January 11, 2019 Update

Here is the latest update from the Banner 9 project.

The majority of Banner 8 Admin was disabled on December 21, 2018. Banner General Admin and a few select forms continue to be available to work around specific bugs in the Banner 9 versions of those components. Those remaining components will be disabled as those bugs are resolved in Banner 9.

For the Self-Service modules, work is continuing on the pieces that are available from Ellucian.

  • General Event Management – Is installed and configured in DEVL and TEST, but a couple of bugs are preventing it from being moved to PROD.
  • Journal Voucher – Betta kickoff began on August 21 and testing continues in DEVL and TEST.
  • FinAid and A/R – Due from Ellucian in 2019 Q3.

The work on disaster recovery is continuing, with the Go Live date more than likely occurring sometime in January or February 2019.

November 14 Update

Here is the latest update from the Banner 9 project.

All seven of the Admin modules have been completed and are in Production. Only two of those modules are also running Banner 8 (General and Student). EMSS has agreed to disable access to the Student and General modules (with the exception of one or two forms) on the weekend of December 8/9.

The Application Navigator was upgraded to version 3 in PROD on November 11. This relocates the menus and makes other light interface changes.

For the Self-Service modules, work is continuing on the pieces that are available from Ellucian.

  • General Event Management – Is installed and configured in DEVL and TEST, but a couple of bugs are preventing it from being moved to PROD.
  • Journal Voucher – Betta kickoff began on August 21 and testing continues in DEVL and TEST.

The work on disaster recovery is continuing, with the Go Live date more than likely occurring sometime in January 2019.

 

Menu Changes in Banner 9

IT Services will be applying a routine upgrade to Banner’s Admin interface on Sunday morning, November 11. The upgrade introduces some new navigation menus and moves buttons from the top to the left side of the page. We expect no changes to the pages themselves.

The list of Banner modules and pages will now be located under the “Application” button in the menu.

If you have any questions, please contact your normal Banner support person.

October 31 Update

Here is the latest update from the Banner 9 project.

All seven of the Admin modules have been completed and are in Production. Only two of those modules are also running Banner 8 (General and Student). The cut-off date for Banner 8 for those two modules is December 31.

The Application Navigator has been upgraded to version 3 in DEVL and TEST. This relocates the menus and makes other light interface changes. This is planned for PROD on November 11.

For the Self-Service modules, work is continuing on the pieces that are available from Ellucian.

  • General Event Management – Is installed and configured in DEVL and TEST, but a couple of bugs are preventing it from being moved to PROD.
  • Journal Voucher – Betta kickoff began on August 21 and testing continues in DEVL and TEST.

The work on disaster recovery is continuing, with the Go Live date more than likely occurring later this month.

Banner Workflow Upgrade

As part of our migration off of Oracle Enterprise Linux, we have migrated Test Banner Workflow to our new Banner 9 Weblogic infrastructure. The new URL is:

https://bansstest.miamioh.edu/wftest

The old URL should also redirect to the new location.

We went ahead and upgraded to version 8.6 from 8.5 and also enabled Single Sign-On to more seamlessly fit into our standard operating model.

If you have any issues with the new version, please contact your Banner support representative.

Banner 9 Finance Update

Attention! Attention! Banner 9 Finance is waiting for you.

September 30, 2018, will be the final date for you to use Banner 8 Finance.  Beginning on October 1, you will be required to use the upgraded version of Banner Finance as all access to Banner 8 Finance will be closed down.

Have you taken training yet? If not, there are new classes being scheduled weekly through September. The sessions are an hour long and cover basic navigation in the new Banner 9 Finance system. Sessions are scheduled for Oxford, Hamilton, Middletown, and VOA so you don’t have to travel off-campus to attend training.

Banner 9 Finance training sessions

This workshop is now available to be scheduled in the TRAIN system with multiple sessions planned between now and September for all campus locations. You are encouraged to sign up for training well in advance of the October 1 conversion date so that you have time to learn the new look and feel of Banner 9 Finance and get accustomed to the navigation changes.

Workshop: Banner 9 Finance Basic Navigation
Workshop Code: BAN9FINNAV

Finance Navigation training is also available through Canvas.

We hope to see you there!

Banner 9 Project Reaches Key Milestone

As of June 14, all of the Banner 9 Admin modules were being used in production. The last to go live was Student. So, even though the project has slowed down a bit, progress is continuing to be made both within IT Services and the various administrative offices.

Cake with white frosting and the words Miami Charts a Course for Banner 9

HR Banner 9 Celebration Cake

On June 1, Human Resources joined Finance (internal use) as the first two modules to move to exclusively using Banner 9. Banner 8 Finance for external users will be going away on Sept. 30. The cutoff dates for the rest of the Banner 8 modules are as follows:

  • Advancement: August 1
  • Financial Aid: September 15
  • Accounts Receivable: September 15
  • Student: December 31

As can be expected from the fact that Banner 8 is beginning to be eliminated, the Banner 9 adoption rate is growing rapidly. As of July 25, Finance (internal) and Human Resources were at 100%. The rest of the adoption rates can be seen below:

  • Financial Aid: 95%
  • Advancement: 93%
  • Accounts Receivable: 86%
  • Finance (external): 78%
  • Student: 47%

    Banner 9 Finance team including Priya Kodeboina, Mike Beck, Soundar Rajendran, David Shaefer and Quang Do

    Some of the Banner 9 Finance implementation team

 

The next major focus for the project team is the Self-Service modules. One area, Finance, is complete, but the others have a lot of work yet to go. For example, IT Services is currently working with Advancement on configuring and installing the General Event Management module.

