exchange Center was performed in Dell's labs. This paper will describe the issues encountered, implementation details and performance results in running Banner on Oracle VMs.0183: Banner Technical Forum (0183)
Back to top
This will be a question and answer session with Banner Architects and Senior Developers.0948: BASH Basics for Banner in a Linux World (0948)
Back to top
If you work in a Linux environment, it's likely that you are working in a "BASH" shell. Learning how to understand and write basic shell scripts can help you streamline your daily work and open the door for simple yet powerful processing and automation techniques. If you are new to scripting, come and see how learning a little bit about working with BASH can help make maintaining Banner and Oracle in a Linux world easier and faster. Discussion of examples will range from simple BASH shell-functions for compiling and searching to more advanced techniques for automating database maintenance. BASH is the default shell in many Linux environments and available in most Unix-type environments, including Mac X, making it a widely relevant and highly portable skill set. Learning a little can help a lot.0991: Capturing Auditing Info Without Code (0991)
Back to top
In many instances it is desirable to capture changes in tables, for example the details of a new, updated, or deleted record. Many techniques can be devised to this end; however, triggers are often used. We developed an auditing methodology to capture information and implemented it through triggers which are automatically generated and deployed by code. The code generator can produce triggers for multiple tables in one run. In this presentation we share the details of our methodology and the technique used in the development of the code generator.0063: Cloning Oracle Application Server for Standby (0063)
Back to top
This class is geared to system administrators who manage Oracle Application Servers (OAS) Forms and Reports at their institution. This class will cover cloning of an OAS by using the utilities provided by Oracle, as well as some tips and tricks that I have learned along the way. A detailed layout of OAS directory will also be discussed as well as steps to keep 2 OAS synchronized after you clone them. I have also developed my own way of cloning an OAS in 2 simple steps from a vanilla installation. This process has been used numerous times to keep standby servers and test servers at the same level as production for Disaster Recovery and patch testing.0542: Data Migration and the SDE (0542)
Back to top
Use of the Supplemental Data Engine (SDE) in Data Migration. Discussing the application of the tool; for storing data without a "home" in Banner baseline; allow for tracking of migrated data auditing, etc.0288: Dynamic Forms in Banner Self Service (0288)
Back to top
A common institutional need is to add custom web forms and tables to Banner Self Service to collect data from the community that doesn't have a home within the Banner data model. These requests tend to be difficult to fulfill do to high development costs for the institution. In order to reduce the development cost of custom SSB web form projects, Rice University developed a dynamic form model to rapidly develop, deploy and support department data requests within SSB. We will demonstrate our Electronic Signature and Electronic Questionnaire applications which provide dynamic form presentation with use of extensive PLSQL code and custom tables. We will also demonstrate how the collected data is able to extend the baseline product to support specialized institutional requirements.0858: Early Adoption of Banner8 (10g RAC ) (0858)
Back to top
In this session, Utah State University's upgrade to Banner 8 (as part of SunGard Higher Education's Early Adoption Program) will be described. Decisions regarding our implementation of Banner 8 (10g RAC) in November of 2008 and our plan to upgrade to Banner 8.1 and Oracle 11g in the spring of 2009 will be discussed. During this session we will also describe how USU overcame several technical difficulties encountered during the Banner 8 implementation including: -Facilitation of Banner on RAC (dbms_pipes) -The use of datapump over a network link for the UTF8 characterset conversion - ICU installation and ProC compiling issues - INB/SSB compilation issues with 11g This session is intended for the technical and non-technical alike.0697: Enhancing Banner with Perl Scripting (0697)
Back to top
This presentation provides an introduction to developing custom Banner Job Submission scripts in the Perl programming language. The focus is on the environment for Job Submission programs, including how parameters are passed, how security is applied, and on recommended structure and style for custom report programs. Although this course does not teach Perl programming, example features of Perl particularly relevant to custom Banner extensions, e.g. DBI are provided. This class provides an overview of the following: * Advantages and disadvantages of Perl for a variety of Banner-related applications. * Perl tools applicable to Banner scripting, including the Perl Database Interface (DBI). * The Banner Job Submission environment and fitting your script into it. * A template approach for typical CRUD scripting * Recommended practices for custom scripting (e-mailing output, generating CSV output files, testing without Job Sub, etc.) * Common problems and their resolution. The presentation includes a worked example of a simple data retrieval Job Sub written in Perl.0359: HA Deployment at Notre Dame: What We Did (0359)
Back to top
