2007 Conference Presentations

IRS Contribution Updates & Overview Alan S. Hejnal, University of Richmond

The (U.S.) Pension Protection Act of 2006 made possible charitable contributions of IRAs, and changed some of the rules related to gift receipts and IRS reporting. This session will provide an overview of these changes, and use this occasion to review the basic IRS rules and requirements related to charitable contributions. The updates and review will be of interest to experienced Advancement Services professionals. Newcomers to Advancement Services will receive an overview of key topics such as IRS receipt requirements, tips for determining the legal donor, quid pro quo transactions, issues related to donor-advised funds, and additional requirements for non-cash gifts.

Managing Duplicates in Banner Advancement Pam Ulmer, Advancement Services, UNCG
James D. Smith, MBA, Advancement Services, UNCG

1. Creating Address Coding Standards that increase the likelihood of duplicates being identified by a program. (Runner and QAS help with this.)
2. Using Common-matching to help prevent duplicate records.
3. Reports and Programs to Identify Duplicate Records.
4. Reports and Processes for comparing duplicate records.
5. Reports and Processes for migrating all data to the chosen ID. (Including maintaining receipt number integrity)
6. Reports and Processes for deleting the duplicate pidm. Backup tables and logs.

SSB 7.4 for Advancement Officers Tim Snyder, Wake Forest University

This session will demonstrate and explain the new features and bug fixes that were released as a part of the Self-Service Banner 7.4 for Advancement Officers. This session is appropriate for both technical and functional people associated with Advancement.

Securing Self-Service Alumni Donations Aaron Wadle, TouchNet Information Systems
Ruth Gill, Montgomery College

In recent months the advent of PCI compliance issues on college campuses have focused not only on traditional business office operations but in campus wide payment processing. No other place is this more apparent than in the facilitation of online giving by College and University Alumni. While Advancement Offices have been at the forefront of online payments, capital campaigns and growing volumes of online transactions now call for automation to the Host and a re-examination of current practices. This session will focus on how one school’s approach to improving their use of Banner Advancement in conjunction with real-time integration with TouchNet Marketplace to facilitate a secure self-service donation platform for College and University Alumni.

Tracking Endowed Scholarship Awards and Payments Jane Cariker, The University of Mary Washington
Tom Cummings, The University of Mary Washington

At the University of Mary Washington, our Development Office needed the ability to manage and track endowed scholarship awards through the Banner system. This presentation will outline the process created and used to track awards and payments from the time that the scholarship is created until funds are awarded to students through financial aid and disbursed to students through the Banner finance student account. Using the designation module, scholarship accounts are created and linked to financial aid fund codes and these fund codes are linked to banner finance codes. The Department of Information Technology created a custom view to pull the information together and an Access report was created to produce a number of reports that help with auditing and tracking of scholarship funds. The presentation will take approximately 30 minutes and will be followed by a question/answer session and a general participant discussion about how this process is handled at other institutions.

Advancement Banner 8 update Pam Rollins, SunGardHE

More information soon.

Enrollment Management: the biggest development effort since the inception of Banner Wendy Davis, SungardHE

See the abstract under the Student section

Pidm Problems Solved Joseph Francis, The George Washington University
Vipul Patel, The George Washington University

We solved it all! From usability to accuracy, flexibility to historical records, real time notifications to executive reporting, pidms are no problem.
The George Washington University is implementing a newly built custom Multiple Pidm Merge Tool. Users and Data Analysts can extract, analyze, approve and merge duplicate pidms, triplicates and beyond. Each merge is unique and is handled differently than its fellows. Data owners maintain their power over data accuracy and have approval and veto power before a merge hits Production. Development is no longer in the picture! Merges are completely owned and operated through custom Banner forms. Merge events generate emails in both real time and digest format to which users subscribe by event type and urgency. All merged data is maintained in the database for later reference.
This presentation mainly covers functional usage and will briefly touch on the technical behind-the-scenes workings of our new tool.

Workflow -- What Is It? Carolyn Clark, SunGardHE

This session is a general introduction to Workflow. We will cover basic features such as opening Banner forms, sending emails, creating Workflow custom forms. We will also discuss who is involved in the Workflow implementation and what it takes to get started.

Workflow Examples using Banner Carolyn Clark, SunGardHE

This session will include simple workflows examples that can be used to jump start your Workflow implementation. Workflows include course cancellation notifications, Finance requisition approval notifications and time sheet returns.

Connecting Students, Faculty, Staff and Alumni throught the Unified Digital Campus Wendy Davis, SunGardHE

The right portal helps higher education institutions bring information, services, and communities together in a unified digital campus. It unifies academics, administration, and community life into a single network of people and services.
SunGard Higher Education portal solution is based on open standards to offer flexibility and freedom of choice. Existing systems and future technology choices can be integrated easily into the enterprise portal. Key features of the Luminis Platform include: out-of-the-box integration with the Banner administrative system, one-stop access to personalized information and services, and enterprise communication applications. The Luminis Platform is part of the Luminis Product Family.
If you haven't seen Luminis, this is a "can't miss" opportunity to see the solution in action!

A Survey of Best Practices in Banner Custom Development Brian Parish, IData

IData has worked with a number of clients to develop new custom programs or modify existing processes. Questions always arise about how to keep track of different versions of custom source and documentation in order to allow for easier upgrades and modifications in the future. For this presentation, we set out to survey a number of Banner clients to find out what has been successful (and what has not) in version control, documentation, testing strategies, and configuration management. During the session, we will present our findings and open the floor up for group discussion.

Easy Address Verification for Banner Joe Crane, QAS

How accurate is the address data entered into Banner at your school? Do you have confidence in the quality of data entered over the web or by your student workers?
Bad address data impacts every department on campus – in admissions it means missed opportunity to target prospective students and in development it means missed opportunities to solicit potential donors. As Banner decision-makers it is your responsibility to protect the data put into your application!
QAS is deployed at numerous Banner schools to verify address data on the front-end before it is committed to a school’s database. Attend this session to explore address verification options for the many points of address entry at your school.

