Category Archives: Updates

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

February 16, 2018 Update

News of Note:

One of the things that is being considered is to have a cut-off date for using Banner 8 once a Banner 9 administrative module goes live.

The HR consultant will be on-site the week of Feb. 27.

Both Advancement and Financial Aid administrative modules have successfully transitioned to Banner 9.

University Registrar will provide Student module training for staff who have access to modify course schedule and student schedule.  This will occur near or post migration.  Again reminding all that this is to be accomplished through sharing of SOPs and will NOT include general Banner 9 navigation training.

Work completed:

  • Consultant for Finance module has been working with the team both on-site and remotely.
  • Navigation training of Student module for Registrar’s office was completed in January.

Plans for next reporting period (approximately two weeks):

  • Continue to review usability concerns with two Financial Aid forms.
  • The Finance training plan is being finalized with training scheduled to begin on Feb. 12.
  • Working with Ellucian on accessibility issues of SSB module.
  • HR testing is scheduled to begin Feb. 1 and continue into April. Training is scheduled for the final week of Feb.
  • Testing and updating documentation for Student module is ongoing and scheduled to last through the end of April 2018.
  • Student module for Admissions, Graduate School and Regionals is currently developing testing/training plans with help of an on-site consultant.

Upcoming Banner 9 Implementations:

  • The HR go-live date is now scheduled for May 18, 2018.
  • AR implementation will continue with testing and training of users through early April, with a go-live date scheduled for the week of April 10.
  • Finance module scheduled to go live in April 2018.
  • Student module scheduled to go live June 2018. (u.achieve users go live in Nov.)

Banner 9 project continues on course to success

The Banner 9 implementation project is continuing on schedule and under budget. There have been a few manageable hiccups along the way, but the project remains on track.

That progress can be seen in some of the milestones on the Administrative portions of Banner 9 that have been completed over the past few months. These include:

  • University Advancement has successfully transitioned to Banner 9.
  • Financial Aid briefly transitioned to Banner 9. As Financial Aid was going live, a major bug was discovered that had not been uncovered during testing. Miami is working with the vendor to implement a fix and Financial Aid plans to complete their transition to Banner 9 in January.
  • A major upgrade to our imaging solution (BDM Xtender) was completed at the end of October. This upgrade was required for the Banner 9 project but affected all users of the imaging system (including those still using Banner 8).
  • High-level Bursar staff completed Accounts Receivable (AR) training the first week of November, and testing has begun. The remainder of the Bursar staff will be trained in March and will transition to Banner 9 shortly thereafter.
  • HR has completed their testing and training plans and will resume work in February (after the end of year processing is complete).
  • From a technical perspective, all Banner 9 administrative modules have now been installed in Production and are waiting for their testing, training, and transition plans to be executed.

Looking forward, Finance will begin developing their testing and training plans in December. Plus, discussions are also beginning for testing and training planning for Registrar and Admissions.

We are also beginning to develop timelines and plans for implementing the Self-Service pieces of Banner 9 (formerly known as BannerWeb). These are the pieces used by the majority of staff, faculty, and students at Miami. Finance Self-Service will be the first of these components to be installed in Spring, 2018. The remaining Self-Service modules will be installed later in 2018 and into 2019.

First Banner 9 Modules to Go PROD on 9/1

The word milestone in large red lettersAfter many long months of planning and many long hours of behind-the-scenes work, the Banner 9 project is ready to hit its big first milestone. Four major Banner modules will be installed on their production server on Sept. 1. 

The Banner 9 Advancement, Banner Document Management System (BDMS), General, and Student modules have been tested in the development and test environments and it’s time to make the big step to production status.

Once the modules are installed, Advancement will spend the next ten-day period training and testing.  Advancement staff has been working with a consultant chosen for his specific expertise in this part of the Banner 9 environment. The training and testing will follow plans developed as part of that consultancy, marrying the Banner 9 knowledge with the insight into Miami business processes. This cooperative relationship was designed to result in the best use of the new system and to enable the Advancement staff to be as productive as possible.

The official “go live” date for the Advancement Banner 9 module is Sept. 11 and the team is looking forward to having that first major achievement under their belt. The successes and challenges of this engagement will inform the remaining work.

Next up is Financial Aid. Their consultant is already working with the Miami team, developing training and testing.

Update: 7/17

These Banner 9 modules have been created in Test

  • General
  • Advancement
  • Student
  • Banner Document Management System (resolving issues)
  • Accounts Receivable (in progress)

Production environment hardware installation should be complete today – 7/14. Software prep will begin next week.

 
Current activities:
Advancement
  • Installed Advancement, BDMS, General, Student (baseline) modules
  • Testing/Training consultant starts on Monday, 7/17
  • Go Live scheduled for week of 9/11/2017

Financial Aid

  • Interviewing consultant now – start date around August 1
  • Go Live in either October or November
  • Mod re-engineering
  • Initial results look positive

4 mods have been or are in the process of being worked on

Developers are testing an application builder that may significantly reduce the time required to build some mods/standalone forms

Ethos Workflow evaluation and Integration Hub work continue

Scheduling conference calls with Ellucian Subject Matter Experts for each area to discuss mods vs baseline, new features in Banner 9 we could take advantage of, etc

Banner 9 Update: 4/10/17

Mods

  • Business analysts and client subject matter experts are in the final stages of reviewing mods to determine the appropriate disposition: retire, rewrite, keep with no change.
  • Preparing a presentation of the mods recommendations for the IT governance group, the CCIC (Continuous Improvement and Change Committee). This group owns the final decisions regarding the direction each mod will take
  • Began scheduling process for Mods Review with Ellucian

Training/Support

  • Received a statement of work (SOW) from a potential vendor (SIG) for Extension Training.

Charter

  • Received and applied feedback from committee and staff feedback on Charter

Misc

  • Continued breakdown of high-level timelines
  • Continued work on draft Communication Plan
  • Interviewed Application Architect candidates
  • Placed Action Item Log on Google for all team members to review/update

Plan for the Journey: March 27

Program manager, Frank Pahlke, was onsite the week of 3/27 and the core team focused on lots of project logistics. Here are some of the highlights:

  • Presented draft project charter to the Implementation Committee at its regular meeting.
  • Continued to plan training on the Ellucian Extension tool for IT Services developers.
  • High-level project timeline being broken down into more granular plans.
  • Mods are being reviewed by staff who use them and by IT developers. Each will be rated by its future state: retire, keep as is, or keep but rewrite. The core team is engaging Ellucian to review all mods that are to be kept to ensure plans align with best practices.
  • The project core team moved to their new project space in Boyd Hall.