Faced with Banner database and job submission hardware end-of-life and new requirements for a highly available infrastructure and disaster recovery plan, the University of Notre Dame deployed a HA using Oracle RAC and Data Guard. We will discuss "why we did it", what RAC "looks" like at Notre Dame, the process of moving to RAC, issues with respect to Oracle and Banner addressed during the deployment process, and useful tips and tricks for deploying a HA architecture.0601: Introducing RAC Technology (BOF) (0601)
Back to top
This will be a Birds of Feather (BOF) session discussing Oracle RAC technology.1017: Introduction to XML on Oracle 10g (1017)
Back to top
Oracle 10g provides a wide variety of functionality for creating and processing XML data. A basic understanding of well-formed XML and XPATH expressions is assumed. This presentation attempts to provide an introduction to the most useful features and answers the following questions: What is the XMLTYPE? How and where can XMLTYPE be used? What are the functions and procedures that are provided by the XMLTYPE? How do I create XML using an Oracle SELECT statement? I have an XML document how can I extract information using Oracle?0957: IT Account Management Using Banner (0957)
Back to top
This is a technical session which discusses the methodology used by Regent University to leverage existing data in the Banner Student and Human Resources module to manage the provisioning and de-provisioning of network accounts, manage security roles and assignment of access privileges for members of our university community (e.g. faculty, staff, students, and guests). With Banner as the authoritative source, we have defined business rules and system events that trigger our in-house Login Account Management System to create and distribute transactions that programmatically integrate with our domain, directory services (i.e. LDAP, Active Directory), email and more. We will address the required Banner data, predefined business rules and events that trigger creation, modification or deletion of accounts. We will also discuss lessons learned as we progressed through the evolutionary analysis and development process to create a centralized account repository through which any system requiring identity management can validate accounts.0610: Job Submission in a Hybrid OS Environment (0610)
Back to top
When we first began planning our migration from VMS to Linux, we found that job submission could run in one environment or the other but not both at the same time. With several hundred operating system dependent custom job submission routines, we needed the ability to run Job Submission in a hybrid environment. This provided us the ability to move jobs to live shortly after conversion reducing the time routines were frozen to additional enhancements. It also gave us the ability to quickly fall back to the VMS version on any job (custom or baseline) if problems were found. Learn how Concordia Administrative Information Systems developed routines using dbms_scheduler to allow Job Submission to run in a hybrid environment.0468: Load Testing the Banner UDC (0468)
Back to top
Come learn how to plan and prepare for your load testing of the Banner UDC. What does it mean to conduct a benchmark? What can we learn from a performance study? What is SunGard Higher Education doing with respect to load testing? This presentation will cover these basic load test/performance questions as well as terminology.0728: Managing Banner Security (0728)
Back to top
Administering Banner security can be quite time consuming and if changes don't get made quickly, your end users can really start to howl. In an effort to improve end-user morale and alleviate an IT bottleneck, SCAD enhanced Banner security with a few custom Self-Service pages. Our SSB pages allow the business-side managers to modify user security per module, while maintaining IT management of Banner objects and classes. This presentation will cover basic Banner security concepts with some updates for Banner 8; our business issues with the baseline administration forms and process; and our SSB solution to those issues.0985: Middle Tier Advanced Configuration (BOF) (0985)
Back to top
This Birds of a Feather (BOF) session will facilitate the discussion of advanced configuration options for SunGard Higher Education UDC Middle Tier Services. This includes discussions of Self-Service Banner, Internet Native Banner, Workflow, and Luminis. Topics such as SSL data encryption, load-balancing, and fail-over/high availability configurations will be discussed. This session will cover both Banner 7 and Banner 8 and Luminis 4.x configurations. Experts from within SunGard Higher Education and clients will be on the discussion panel. If you have an advanced configuration that you would like to share with others or have the desire to improve the performance and availability of your current Middle Tier services, then this is the BOF session for you.1003: Middle Tier: Current & Future Technology (1003)
Back to top
This presentation will cover the current and future technologies utilized within the SunGard Higher Education Unified Digital Campus Middle Tier Services infrastructure. We will discuss the current infrastructure components deployed in Self-Service Banner, Internet Native Banner, Workflow, Enrollment Management, and Luminis. In addition, we will take a look into the future of the Service-oriented Architecture middle tire software components utilized within the SunGard Higher Education Unified Digital Campus infrastructure. Technologies such as Oracle Forms and Reports, server and client-side Java, and Adobe Flex will be discussed. This presentation is suitable for Information Management Technology staff who are responsible for the implementation and delivery of SunGard Higher Education Unified Digital Campus middle tier services, both managers and technical staff.0242: Migrating to Linux (0242)