Nolij - Transfer OverviewChristy Samford, Nolij

Nolij Corporation will present at the MABUG conference on its data integration solution built exclusively for higher education. This session will provide a functional overview of the Nolij Transfer and also offers an opportunity for existing clients to share their feedback and best practices with their Nolij Transfer product

Denormalized Views of the Fund/Orgn/Acct Hierarchies in PL/SQL packages Judy Wills, Virginia Tech
Jay Smith, Virginia Tech

We often need to build a denormalized (flattened) view of the Fund, Organization or Account Code hierarchies in order to determine which level we are dealing with. We developed a PL/SQL package to perform this task which allows us to not only see this view in programs that we write, but also via SQL tools such as SQL Navigator. Additionally, we wrote a package to "roll-up" various FOAPAL elements. This presentation will explain the packages and also show several examples how these procedures can be used.

Evisions IntelleCard - Higher Ed Payment Card Mike Boote, Evisions, Inc.

IntelleCard is a paperless payment system that uses Evisions IntelleCheck and a Higher Ed Visa Debit Card to distribute payments electronically. IntelleCard may be used for ANY payments from Banner including financial aid, student refund, payroll, and reimbursements. Find out how you can throw away the hassle of checks and reduce administrative costs.

FUPLOAD Spreadsheet Processing Jerrell L. Taylor, North Carolina A&T State University

This topic involves the use of a Microsoft Excel spreadsheet that includes macros to create FUPLOAD “batch” files for Banner Finance. The Excel macros (Visual Basic for Applications) are designed to create a formatted text file for Banner FUPLOADs. This process may be useful for accounting environments that may have large volumes of journal entries and budget transfers. This session will cover an explanation of the spreadsheet template and how the template is used in the FUPLOAD process.

Grants Electronic Proposal Development Panel Elsa Everling, SunGard Higher Education

Please join your peers as they participate in a panel discussion regarding the Proposal Development and Electronic Submission enhancement targeted for release in Banner HR 8.1 in September 2008. Facilitated by SGHE, this panel consists of institutions who are participating on the enhancement Focus Group. They will share with you an update on the enhancement and what to expect regarding new functionality and integration with Grants.gov, as well as share with you their experience on the Focus Group.

Mass Upload of AR Transactions Richard John, Virginia Commonwealth University
Mark Lewis ,Virginia Commonwealth University

Digging into the baseline bank lockbox payment program, we found that we would need to tailor it for the peculiar (aka legacy) transaction format we were receiving from our bank. At the same time we were wondering how to process a mass upload of charge transactions into AR from feeder systems outside of Banner (housing, dining, etc) since that is not delivered in baseline. What we found was that with a few modifications to the lockbox program and by creating a standard format for the feeder systems, we could accomplish a mass upload of those charge transactions. Including the ability to have different detail codes in the temporary tables at the same time, and being able to use the delivered INB lockbox correction form to let our users fix the data as needed. And by utilizing the delivered API for TBRACCD to conform to SunGard's technical direction and avoid a few programming headaches. This presentation describes how we did it.

Performing Equipment Inventories with Banner Fixed Assets Becky Saylors, Virginia Tech

This session will present how Virginia Tech performs equipment inventories using Banner Fixed Assets. Topics of discussion will include: Virginia Tech implementation Barcodes and locations Managing the Inventory Process with custom forms/reports Scanning equipment Interfacing the scanner to Banner Reconciliation and reporting.

Overview of Electronic Billing Presentment and Payment System at GWU Sunil Patil, The George Washington University
Vani Satya Valluru, The George Washington University

The Electronic Bill/Schedule Presentment and Payment (EBPP) system enables The George Washington University to present a customized ebill to students and third-party payers. The system is developed in-house with the help of Banner 7.3 Student self service Enhancements, Evisions and custom billing programs. The look and feel of the eBill in PDF format is similar to existing paper bill sent to students by GWU. The EBPP system proactively notifies the student or third-party once a new bill is available via automated email. Once the student or third-party has reviewed the detailed bill, the EBPP system can facilitate the payment of the bill. Once a transaction is complete, the payer is simply guided to a pre-determined page on GW’s website. Students and third-party payers can pay on-line from a checking/savings account (ACH), as designated by GW The system can provide a real-time or near real-time upload to post the transaction data to the student account or general ledger account. In addition, GW administrators will have access to consolidated real-time web-based reports for customer support and financial reporting purposes.

Hot Topics in Research Administration Roundtable Linda Bucy, Virginia Tech

SUNGARDHE is presenting on the new proposal development module and the new effort reporting module. This is a discussion group or roundtable type format to open discussion on curent topics that our schools are dealing with in research administration areas. If you would like to send in topic areas ahead of time, please email to lbucy@vt.edu

Procurement Transformation at Virginia Tech (powered by SciQuest) Bonnie Sutphin, Virginia Tech
Rex Myers, SciQuest

Virginia Tech and SciQuest will jointly be presenting how procurement was transformed at Virginia Tech through the implementation of SciQuest HigherMarkets eProcurement solutions. Learn how these procure-to-pay solutions augment the SunGard Banner solutions to streamline procurement processes across the Virginia Tech campus and how end-users are empowered to make purchasing decisions through this system. Learn how these solutions, through the partnership between SunGard and SciQuest, are integrated (and supported) at numerous institutions across the country. During the session, representatives from Virginia Tech’s Purchasing Department will be conducting a “live demonstration” of the HokieMart solution. This session covers the topics of integrated supplier catalogs, contract management, one-step web-based shopping, workflow, and rule configuration, dynamic and automatic PO delivery, receiving (both desktop and central receiving), invoicing, PO/Invoice matching, etc.

Banner HR and Finance Product Update Laura Weathersby, SunGard Higher Education
Elsa Everling, SunGard Higher Education

Join the Banner HR and Finance Product Managers as we give you an update on the latest with your Banner HR and Finance products. Included in this presentation will be information about Banner 8.0 and 8.1 enhancements, including Travel and Expense Reporting and Grants Management functionality improvements.

Federal Compliance through Employee Self Service (or how to deliver paperless W2s and clean up your EEOC data) Shira Goodfellow, George Mason University

I'll talk about how we implemented W2 delivery on the web and also created an application in Employee Self Service to allow employees to view their EEOC bio/demo and veteran info and update it in preparation for the new EEOC regs (if they ever decide what to do and how to do it).

Grants Effort Certification Panel Laura Weathersby, SunGard Higher Education

Please join your peers as they participate in a panel discussion regarding the Effort Reporting and Labor Redistribution enhancement targeted for release in Banner HR 8.1 in September 2008. Facilitated by SGHE, this panel consists of institutions who are participating on the enhancement Focus Group. They will share with you an update on the enhancement and what to expect regarding new functionality, as well as share with you their experience on the Focus Group.

