Banner XE Beyond The Hype Presentation

1. Banner XE Beyond The Hype Presentation by: Chris Frost Simon Chio

2. Banner XE Beyond The Hype Presentation by: Chris Frost Simon Chio

3. Banner XE Beyond The Hype Presentation by: Chris Frost Simon Chio

4. Banner XE 9 Beyond The Hype Presentation by: Chris Frost Simon Chio

5. Quick Recap to Banner 9 • STEP ONE: Sell the Upgrade • STEP TWO: Plan Resources • STEP THREE: Find Your Single Sign-On (SSO) Solution • STEP FOUR: Set Up SSOManager • STEP FIVE: Set Up Ellucian Solution Manager (ESM) • STEP SIX: Deploy New Admin (INB) Servers • STEP SEVEN: Set Up Application Navigator • STEP EIGHT: Train and Test

6. Sell the Upgrade • When is the Effective Deadline for INB De-support • December 2018 • October 2018 • August 2017 • Greatest Vulnerability & Cause for Concern • Only One Browser Still Supports the INB Plugin • Internet Explorer Could Announce Discontinuation of Support at Anytime

7. Sell the Upgrade • What is Your Backup Plan for INB Browser Support • Freezing Updates on Firefox • Developing a Bare Bones Plugin Browser • Using a Desktop VM • OUR GOAL: Have a 90 Day Window to INB Replacement

8. Sell the Upgrade • Make Everyone Aware of the Risks and Benefits • Share the Overall Approach to Banner 9 • Do this Early and Often • Build Regular Communication between IT and End Users • Monthly Banner User Group Meeting • Report Status to the IT Steering Committee

9. Sell the Upgrade • Promote Banner 9 Videos and Literature with Users • ODSL • Webinars • Curate the Documentation • Provide Users with Relevant User and Release Guides • i.e. Student Self Service Release 9.5 • Keep Them Informed about Important Milestones

10. Sell the Upgrade

11. Plan Resources - Hardware • Virtual Servers or Physical Hardware or Cloud • Operating System – Red Hat Linux 7 • Database Server – Oracle 11g or Oracle 12c • Application Servers: Tomcat or Oracle Web Logic • Other Product Dependencies: • DegreeWorks & XE Registration • Banner Document Management (BDM) • Banner Workflow

12. Plan Resources - Hardware • Planning Worksheet • Assess the Number of Servers Needed • Number of Environments – Dev, Test, Production • ESM • SSO Solution • Memory and Storage Needed

13. Plan Resources - Hardware • Server Planning Sheet • Naming Convention for Servers • Used to Build Out New VM Cluster

14. Plan Resources - Hardware Ellucian Updates Active Directory

15. Plan Resources - Hardware Active Directory Ellucian Updates

16. Plan Resources - Hardware • Build Out Templates for the Various XE Boxes • Generic XE Image for Oracle Fusion Middleware • XE Allows Us to Replace with Old Weblogic Boxes New Oracle 12 Fusion Middleware Boxes • Developed a Requirements Sheet to Accompany Each Requested XE Server • Memory, Storage Size, Mounted Drives

17. Plan Resources - Hardware • Server Requirement Sheet

18. Plan Resources - People • Plan the Project • Break Down Banner XE into Major Milestones • Get Commitment for Preliminary Starting Dates • Estimate Hours for Each Task • Account for Blackout Dates, Holidays, and Other Projects • Have the Project Plan Drive Estimates on Hours • Let Administration Know What Those Hours Will Be

19. Plan Resources - People • Hourly Assessments

20. Plan Resources - People • Protect Your Key Banner Resources • Offload Responsibilities to Others • Start an Internship or GA Program • Requires an Investment of Time in Training and Admininstrative Overhead • Worth It • Can help with reporting and routine responsibilities • Fresh blood within the department

21. Single Sign-On (SSO) Solution • Ellucian Identity Solution (EIS) provided free of charge • On Active Directory installs, set up initial user store to Internal JDBC Database • Do not set up to create Admin in config properties file unless you have Directory Manager level permissions with your Bind User • Shibboleth is also an alternative • Must support CAS 2.0 and preferably CAS 3.0

22. Single Sign-On (SSO) Solution • Each user needs a UDCID assigned in GOBUMAP • UDCID should be added into Active Directory • Banner users need to be reconciled against Active Directory user accounts • Recommend GOBTPAC_LDAP_USER as a Spot to Store Active Directory Username • Helps match users between two systems

23. Single Sign-On (SSO) Solution • Audit Banner Against Your School Directory • Many Times Deans and Vice Presidents are not in Banner • Adjuncts are Also an Issue • Many Can Slip through the Onboarding Process

24. Single Sign-On (SSO) Solution Blackboard / Starfish Banner Banner AD WebFocus TAMU Banner XE Unique Identifier 098908YVF7890 AD AD Username Oracle Username Webfocus Username UIN Blackboard ID

25. SSO Manager • Initially portrayed as optional • Banner 9 is CAS-aware, Banner 8 is not • Left off project plan at first because we were going with all Banner 9 Admin modules at once • Necessary for links into Banner 8 Self-Service Banner (SSB) • Makes seamless navigation possible

26. Ellucian Solution Manager • ESM is mandatory to get Banner 9 updates • Works with your Banner Job Submission Server • Seems to handle app deployments well, database scripts can require some manual “pushes” at points

27. Replace INB with XE Admin • Deploy BannerAdmin • Comes as One Deployable War File • Can Deploy Individual Modules or Pages • Controlled within Banner

28. Application Navigator • One Stop Link to Banner Apps • Allows Seamless Navigation Between Banner 8 and Banner 9 Apps • Since We are Launching a Portal, Rebranded Banner 8 SSB with New Look

29. Train and Test • Banner XE Working Sessions • Reserved a computer lab • Set up recurring five hour appointment with primary Banner functional users • Kept running issues log updated each week

30. Train and Test • Navigation Aids • Developed Navigation Guide • Made Sure to Include All Keyboard Shortcuts • After Initial Visual Shock, Even Old Time Users Settled In After an Hour and a Half • Place to Share Important Banner XE Information