Back to top
Many sites are starting to make the move to Linux. After running Banner on VMS for 10 years, we are no different. Concordia Administrative Information Systems supports multiple institutions across the states. Come hear about our migration path, which includes moving the database to Linux running jobsub in a hybrid environment, and our solution to job scheduling. Learn about the options available when migrating to a new platform, as well as the concerns, pitfalls and successes. It's an interesting path to take and a must see for any sites planning a migration. Don't miss it!0089: OpenVMS (BOF) (0089)
Back to top
This Birds-of-a-Feather (BOF) will facilitate discussion of current issues and future plans for those clients using the OpenVMS platform for their database server.0185: Oracle 11g and UDC (0185)
Back to top
This session will discuss some of the Oracle 11g database changes and the relationship of those changes with the UDC.0313: Oracle Basic SQL Tracing and Tuning (0313)
Back to top
This session will explore tracing methods that can used to resolve performance problems, giving real life examples and discussing the limitations of sql tuning. We will focus largely on event 10046, but will also touch briefly on event 10053 and event 10132, and talk a little about autotrace and other mechanisms.0937: Oracle PL/SQL Coding Standards and Tips (0937)
Back to top
Learning Oracle PL/SQL can be a daunting task, due both to the nature of the programming language, as well as its tight integration with the Oracle DBMS. This presentation will give both the beginner and the advanced PL/SQL programmer principles, standards, tips, and tricks for coding good PL/SQL programs. Examples will include functions, procedures, packages, triggers, and views.0152: PIDM Buster: A Web Based PIDM Tool (0152)
Back to top
PIDM Buster is a client developed, comprehensive multiple PIDM reporting and resolution tool. It is a user friendly web application designed with the end user in mind. The time required to repair a multiple PIDM has been vastly reduced at our site using this tool. Resolution is accomplished via powerful and flexible business process rules. Process rules define the table relationships that allow the user to move or delete table rows including the ability to undo. Features to assist in analyzing a multiple PIDM include examining each table of the database for the presence of a PIDM and viewing table and column data associated with process rules. Online help text and documentation is available. Table manipulation is accomplished by building and executing dynamic SQL according to the process rules. The user interface is streamlined with AJAX.0364: Pro*C Tutorial (0364)
Back to top
This is a tutorial suited for new Banner clients who see a need to add or customize existing processes to fulfill their institution's objectives. This class will detail and highlight the principal programming language, Pro*C, as it runs within the Banner framework. To demonstrate the concepts effectively, the class will walk through a sample program containing various features of the Pro*C language and its interaction with the Banner environment. Helpful tips will be given along the way. The intended audience for this class will be developers as well as technical staff who want a behind-the-scenes at the programming infrastructure of the Banner environment.0240: Tackling the Banner Upgrade Monster (0240)
Back to top
Banner upgrades can be a grueling task not fit for man nor beast. Come hear how we've tamed the beast, from patch announcement to production and coast to coast. Concordia Administrative Information Systems has been managing Banner upgrades and patches for multiple institutions for nearly 10 years. I'll show you our method of tracking and applying upgrades and patches and how I manage to keep everything straight, even in light of a system migration. If you're just learning about updating Banner, you won't want to miss this session.0894: Taking Advantage of Banner 8 Security (0894)
Back to top
The class will explain the new Banner security features available in Banner 8 and demonstrate how they can be used to assist in securing our clients data utilizing a variety of examples developed while assisting our existing clients.0303: The University of Alabama: Change Management (0303)
Back to top
The University of Alabama Case Study: Change Management and Auditing Best Practices The pressures introduced by compliance regulations in the private sector have long impacted how universities and government agencies manage their critical IT applications. This environment has emphasized the need for stronger IT controls and greater accountability. Establishing and following best practices for tracking and managing application change is key to meeting this need, as well as ensuring the integrity of vital business information and processes. In this presentation, you will learn how the university used Quest's Stat application change management solution to manage system changes efficiently and keep an easily accessible audit trail for the university's Banner Unified Digital Campus application. The presenters will explain: • Why development, test and production change management is important • How to document a change management request from initiation to production • Management techniques for General Banner and Audit "domain" • Workflow design steps0766: Upgrading to Banner 8 (0766)
Back to top