IRS Compliance Risks in Payments to Foreign Nationals: The Path Through the Regulatory Maze Richard Adams, Windstar Technologies, Inc.

Any institution allowing claims of tax-exempt status (tax treaty benefits) for either FICA or federal withholding when making any payment to a foreign national must perform the required IRS due diligence before providing these tax exempt payments. While it might seem inconsequential, mishandling your institution’s payments to foreign persons can result in substantial fines and penalties (in addition to large tax payments) should the IRS audit your institution. With the recent increased focus on immigration issues, now is the time to ensure that your organization meets IRS rules and regulations for withholding and reporting on payments to foreign nationals. As a result of participating in this session, attendees will understand the risks associated with noncompliance to IRS regulations governing payments to foreign nationals, and how to improve their processes and procedures to become more compliant.

Participants will learn:
1. The importance of complying with IRS rules and regulations for payments to foreign nationals.
2. What the IRS rules and regulations are for payments to nonresident aliens (NRAs).
3. The proper due diligence required by the IRS when making payments to foreign persons.
4. The key elements of payments – determination of tax status, interpretation of treaties, determination of tax exempt status, and completing required IRS forms and reports.
5. The key payment elements you must have in place in order to be IRS-compliant.

Introduction to Nonresident Alien Payments Leisa Shelor, Virginia Tech
Janet Kunz, Virginia Tech

• International visa types and employment eligibility requirements
• Payments to students and other non-employees
• Resources and regulations

Many colleges and universities have been the target of IRS audits that focus on payments to non-resident aliens. This workshop provides a brief background of immigration and IRS regulations as they relate to employment of foreign nationals. The session will include a review of international visa types and the employment eligibility requirements associated with each. Additionally we will discuss payments to students and other non-employees. The material will contain a list of resources that prove useful when researching the many regulations surrounding such payments.

Payroll Deductions Jane Stringer, Virginia Tech
Dan Boden & Eddie Shumate, Virginia Tech

We will discuss how to create and maintain payroll deductions from both the Gift Accounting and the Payroll perspectives. We'll cover what information needs to be gathered, how to set up the gift pledge, how the deduction is established in the Payroll department, and how the deduction is subsequently recorded as a pledge payment.

PeopleAdmin Human Resources Modules Kevin Wilson, PeopleAdmin, Inc.

Join us for an overview of the PeopleAdmin Human Resource Modules! PeopleAdmin is the leading provider of Human Resource solutions specifically designed for higher education institutions. More than 375 campuses use PeopleAdmin to reduce the staff time and cost associated with their Applicant Tracking, Position Description and Performance Management processes. Gain an understanding of system functionality, implementation, integration with Banner and pricing. Brandon Phipps, vice president, Sales & Business Development, PeopleAdmin

Simplifying Electronic Approvals Daynon A. Smith, Virginia Commonwealth University

With employees coming in and out the department and supervisors and managers changing so often it can be a huge undertaking trying to maintain the routing queues. We have created a generic routing queues that come directly to HR. We feel that the approvals can happen outside system and then when the departments keys it into the system, we approve and apply. It can make electronic approvals work for everybody.

State Taxes and Non-Resident Employees Laurie E. Jones, George Mason University

A look at how George Mason set up non-resident employees state tax rules.

Customizing your Luminis Portal & Taking Full Advantage of Banner Data Dana German, University of Mary Washington
Edward Gray, University of Mary Washington

In this session, we will review the process for developing and implementing custom Luminis roles based upon Banner data, the use of Banner event triggers, the deployment of Banner channels and the development of custom Banner channels in the Luminis portal. We'll also discuss ways to maximize the use of Luminis targeted announcements via Banner extracts and imported groups. And, finally, we will wrap up by bringing all of these topics together with actual examples and a demonstration of the current portal (Eaglelink) at UMW.

Luminis IV: Lessons Learned Brad Vacura, Montgomery College and SunGard Higher Education

In this presentation, we will discuss the lessons learned with Montgomery College's move from Luminis III.3.3 to Luminis IV and the inclusion of Student Email at Montgomery and how all of this came together.

To Luminis in less than 5 months. Grace Ruiz Little, Old Dominion University
Matthew Sullivan, Old Dominion University

Old Dominion University implemented the Luminis Platform in 5 months. The ODU Portal Team attended Summit, 2006 in April to learn about Luminis, including it's functionality and hardware requirements as well as to learn from the experience of others. When we discussed our plan to migrate from the Vignette Portal and to "Go Live" with Luminis on September, 18, 2006, we were told that we had an almost impossible goal, since we had yet to procure equipment, much less had any experience with the product. Yet we went Live early - on August 21st, 2006. Why did we decide to migrate from the Vignette to the Luminis portal? What planning occurred to allow us to "Go Live" even earlier than expected, and still provide the functionality in the previous portal? How did we manage to not only meet all our initial goals for Go_Live, but even include some offerings initially expected for Phase II? Are there differences when implementing a portal the second time around?

Electronic Transcripts BOF Jennifer Flagel, George Mason University

If your school is exchanging electronic transcripts or would like to, please join in this discussion. Topics include: Which schools are in production with or implementing electronic transcripts? Which vendors/tools are schools using or considering? What resources were allocated to implementation? What are the biggest challenges to implementation? How did/will it impact your business processes?

Making BANNER the comprehensive source for Athletic Eligibility Certification Jennifer Mengel, Virginia Tech
Clyde Cridlin, Virginia Tech

Virginia Tech will describe the coordinated effort between the Registrar's Office and the Technical Support Team to enhance Banner's handling of data relative to the Athletic Eligibility Certification and Reporting processes. Clyde Cridlin, Assistant Registrar responsible for this area, will describe challenges posed by athletic reporting. Jennifer Mengel, Application Developer for the Student Technical Team, will describe the decision made to put the data into tables which complement Banner. The associated processes and forms that have been developed in support of the Athletic Eligibility Certification and Reporting Processes will be presented.

On-line Grade Changes Mary Swartz, Old Dominion University
Robert Fricovsky, Old Dominion University

A long-standing desire expressed by faculty and finally mandated by our Faculty Senate resulted an an on-line grade change process released to faculty in Spring 2007. We will disucss the details of the request, development of the final product to accommodate University and Catalog policy and timing and making the announcement to the campus, and include a demonstration of how it works.