 

Progress on the other Self-Service modules is mostly in a holding pattern.

  • Advancement: No Self-Service module available
  • Finance: To be installed in production sometime in October
  • Human Resources: Currently on hold
  • Student Registration: If accepted after testing, would go into production February, 2019
  • Accounts Receivable: Not available until 2019
  • Financial Aid: Not available until 2019
  • Attendance Tracking: Will be tested, but no plan to implement
  • Faculty Grade Entry: If accepted after testing, would go into production February, 2019
  • Student: If accepted after testing, would go into production February, 2019
  • Banner Student Advising: If accepted after testing, would go into production February, 2019

Please check MiamiOH.edu/Banner9 for project updates when they become available.

Banner 9 Finance: A message for all users

By Sarah Persinger, Controller’s Office

As you may know, the entire Banner system is being upgraded to a new look and feel with version 9. The Finance portion of the upgrade is scheduled for complete conversion for all campus users by 10/1/2018.

The upgrade for Finance is rolling out in two phases. The first phase is live and consists of central Finance and Business Services office staff who officially cut over to the new version on 5/1 and were actively engaged in testing the upgrade from January to April. Also in this first phase is the Banner 9 Finance Test Pilot group, volunteers providing the valuable perspective of departmental users during our financial system testing and upgrade work. The significant change is to the look and feel of Banner Finance. The keystroke and navigation steps in version 9 are different than you have become accustomed to with Banner 8 and previous versions.

The second phase of the project is for the distributed Banner Finance system users across all campus locations and offices. This phase has a cut over date of 10/1 to alleviate any schedule compression due to May graduation, summer semester, or the start of the new academic year. An early preview of the new version of Banner Finance is available for those who might want to start using the upgraded version sooner than October. We encourage this and want to share with you the appropriate training materials and methods available for your learning experience.

Navigation Video and Online Materials

The navigation video is located in the Canvas course “Banner 9 Finance”. The full Canvas course itself is currently under construction, though access to the 11-minute navigation video is available now if you should want to view it before training.

Banner 9 Finance training sessions

This workshop is scheduled in TRAIN with multiple sessions planned between July and September for all campus locations. You are encouraged to sign up for training well in advance of the 10/1/18 conversion date so that you have time to learn the new look and feel of Banner 9 Finance and get accustomed to the changes.

The comprehensive Banner 9 upgrade project (all modules) is discussed in the Banner 9 website, if you want to read more about this project and the team leads for each module.

Central Finance and Business Services offices:

  • Accounts Payable
  • Budget Office
  • Controller’s Office
  • General Accounting
  • Grants Accounting
  • Purchasing
  • Treasury Services

Banner 9 Continues Moving Forward

Banner 9 Admin will operate very similarly to Banner 8 (a.k.a. “Internet Native Banner”) and uses the same data, but it looks different. Banner 9 Admin works completely in the Chrome web browser, and its modern user interface also works on mobile devices. After the whole conversion is complete, we plan to make it available from the Internet so you can use it wherever you are. To access additional Banner 9 documentation, please visit MiamiOH.edu/BannerTraining

IT Services is working directly with the offices that are responsible for each part of Banner, and those offices will work with you to address process training, support, etc. For example, if you use Finance forms to look up account balances, the Finance department will help you with this. If you are an advisor who runs degree audits through Banner, the Registrar’s office will help with this.

Most of the modules have already transitioned to the new version, with only Student still in process. Go live dates for all of the modules are:

  • Advancement (Sept. 10, 2017)
  • Financial Aid (Jan. 19, 2018)
  • Accounts Receivable (April 17, 2018)
  • Finance Admin and Self Service (May 1, 2018)
  • Human Resources (May 21, 2018)
  • Student (June 14, 2018 and November, 2018 for uAchieve users)

The old version (Banner 8) will continue to work for a number of months after Banner 9 Admin is available, which should make for an easy transition between the two. Until Banner 8 is decommissioned, you will be able to use Banner 8 and 9 simultaneously. Each module will have its own cut-off date for Banner 8, and those are shown below:

  • Advancement (July 1, 2018)
  • Financial Aid (Sept. 15, 2018)
  • Accounts Receivable (Sept. 15, 2018)
  • Finance Admin and Self Service (May 1, 2018)
  • Human Resources (May 21, 2018)
  • Student (Dec. 31, 2018)

BannerWeb, used by most everyone throughout the University, is being replaced with Banner 9 “Self-Service”. The first module, Finance Self-Service, was implemented together with the Finance Admin module in early May, with the rest of the modules to follow later in 2018 or 2019.