As with any major upgrade, along with the many new features and capabilities come new challenges that must be met. To make this journey as painless as possible, we will walk step by step through the technical aspects of upgrading to Banner 8 from beginning to end. Along the way, we will cover meeting the prerequisites including ICU, performing the character set conversion, product upgrades, verification and integration. This will be an open forum where questions are welcome and others are invited to share their experiences.0791: Using Workflow Web Services (0791)
Back to top
At Plymouth State University (PSU), SunGard Higher Education's (SGHE) Workflow is relied upon by almost every department on campus. In order to better manage Workflow (currently at version 4.4), we are leveraging SGHE-delivered web services into our environment. These services are intended to perform simple tasks via easy-to-create web-based applications that would normally require logging into workflow and following a distinct (and sometimes long) click-path. With additional work, these web services can also be integrated with SunGard Luminis Platform to even further streamline simple administrative tasks in Workflow. This presentation will cover the implementation of using web services at PSU including how to expose the web services layer, creating a simple application, developing a PHP-based API for these web services, and examples of how Plymouth State University has implemented web services in our production environment.0996: UTF-8 Data in Banner 8.0, Now What? (0996)
Back to top
My database has been upgraded to Banner 8.0 and the AL32UTF8 character set, now what? The real fun begins once you start having non-ASCII and non-WINDOWS-1252 data appear in the database. Just converting the database to UTF-8 does not mean the tools you use daily will automatically "speak" UTF-8. You need to understand how to correctly configure your environment for processing UTF-8 data. The very nature of UTF-8 means these configuration problems are not apparent until you encounter non-ASCII data. This presentation will provide background on information we found useful during our Banner 8.0 implementation like the following: What is NLS_LANG and why is it important? What is LOCALE and why is it important? What is CHAR semantics versus BYTE semantics in Oracle? Does my query tool support UTF-8? How do I view/edit a UTF-8 file? How can I identify non-ASCII and/or non-WINDOWS-1252 data in Oracle? How do I configure Hyperion SQR to work with UTF-8? Tips and tricks for entering UTF-8 test data into Banner.0585: Who is Afraid of ASM? (0585)
Back to top
In 10g, Oracle introduced a new kind of storage for its database product. Automatic Storage Management (ASM) is a logical volume manager that takes physical disk partitions and manages their contents in a way that efficiently supports the files needed to create an Oracle database. This session will discuss what Automatic Storage Management (ASM) is. ASM is not only for Oracle RAC, but how it can be used in a single instance environment as well.Luminis Technical
0680: Dynamic Channels using AJAX (0680)
Back to top
Have you ever wanted to offer a channel to a user that would require them to interact with it and not have the Luminis tab reload every time they do something within that channel? Have you grown frustrated with the Inline Frame channel in regards to either wasted space or an annoying second scrollbar? If so, then this presentation is for you. This presentation will show how utilizing a very simple custom java channel, Javascript, AJAX and JSON you will be able to create fully interactive channels within Luminis. We will also hopefully touch base on some SOA developed services to allow web applications running on a non Luminis server to gain access to Luminis details about the user requesting the interactive channel.0593: Luminis 4: Making it Core (0593)
Back to top
Plymouth State University has seen great success with leveraging portals over the last 10 years, and specifically the Luminis Platform over the last four years. One of the ways they have achieved and sustained this rich environment is by making Luminis core to the organization, both within IT and for the institution as a whole. Learn how their IT staff leverages the provided technologies to enhance the infrastructure while speeding up development cycles and improving security. In this technical discussion, see how CAS, GCF, EAS, Groups, APIs, and other technologies can be used to simplify today's operations while adding possibilities to what you plan to do in the future. Find out how the campus uses Luminis as a central part of the internal communication strategy. Finally, understand how this campus-wide philosophy changes the question from 'if it goes' into the portal to 'where it goes' within the portal. Crossing this threshold allows efforts to be concentrated on enhancing content and expanding engagement with students, faculty, staff, alumni, applicants, and more!0663: Luminis as a Java Web Application (0663)
Back to top
What is a Java Web application? Why should you care? If you have Luminis, Workflow, or Enrollment Management RAR, you're running a Java Web application and the more you know about this technology, the better you'll be able to support these products. This presentation is for technical staff who would like to increase their understanding of the technology behind Luminis and other SunGard Higher Education products. We'll cover the basics of a Java Web application using examples from the Luminis portal. We'll discuss how you can use this knowledge to better support your systems.PowerCAMPUS Technical
0011: My First Year Administering PowerCAMPUS (0011)
Back to top
There is so much to learn during the first year on any job. I will describe what my first year administrating PowerCAMPUS was like. From creating a mailing list my first day on the job, to finding a bug in PowerCAMPUS and having to go through a restore process, this presentation will cover various issues you will need to be prepared to encounter. I will address the various resources that are available to help you become familiar with PowerCAMPUS, and talk about the top 10 tables you should know and why.0032: PowerCAMPUS Active Directory (0032)