OnLine Graduation Applications Kristen Ball, University of Richmond
Andrea Kilpatrick, University of Richmond

This presentation will detail how the University of Richmond created an online process where undergraduate and graduate students who are near graduation can submit their degree graduation applications through Student Self-Service to begin the degree audit process. Both a functional overview from the University's Registrar's perspective and technically how this project was created and implemented will be covered.

Online Housing Lottery and Room Reservation at CNU Thomas MacKay, Christopher Newport University

The housing lottery process at CNU had for the first decade of student residence on campus been a manual, paper driven process. Time tickets were generated on a spreadsheet, and students lined up in the Student Center at their time slot to write on a paper list their room selection and room-mates. Then all of these room assignments had to be manually keyed into the Banner system. In order to improve services to the students, as well as reduce the effort on the Housing office, CNU decided to implement an online lottery and room reservation process. Having looked at and rejected the commercial solutions as being too complex, and unable to find anyone willing to give us their custom solutions, CNU decided to develop their own application to fulfill these needs. CNU's custom-developed ASP.NET Housing Lottery and Room Reservation system was utilized this spring for the first ever online lottery at CNU, with exceptional results. Students loved being able to log in from their rooms, or homes, or anywhere to sign in, search and select rooms, and get a real-time email confirmation of their reservation. The system worked flawlessly, without a single documented failure in its intended operations. We do have a list of enhancements which we will be incorporating into the system, most of which are needed to improve our ability to handle those exceptions to the defined process which are an inevitable part of something as complex and emotionally laden as housing. This session will go over the design of the system in relatively non-technical terms, and discuss the issues and associated with putting a housing lottery online.

Technology and Retention Laura Kelley, UNC Greensboro
Ellen Robbins, UNC Greensboro

With a greater emphasis on retention on most college campuses, UNC Greensboro reviewed ways to utilize technology to assist with retention initiatives and found major areas to focus attention on student success. These include gathering of data specific to student enrollment behavior and use of technology to provide improved students' access to their own information.

Transfer Articulation Maintenance BOF Kerry E. Beers, Old Dominion University

How are institutions dealing with the overwhelming task of maintaining SHATATR catalogs, etc.? For example, your College of Business just changed the Information Systems Department prefix from ISYS to IT, now you need to indentify all the previously established transfer equivalences with ISYS and change them in SHATATR, but how? Your state community college system added a new course and you need to get it loaded under all 30 institution codes. Are you entering it 30 times or did your technical wizards create a duplication program for you? Do you feel you are entering the same information over and over again on forms? You load transcript information on SOAPCOL, now you are ready to evaluate the transcript and have to load some of the same information on SHATRNS. Are you using SHATATC or just going straight to SHATATR when establishing a new course and the equivanlency? Do we share the same wish list for future BANNER upgrades? Have you identified methods for streamlining the transfer articulation process? Let's share our ideas and help each other achieve transfer articulation success. Perhaps MABUG can contribute valuable information that leads to future BANNER enhancements.

The Autohold Process: It's not just for Finance Lester Lugo, North Carolina A&T State University

After attending this session, individuals will see the versatility of the autohold process and that it can be used for other than finance purposes. Attendees will learn the process for creating and releasing holds, and the forms and processes required to run autoholds. The autohold process can be used to create holds for missing admissions and financial aid checklist documents, immunization holds for newly admitted students, advising holds for students with excess credits or with an undecided major and other holds that the presenter may not have thought of yet. Basic knowledge of population selections would be helpful, but not necessary.

Banner Financial Aid Weirdness Michael Barnes, University of North Carolina, Wilmington
Cynthia Grant, University of North Carolina, Wilmington

This presentation deals with a number of mind boggling issues within the Banner Financial Aid application. The presentation is designed to highlight major processing issues and ways to work around them. It will cover loans, Banner's lack of a cohesive summer session, the complications of RFIBUDG, common matching issues, and why we develop our own reporting. We are currently querying our staff to find other examples which will help those new to Banner financial aid (like us). We hope this presentation will lead to a birds of a feather in financial aid where we can share issues and solutions among the institutions.

Enrollment Management: the biggest development effort since the inception of Banner Wendy Davis, SungardHE

If you’ve heard the buzz about Enrollment Management and wondered what it was all about, this session will give you an overview of SunGard’s latest development effort.
The Banner Enrollment Management Suite helps your recruiting, retention, and development teams cultivate strong and lasting relationships. It extends and deepens the capabilities of Banner and empowers you with information you need to:
· Connect with people and organizations more effectively
· Deliver personalized experiences and interactions that foster lifetime relationships
· Monitor and adjust your efforts in real time to impact performance
· Conduct knowledge-based planning across all recruiting, retention, and alumni programs
The end result? You connect with people as individuals. Your recruiting, retention, and development teams build strong connections with prospects, students, parents, alumni and others. And your institution realizes measurable improvements in enrollment, retention, and advancement.

Disaster Recovery Planning and Testing: A Case Study Mark J. Hardman, Harford Community College

Come look over our shoulder as we review our database disaster recovery plans yet again. See the contingencies that we've tried to plan for, the tests we've created, and the problems we've encountered. And if you're going to look over our shoulder, we're going to ask you what you think and want to know how things are going where you live, so be prepared to share.

Home Grown Identity Management System - Driven by Banner Dana German, University of Mary Washington
Linda Thornton , University of Mary Washington

At the University of Mary Washington, we have implemented a custom Identity Management System with Banner as the driver for the creation and provisioning of UMW network, email, and other user accounts. During this session, we will provide an overview of the technical details of our process and how we utilize Banner data to drive role-based authentication, provisioning and deprovisioning. We will also review our method of establishing and maintaining UMW User IDs and our progress with single-sign-on.

Introduction to XML on Oracle 10g Arnold J. Smith III, Virginia Tech

This presentation is intended to introduce the basic concepts needed to generate or parse XML on an Oracle 10g database. A basic understanding of XML and XPath expressions are assumed. - The XMLTYPE - How to extract information from XML * EXTRACT function * EXTRACTVALUE function * XMLSEQUENCE function - How to generate XML * XMLELEMENT function * XMLFOREST function * XMLATTRIBUTE function * XMLAGG function * XMLCONCAT function * XMLCDATA function

PCI Compliance -The Gateway to Paradise Joe Egan, Nelnet Business Solutions

The Payment Card Industry Data Security Standard (PCI) is changing the way institutions do business. The regulations are getting tougher and fines are getting steeper. Learn why higher education is a prime target for hackers, the changes in PCI 1.1, and practices for managing compliance.

