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
- Treasury Services
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.
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.
- 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.)
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.
Banner and BannerWeb will be unavailable from 8:00 am Friday, November 24 through 8:00 am on Sunday, November 26. During this time IT Services will be upgrading the Banner PROD database and making API changes. This upgrade is necessary to maintain the Banner 9 modules and provide the latest APIs for data integration between Miami, Ellucian (Banner), and third-party vendor applications.
This outage will not impact the availability of the Canvas learning management system or myMiami; however, Banner data normally displayed in myMiami will not be available, and faculty will not be able to submit grades through Canvas during the outage. Also, because of this upgrade, EM jobs (Control M-Scheduler) will not run November 23-25 but will resume on Sunday, November 26.
If you have questions or concerns regarding this Banner upgrade, please contact the IT Services Support Desk at 513 529-7900 or ITHelp@MiamiOH.edu.
On Friday, November 17 at 10:00 am, a change will be made to the CLIENTS profile in Banner that will affect how it handles password expiration. The main part of the change is that going forward, passwords will now expire in 90 days with no grace period, and no locking of the account. Previously, passwords would expire in 75 days, with a 15 day grace period before the account would be locked.
This change is necessary because Banner 9 does not currently handle the grace period or the account lock. With this change Banner 9 CAS logins will continue to work even if the person’s database password is expired. When using Banner 8 or other tools (e.g. SQL Developer) the user will get a change password notice on their next login attempt after the password expiration time has been reached.
This change has been tested in the test and development environments.
If you have questions or concerns regarding this change, please contact Kent Covert.
The Banner Data Management production deployment originally scheduled for Friday, October 27 at 1 p.m. has been pushed back to a later date.
If you have any questions, comments, or concerns, please contact Dan Johnson at email@example.com.
Last week, access was granted to the new version of Banner Document Management (BDM 8.7). Here are some updates regarding the testing environment and deployment schedule:
- The Banner team in IT Services is still working on getting the Print and Export processes up and running. Until these processes are fully functional, you will not be able to print entire documents; instead, you have to do screen prints of the documents. We’re working on getting these processes functional, but we believe that everything else is working in the BDM test environment.
- Deploying the upgrade into the production environment is the next step. This upgrade will take place on Friday, October 27, at 1 p.m., meaning that BDM will be unavailable from 1 p.m. to around 6 p.m. on Friday.
Please contact Dan Johnson at firstname.lastname@example.org with any concerns.
Following on the heels of a successful implementation for Advancement, Financial Aid is the next office scheduled to go live with Production Banner 9. Tentatively, that is scheduled for early November.
During the implementation for Advancement, an issue was discovered with the way Banner 9 works in Microsoft Internet Explorer (IE). The project team is working on finalizing a new schedule that moves up the installation of BDM Xtender V8 to help with the IE issue.
On time, on budget. The Advancement and IT Services team working on Miami’s Banner 9 project can claim success on both!
The Advancement office staff are now actively using the four Banner 9 modules (Advancement, Banner Document Management System (BDMS), General, and Student) moved to the production server earlier this month.
This milestone is critical to the Banner 9 project in two ways. The BDMS, General, and baseline Student modules support each of the implementations to follow. This engagement also serves as a “proof of concept” of the project core team’s testing and training process.
So kudos to the Advancement implementation team. You hit it out of the park!