Back to top
This session will show background information about the ASP.NET 2.0 Membership Provider. It will also show how to configure the Membership Provider and how it works with Active Directory and PowerCAMPUS Self-Service. This session will show you the power of connecting your existing Active Directory to PowerCAMPUS Self-Service. There are a few important, but fairly easy modifications that must be made to your Active Directory Schema to enable all Membership Provider attributes to work properly. This session will go through step by step all of the configuration steps that are needed to connect Self-Service with your Active Directory.0040: PowerCAMPUS Install & Config (BOF) (0040)
Back to top
This Birds of a Feather (BOF) will begin with an overview of the configuration options available in PowerCAMPUS Self-Service, Course Home Pages, and Portal applications. The discussion will include membership and role provider settings and how they work with PowerCAMPUS Self-Service. The importance of Institution, Application, and Payment Processing will be discussed as well. This session will show you the power and ease of configuring PowerCAMPUS Self-Service to work with your existing Active Directory or SQL Server Instance. The Portal and Course Home Pages discussion will cover membership provider and role provider settings that are required to integrate with Self-Service, some specifics about SSO settings, an overview of code access security configuration, SharePoint terminology such as web applications, site collections, and sites, and will touch on the solution deployment framework and its use of SharePoint features.0619: Reporting Services Technical (0619)
Back to top
This session focuses on the more technical aspects of Reporting Services and is designed for users who will be developing SQL reports. Learn how to: * create "optional" parameters * "search" parameters where the parameter returns whatever characters are entered (e.g. Last Name search parameter of "Ab" will return all last names beginning with "Ab", etc.) * cascading/dynamic parameters where values in one parameter are contingent upon what was selected in a previous parameter * "dynamic" matrices where a user can determine what fields to group by and report drilldowns. Because the Layout tab in Reporting Services utilizes Visual Basic, the user will also learn some VB to allow dynamic formatting in a report (e.g. if A, then B, else C) and to create things like an address block. Lastly, the user will learn how to modify some SQL code in order to return a correct result set when the user wants to query on a table that is outer joined as this no longer works the same as in Vista Views.0015: Virtual Machines and Upgrade Testing (0015)
Back to top
In working with complex systems, it is important to eliminate any possible problems that may exist, especially when preparing for an upgrade. Virtual Machines offer a great environment in which to perform upgrade testing. Using Virtual Machines, you can run through your upgrade scenario until you have the whole process down. This presentation will discuss how to make Virtual Machines a part of you upgrade testing and how to use them effectively so that there will be no surprises when you perform the upgrade in your live environment.0772: Virtualization: Servers and Disk Space (0772)
Back to top
Managing the IT data center with an ever increasing number of servers and mounting disk space requirements introduces many challenges for IT managers. New virtualization solutions using Ethernet provide effective and lower cost opportunities to introduce virtualization to the growing data centers of smaller institutions. This presentation will review: Benefits of virtualization, a sample solution using Vmware and Dell/Equallogic for server and disk virtualization, Disaster Recovery, Implementation considerations and costs. Target Audience: IT ManagementTechnology Services
Technology Services -General
1104: Banner 8 Upgrade-Plan, Manage and Execute (1104)
Back to top
In this session, we will discuss how to properly plan, manage and execute an upgrade to Banner 8. Utah State University participated with SungardHE in the early adoption of Banner 8. Call us brave or perhaps you can think of other words but we were willing and excited to work closely with SungardHE to be one of the first to successful upgrade to Banner 8. The benefits of being part of the early adopters program and early implementation of Banner 8 will be discussed during this session. The discussion will range from the political factors involved in several key decisions to the technical team that did the majority of the work including the stress points from the project and how to avoid some of these difficulties. This presentation will touch on a few technical topics but will mainly be non-technical in nature. It may be interesting to the technical, functional and project managers that will upgrade to Banner 8 in the future.UDC Advisory Services
Business Process Analysis
0774: Unifying Business Processes in Your UDC (0774)
Back to top
The SunGard Higher Education Unified Digital Campus suite allows institutions to automate and integrate business processes to improve efficiency, effectiveness, and quality of service to their constituents. Taking advantage of this potential requires a changed philosophy for process design and management, moving from an approach that focuses on discrete needs of each department and takes an integrated view that focuses on providing benefits to the institution as a whole and its constituents. This session will focus on the benefits and challenges of taking this approach to business process design and identify how institutions can begin to break down silos and create unified processes within their Unified Digital Campus.Enterprise Architecture