Running sqlplus reports through GJAPCTL Mark J. Hardman, Harford Community College

How can a small IT shop find an easier way keep up with the reporting needs of their users? Oracle's sqlplus tool allows you to create and format reports with relative ease compared to writing them in Pro-C and other languages. The problem has been getting these kind of reports to the users. Either the IT folk run the reports for users, or you allow end-users to get way to close to the database so they can run the reports themselves. We've created a way for sqlplus reports to run through Banner's job submission form (GJAPCTL). It uses Banner security settings and requires only a small number of managable modifications.

Use Oracle Advanced Queues to Keep Your Onecard System Real-time David Barth, University of Richmond

Oracle Advanced Queues will allow you to to keep data moving between Oracle databases in a very low maintenance system. At the University of Richmond we use Advanced Queues to post ecommerce and Banner updates to our CSGOLD Onecard system in very close to real-time. I plan to present in two parts, first describe Advanced Queues and the advantages they offer. Then how we take advantage of Advanced Queues to keep our Onecard system up to date. We have several updates running through the Advanced Queue for our Onecard system that take a lot of manual work off of the Onecard Office staff.

Banner doesn't do it that way - Customize? Cheryl Richards, University of Richmond

This presentation will describe the directory structure, naming convention, and documentation used for delivered programs that are customized by the programming staff. What else needs to be done before a user can run these programs through JOBSUB? Adding the job as an object, granting permission, assigning the process, and defining the parameters. Examples of a few HR programs that are customized. As time permits, open discussion on how other schools handle customizations.

Job Submission Enhancements Ida Davis, The George Washington University
Vipul Patel, The George Washington University

With changes to forms on our test server and the job submission shell we can select a software link directory, test, development, baseline or production, and any database for testing forms and batch jobs. For jobs run through the job submission form, job status of running, finished or error, can be viewed through a custom form. The custom form can also be used to request the display of output in a UNIX directory.

SQR Language Overview Ida Davis, The George Washington University

Oracle recently acquired Hyperion the provider of the SQR. SQR is a programming language that can report and manipulate data. The overview demonstrates how to select data, print reports, perform break processing, report master detail information, update records, insert data, plus more.

Easy Source code modification/Implementation Via Banner Applicaton With Developer Utility Form Vipul Patel, The George Washington University

We at The George Washington University developed a Banner Form SZADUTL. This form is design for Developer to easily modify, test and migrate source code within Banner application. This utility moves FMB from Local PC to Forms server, compiles, and gives ability to test as well migrate from development to test libraries. Utility also compiles Banner "C" job or Oracle reports and gives ability to test job with different parameters and view outputs.

Oracle for Business Intelligence Robert Zeolla, Oracle

Confused by the new offerings from Oracle for Business Intelligence? Do you want to get more out of the data you've collected in your Banner systems? Oracle provides multiple options for gaining valuable insight into University operations and finances using features previously found only in specialized products. Because Oracle’s Business Intelligence products are completely integrated, everything works together to provide a seamless experience for both system administrators and end-users. This session will explain the differences in the BI offerings from Oracle. Topics will include ETL, database features, end user ad-hoc query tools and interactive dashboards. Demonstrations included!

Security Threats/Security Solutions Mike Haas, Oracle

Data breaches at Universities nationwide have made the headlines of major newspapers across the country and resulted in the loss of personal information of hundreds of thousands of students, parents, staff, and faculty members. The privacy and financial security of individuals are increasingly at risk due to the widespread collection of personal information. Oracle provides strong security for consolidated applications and databases where multiple, and highly privileged users may co-exist within the same database. Learn first hand how Oracle can protect against external, as well as, insider threats, by enforcing separation of duty, encryption, and ssn remediation so that the Institution might best protect the personal information of its constituents.

Supporting our Investment: Banner Finance Training Vickie Chapman, University of Mary Washington
Cheri Lumpkin, University of Mary Washington

The University of Mary Washington expects the Finance user community to become competent within the Finance module to include the state's purchasing system, eVA. To achieve this end, the Business and Finance Org Chart supports a new Training Unit that is responsible for the eVA to Banner feed, user training for eVA, and user training for Banner.
Our presentation will review how a unit of 1.5 employees provides the UMW Community: Training and Support Opportunities, Communication Needs, User Recognition, Off-Campus Community, Involvement, Departmental support, Website support, Integration with the Business and Finance Division. All of this is accomplished while still allowing for the creative means of getting the message across in a non-threatening and fun environment.
Our presentation will include a fun, interactive exercise and summaries of our training programs as opposed to presenting a training class. Full training materials will be shared upon request.

Client Service for Learning Professionals Susan Hersh, Rowan University

Learning professionals in higher education, including trainers and professional development specialists, are often challenged with requests for programs with little time, less money, and no additional resources. Discuss strategies for managing internal client expectations within these constraints including a twist on fundamental client service concepts. Explore tactics for addressing discrepancies between the client’s wants and needs in order to provide the most effective programming to your campus.

Implementing Self-Directed Technology Training: A Year in Review Susan Hersh, Rowan University

This session will provide a year in review of Rowan University’s self-directed technology development program. Lead Technical Trainer, Susan Hersh, discusses how the training team idenified a need to provide training opportunities outside of the traditional classroom setting and how they introduced self-directed learning concepts to the university. She will present the challenges, rewards, and lessens learned as the training team traversed this new terrain.

DRWeb: ad hoc reporting on the web Michael Ringenbach, Virginia Tech
Stephen Carpenter & Kim Smith, Virginia Tech

Direct Reporting on the Web (DRWeb) is an ad hoc selection tool that allows users to find constituents in the Banner database using up to 130 different criterion. The resulting population selection (popsel) can be stored for later use and manipulated using a popsel manager interface. Users may additionally create new popsels as part of the popsel manager. Another heavily-used feature is to pass a popsel from either the popsel manager or the ad hoc report directly to the standard Banner reporting system. This allows users to view details about members of the popsel in standard, pre-defined outputs. The presentation will cover design issues and decisions, change management issues, and lessons learned during our development of this web product.

Evisions ARGOS--Reporting Redefined! Mike Boote, Evisions, Inc.

Having worked with fine educational institutions the world-over, Evisions has created the preeminent web-based ad hoc reporting solution—just for you. See the difference intense dedication and innovative development can deliver. Reporting Redefined. Argos can report from any database, Oracle, Access, SQL, etc. Specific to Banner, users have had great success using Argos to report from the ODS and EDW. Argos can tie directly into Banner security and allows drill security down to the field and record level.

The ODS in C~ontext Ron Allan, Georgetown University

Probably many Banner users have wondered why the Banner ODS does such a frustrating job of meeting their reporting needs. Sadly, there is a very good reason. It is not designed to meet the reporting needs of institutions of higher education. This is not because it is badly designed or poorly conceived, or even that your institution is too atypical. The problem is that it is designed to meet the reporting needs of private corporations. This presentation reviews some of the culture of data warehousing and business intelligence (academic analytics, as its called in higher education), explains the difference between the Kimball and Inmon approaches to information access and the position of the Banner ODS within it. It explains how by taking the Inmon approach, the Banner product does not optimally meet the needs of its client base. It concludes with a proposal for a design change to a Kimball oriented approach that promises to make user requirements much easier to meet.

Reporting and Analytics for All Wendy Davis, SungardHE

So, you think you know about reporting? This session will showcase the breadth of reporting options for different types of functional users. Did you know that a Self Service Query enhancement to the ODS was released this year? Come see how templates assist you in obtaining lists and creating populations that can be used in the ODS. Have you seen Cognos? SunGard Higher Education has partnered with Cognos, and this tool dramatically enhances the user experience and usability of the ODS and EDW. If you thought you knew it all about reporting or if you are a newbie to reporting, this is the session for you.

Business Process Analysis for Beginners Kerri Chapman, University of Richmond

Every day in our jobs, regardless of our primary responsibilities, we analyze business processes whether we know it or not! In this presentation, you'll see how a BPA novice was able to self-educate and perform a full business process analysis of a department. You'll learn some simple methodologies that employ requirements gathering skills, process modeling, and old-fashioned common sense that you can use to perform formal BPA at your institution.

MABUG Steering Committee Troy Boroughs, University of Richmond
Lee Anne Hoppe, Virginia Tech

Talk about the business of running the MABUG organization as well as reviewing this year's conference and getting prepared for the following year's conference. Also, will ask for volunteers to host the MABUG conference two years from now.

Managing Data Integrity Jennifer Flagel, George Mason University

Most institutions go to great lengths to establish data standards when implementing Banner, but how do schools maintain data quality after implementation? Topics to be discussed include: 1. Committee or Officer responsible for data standards/data quality 2. Items in particular need of standards and cleanup and their impact on processing, reporting and decision making 3. Strategies for clean up and maintenance

Pidm Problems Solved Joseph Francis, The George Washington University
Vipul Patel, The George Washington University

We solved it all! From usability to accuracy, flexibility to historical records, real time notifications to executive reporting, pidms are no problem.
The George Washington University is implementing a newly built custom Multiple Pidm Merge Tool. Users and Data Analysts can extract, analyze, approve and merge duplicate pidms, triplicates and beyond. Each merge is unique and is handled differently than its fellows. Data owners maintain their power over data accuracy and have approval and veto power before a merge hits Production. Development is no longer in the picture! Merges are completely owned and operated through custom Banner forms. Merge events generate emails in both real time and digest format to which users subscribe by event type and urgency. All merged data is maintained in the database for later reference.
This presentation mainly covers functional usage and will briefly touch on the technical behind-the-scenes workings of our new tool.

Workflow -- What Is It? Carolyn Clark, SunGardHE

This session is a general introduction to Workflow. We will cover basic features such as opening Banner forms, sending emails, creating Workflow custom forms. We will also discuss who is involved in the Workflow implementation and what it takes to get started.

Workflow Examples using Banner Carolyn Clark, SunGardHE

This session will include simple workflows examples that can be used to jump start your Workflow implementation. Workflows include course cancellation notifications, Finance requisition approval notifications and time sheet returns.

Connecting Students, Faculty, Staff and Alumni throught the Unified Digital Campus Wendy Davis, SunGardHE

The right portal helps higher education institutions bring information, services, and communities together in a unified digital campus. It unifies academics, administration, and community life into a single network of people and services.
SunGard Higher Education portal solution is based on open standards to offer flexibility and freedom of choice. Existing systems and future technology choices can be integrated easily into the enterprise portal. Key features of the Luminis Platform include: out-of-the-box integration with the Banner administrative system, one-stop access to personalized information and services, and enterprise communication applications. The Luminis Platform is part of the Luminis Product Family.
If you haven't seen Luminis, this is a "can't miss" opportunity to see the solution in action!

A Survey of Best Practices in Banner Custom Development Brian Parish, IData

IData has worked with a number of clients to develop new custom programs or modify existing processes. Questions always arise about how to keep track of different versions of custom source and documentation in order to allow for easier upgrades and modifications in the future. For this presentation, we set out to survey a number of Banner clients to find out what has been successful (and what has not) in version control, documentation, testing strategies, and configuration management. During the session, we will present our findings and open the floor up for group discussion.

Easy Address Verification for Banner Joe Crane, QAS

How accurate is the address data entered into Banner at your school? Do you have confidence in the quality of data entered over the web or by your student workers?
Bad address data impacts every department on campus – in admissions it means missed opportunity to target prospective students and in development it means missed opportunities to solicit potential donors. As Banner decision-makers it is your responsibility to protect the data put into your application!
QAS is deployed at numerous Banner schools to verify address data on the front-end before it is committed to a school’s database. Attend this session to explore address verification options for the many points of address entry at your school.

Denormalized Views of the Fund/Orgn/Acct Hierarchies in PL/SQL packages Judy Wills, Virginia Tech
Jay Smith, Virginia Tech

We often need to build a denormalized (flattened) view of the Fund, Organization or Account Code hierarchies in order to determine which level we are dealing with. We developed a PL/SQL package to perform this task which allows us to not only see this view in programs that we write, but also via SQL tools such as SQL Navigator. Additionally, we wrote a package to "roll-up" various FOAPAL elements. This presentation will explain the packages and also show several examples how these procedures can be used.

Evisions IntelleCard - Higher Ed Payment Card Matt McLellan, Evisions, Inc.