0779: Aligning IT in the UDC (0779)
Back to top
Inside and outside higher education, organizations often struggle to use technology strategically and to define the role of IT in a way that best supports the institution. Many who have studied the problem point to better alignment as the solution, but the problem persists. In part this is because alignment means different things to different people. For example, "alignment" does not in itself define the alignment target; will it be the strategies, mission, or capabilities? How does IT align itself to strategies, mission, or goals if individual department or divisional goals conflict with institutional goals? What if the goals or institutional mission are defined in vague terms, leaving IT to navigate an alignment path rife with ambiguity? This session will discuss approaches and tools for creating a solid foundation for tackling the alignment challenge successfully.0780: Designing a Future State Architecture (0780)
Back to top
Operational priorities, regulatory and legislative mandates, and institutional politics can force a reactive approach to IT management and planning. Developing a future state architecture - supported by roadmaps and milestones - can help equip position your institution with the capabilities it needs to meet changing demands and ensure that incremental, operational efforts are aligned to support the institution's strategic use of IT resources.0783: Enterprise Security (0783)
Back to top
From technology breaches to physical security, higher education institutions face increasing scrutiny for their enterprise security strategy. Going beyond Identity and Access Management - which addresses issues such as access policies and enforcement points, authentication, and security transport standards - Enterprise Security strategies encompass issues from facilities management and encryption policies to desktop security standards, firewalls, and anti-spam protection. Beyond recognizing the areas of concern for Enterprise Security, institutions must define the strategy appropriate to the institution, determine the level of acceptable risk, and establish priorities for implementing its strategy. This session will focus on the importance of an enterprise security strategy in the context of other enterprise level strategies, how to develop and distinguish enterprise security strategy from Identity and Access Management, and approaches institutions can take to move from strategy to execution.0675: How to Scrum your PIA Recommendations (0675)
Back to top
Come see how Wake Forest is adopting the Agile methodology of Scrum to implement recommendations resulting from the SunGard Higher Education (SGHE) Process Improvement Assessments (PIAs). WFU is working with the SGHE Enterprise Architecture team to assess, prioritize and plan the recommendations. The breakdown of the implementation of the recommendations are then worked into Sprints with a focused co-located Scrum team where IT, the end users and the product owner are working collaboratively. We will share results of our rapid deployment efforts. This course is targeting IT development management and university business owners/leaders.0788: Organizational Readiness for the UDC (0788)
Back to top
Integrating data and technology platforms are important but not sufficient steps in achieving a Unified Digital Campus. Organizational barriers, governance structures, and institutional culture must also be examined to ensure the institution's success. This workshop will highlight the people and process challenges that institutions face in a UDC implementation and introduce SunGard Higher Education's Organizational Readiness Assessment, which is designed to assist clients in ensuring that all aspects of their institution are prepared for a Unified Digital Campus.0777: Reinvigorating your UDC (0777)
Back to top
Are you missing an opportunity to leverage UDC functionality and processes to its fullest potential? Have day to day operational demands prevented you from making full use of your UDC environment? This presentation will discuss practical and specific approaches and tools that institutions have used to ensure that they maximize the value that they realize from their UDC investment.0775: Strategic Banner 8 Preparedness (0775)
Back to top
The Banner 8 Unified Product Release offers institutions broad new capabilities in areas of accountability and access to productivity and performance. Taking advantage of these capabilities requires analysis, planning, and preparation to maximize your investment of resources and leverage the new functionality. From maturing your current state architecture to adapting your policies and procedures, this session will outline considerations for institutions preparing to deploy Banner 8 and discuss the impacts to people, process, and technology for institutions in this transition.0770: Who's in Charge of What? UDC Governance (0770)
Back to top
The integrated nature of a Unified Digital Campus presents challenges to organizational structures and processes that are oriented around departments and divisions. Whether addressing questions such as upgrade timeliness and integration priorities or data standards, portal content guidelines, or customization requests, institutions need an effective mechanism ensuring an enterprise approach for managing the UDC. This session will discuss approaches and review tools that institutions can use in tackling this challenge.