IntelleCard is a paperless payment system that uses Evisions IntelleCheck and a Higher Ed Visa Debit Card to distribute payments electronically. IntelleCard may be used for ANY payments from Banner including financial aid, student refund, payroll, and reimbursements. Find out how you can throw away the hassle of checks and reduce administrative costs.

FUPLOAD Spreadsheet Processing Jerrell L. Taylor, North Carolina A&T State University

This topic involves the use of a Microsoft Excel spreadsheet that includes macros to create FUPLOAD “batch” files for Banner Finance. The Excel macros (Visual Basic for Applications) are designed to create a formatted text file for Banner FUPLOADs. This process may be useful for accounting environments that may have large volumes of journal entries and budget transfers. This session will cover an explanation of the spreadsheet template and how the template is used in the FUPLOAD process.

Grants Electronic Proposal Development Panel Elsa Everling, SunGard Higher Education

Please join your peers as they participate in a panel discussion regarding the Proposal Development and Electronic Submission enhancement targeted for release in Banner HR 8.1 in September 2008. Facilitated by SGHE, this panel consists of institutions who are participating on the enhancement Focus Group. They will share with you an update on the enhancement and what to expect regarding new functionality and integration with Grants.gov, as well as share with you their experience on the Focus Group.

Mass Upload of AR Transactions Richard John, Virginia Commonwealth University
Mark Lewis ,Virginia Commonwealth University

Digging into the baseline bank lockbox payment program, we found that we would need to tailor it for the peculiar (aka legacy) transaction format we were receiving from our bank. At the same time we were wondering how to process a mass upload of charge transactions into AR from feeder systems outside of Banner (housing, dining, etc) since that is not delivered in baseline. What we found was that with a few modifications to the lockbox program and by creating a standard format for the feeder systems, we could accomplish a mass upload of those charge transactions. Including the ability to have different detail codes in the temporary tables at the same time, and being able to use the delivered INB lockbox correction form to let our users fix the data as needed. And by utilizing the delivered API for TBRACCD to conform to SunGard's technical direction and avoid a few programming headaches. This presentation describes how we did it.

Performing Equipment Inventories with Banner Fixed Assets Becky Saylors, Virginia Tech

This session will present how Virginia Tech performs equipment inventories using Banner Fixed Assets. Topics of discussion will include: Virginia Tech implementation Barcodes and locations Managing the Inventory Process with custom forms/reports Scanning equipment Interfacing the scanner to Banner Reconciliation and reporting.

Overview of Electronic Billing Presentment and Payment System at GWU Sunil Patil, The George Washington University
Vani Satya Valluru, The George Washington University

The Electronic Bill/Schedule Presentment and Payment (EBPP) system enables The George Washington University to present a customized ebill to students and third-party payers. The system is developed in-house with the help of Banner 7.3 Student self service Enhancements, Evisions and custom billing programs. The look and feel of the eBill in PDF format is similar to existing paper bill sent to students by GWU. The EBPP system proactively notifies the student or third-party once a new bill is available via automated email. Once the student or third-party has reviewed the detailed bill, the EBPP system can facilitate the payment of the bill. Once a transaction is complete, the payer is simply guided to a pre-determined page on GW’s website. Students and third-party payers can pay on-line from a checking/savings account (ACH), as designated by GW The system can provide a real-time or near real-time upload to post the transaction data to the student account or general ledger account. In addition, GW administrators will have access to consolidated real-time web-based reports for customer support and financial reporting purposes.

Hot Topics in Research Administration Roundtable Linda Bucy, Virginia Tech

SUNGARDHE is presenting on the new proposal development module and the new effort reporting module. This is a discussion group or roundtable type format to open discussion on curent topics that our schools are dealing with in research administration areas. If you would like to send in topic areas ahead of time, please email to lbucy@vt.edu

Banner HR and Finance Product Update Laura Weathersby, SunGard Higher Education
Elsa Everling, SunGard Higher Education

Join the Banner HR and Finance Product Managers as we give you an update on the latest with your Banner HR and Finance products. Included in this presentation will be information about Banner 8.0 and 8.1 enhancements, including Travel and Expense Reporting and Grants Management functionality improvements.

Federal Compliance through Employee Self Service (or how to deliver paperless W2s and clean up your EEOC data) Shira Goodfellow, George Mason University

I'll talk about how we implemented W2 delivery on the web and also created an application in Employee Self Service to allow employees to view their EEOC bio/demo and veteran info and update it in preparation for the new EEOC regs (if they ever decide what to do and how to do it).

Grants Effort Certification Panel Laura Weathersby, SunGard Higher Education

Please join your peers as they participate in a panel discussion regarding the Effort Reporting and Labor Redistribution enhancement targeted for release in Banner HR 8.1 in September 2008. Facilitated by SGHE, this panel consists of institutions who are participating on the enhancement Focus Group. They will share with you an update on the enhancement and what to expect regarding new functionality, as well as share with you their experience on the Focus Group.

IRS Compliance Risks in Payments to Foreign Nationals: The Path Through the Regulatory Maze Richard Adams, Windstar Technologies, Inc.

Any institution allowing claims of tax-exempt status (tax treaty benefits) for either FICA or federal withholding when making any payment to a foreign national must perform the required IRS due diligence before providing these tax exempt payments. While it might seem inconsequential, mishandling your institution’s payments to foreign persons can result in substantial fines and penalties (in addition to large tax payments) should the IRS audit your institution. With the recent increased focus on immigration issues, now is the time to ensure that your organization meets IRS rules and regulations for withholding and reporting on payments to foreign nationals. As a result of participating in this session, attendees will understand the risks associated with noncompliance to IRS regulations governing payments to foreign nationals, and how to improve their processes and procedures to become more compliant.

Participants will learn:
1. The importance of complying with IRS rules and regulations for payments to foreign nationals.
2. What the IRS rules and regulations are for payments to nonresident aliens (NRAs).
3. The proper due diligence required by the IRS when making payments to foreign persons.
4. The key elements of payments – determination of tax status, interpretation of treaties, determination of tax exempt status, and completing required IRS forms and reports.
5. The key payment elements you must have in place in order to be IRS-compliant.

Introduction to Nonresident Alien Payments Leisa Shelor, Virginia Tech
Janet Kunz, Virginia Tech

• International visa types and employment eligibility requirements
• Payments to students and other non-employees
• Resources and regulations

Many colleges and universities have been the target of IRS audits that focus on payments to non-resident aliens. This workshop provides a brief background of immigration and IRS regulations as they relate to employment of foreign nationals. The session will include a review of international visa types and the employment eligibility requirements associated with each. Additionally we will discuss payments to students and other non-employees. The material will contain a list of resources that prove useful when researching the many regulations surrounding such payments.

Payroll Deductions Jane Stringer, Virginia Tech
Dan Boden & Eddie Shumate, Virginia Tech

We will discuss how to create and maintain payroll deductions from both the Gift Accounting and the Payroll perspectives. We'll cover what information needs to be gathered, how to set up the gift pledge, how the deduction is established in the Payroll department, and how the deduction is subsequently recorded as a pledge payment.

PeopleAdmin Human Resources Modules Kevin Wilson, PeopleAdmin, Inc.

Join us for an overview of the PeopleAdmin Human Resource Modules! PeopleAdmin is the leading provider of Human Resource solutions specifically designed for higher education institutions. More than 375 campuses use PeopleAdmin to reduce the staff time and cost associated with their Applicant Tracking, Position Description and Performance Management processes. Gain an understanding of system functionality, implementation, integration with Banner and pricing. Brandon Phipps, vice president, Sales & Business Development, PeopleAdmin

Simplifying Electronic Approvals Daynon A. Smith, Virginia Commonwealth University

With employees coming in and out the department and supervisors and managers changing so often it can be a huge undertaking trying to maintain the routing queues. We have created a generic routing queues that come directly to HR. We feel that the approvals can happen outside system and then when the departments keys it into the system, we approve and apply. It can make electronic approvals work for everybody.

State Taxes and Non-Resident Employees Laurie E. Jones, George Mason University

A look at how George Mason set up non-resident employees state tax rules.

Customizing your Luminis Portal & Taking Full Advantage of Banner Data Dana German, University of Mary Washington
Edward Gray, University of Mary Washington

In this session, we will review the process for developing and implementing custom Luminis roles based upon Banner data, the use of Banner event triggers, the deployment of Banner channels and the development of custom Banner channels in the Luminis portal. We'll also discuss ways to maximize the use of Luminis targeted announcements via Banner extracts and imported groups. And, finally, we will wrap up by bringing all of these topics together with actual examples and a demonstration of the current portal (Eaglelink) at UMW.

Luminis IV: Lessons Learned Brad Vacura, Montgomery College and SunGard Higher Education

In this presentation, we will discuss the lessons learned with Montgomery College's move from Luminis III.3.3 to Luminis IV and the inclusion of Student Email at Montgomery and how all of this came together.

To Luminis in less than 5 months. Grace Ruiz Little, Old Dominion University
Matthew Sullivan, Old Dominion University

Old Dominion University implemented the Luminis Platform in 5 months. The ODU Portal Team attended Summit, 2006 in April to learn about Luminis, including it's functionality and hardware requirements as well as to learn from the experience of others. When we discussed our plan to migrate from the Vignette Portal and to "Go Live" with Luminis on September, 18, 2006, we were told that we had an almost impossible goal, since we had yet to procure equipment, much less had any experience with the product. Yet we went Live early - on August 21st, 2006. Why did we decide to migrate from the Vignette to the Luminis portal? What planning occurred to allow us to "Go Live" even earlier than expected, and still provide the functionality in the previous portal? How did we manage to not only meet all our initial goals for Go_Live, but even include some offerings initially expected for Phase II? Are there differences when implementing a portal the second time around?

Electronic Transcripts BOF Jennifer Flagel, George Mason University

If your school is exchanging electronic transcripts or would like to, please join in this discussion. Topics include: Which schools are in production with or implementing electronic transcripts? Which vendors/tools are schools using or considering? What resources were allocated to implementation? What are the biggest challenges to implementation? How did/will it impact your business processes?

Making BANNER the comprehensive source for Athletic Eligibility Certification Jennifer Mengel, Virginia Tech
Clyde Cridlin, Virginia Tech

Virginia Tech will describe the coordinated effort between the Registrar's Office and the Technical Support Team to enhance Banner's handling of data relative to the Athletic Eligibility Certification and Reporting processes. Clyde Cridlin, Assistant Registrar responsible for this area, will describe challenges posed by athletic reporting. Jennifer Mengel, Application Developer for the Student Technical Team, will describe the decision made to put the data into tables which complement Banner. The associated processes and forms that have been developed in support of the Athletic Eligibility Certification and Reporting Processes will be presented.

On-line Grade Changes Mary Swartz, Old Dominion University
Robert Fricovsky, Old Dominion University

A long-standing desire expressed by faculty and finally mandated by our Faculty Senate resulted an an on-line grade change process released to faculty in Spring 2007. We will disucss the details of the request, development of the final product to accommodate University and Catalog policy and timing and making the announcement to the campus, and include a demonstration of how it works.

OnLine Graduation Applications Kristen Ball, University of Richmond
Andrea Kilpatrick, University of Richmond

This presentation will detail how the University of Richmond created an online process where undergraduate and graduate students who are near graduation can submit their degree graduation applications through Student Self-Service to begin the degree audit process. Both a functional overview from the University's Registrar's perspective and technically how this project was created and implemented will be covered.

Online Housing Lottery and Room Reservation at CNU Thomas MacKay, Christopher Newport University

The housing lottery process at CNU had for the first decade of student residence on campus been a manual, paper driven process. Time tickets were generated on a spreadsheet, and students lined up in the Student Center at their time slot to write on a paper list their room selection and room-mates. Then all of these room assignments had to be manually keyed into the Banner system. In order to improve services to the students, as well as reduce the effort on the Housing office, CNU decided to implement an online lottery and room reservation process. Having looked at and rejected the commercial solutions as being too complex, and unable to find anyone willing to give us their custom solutions, CNU decided to develop their own application to fulfill these needs. CNU's custom-developed ASP.NET Housing Lottery and Room Reservation system was utilized this spring for the first ever online lottery at CNU, with exceptional results. Students loved being able to log in from their rooms, or homes, or anywhere to sign in, search and select rooms, and get a real-time email confirmation of their reservation. The system worked flawlessly, without a single documented failure in its intended operations. We do have a list of enhancements which we will be incorporating into the system, most of which are needed to improve our ability to handle those exceptions to the defined process which are an inevitable part of something as complex and emotionally laden as housing. This session will go over the design of the system in relatively non-technical terms, and discuss the issues and associated with putting a housing lottery online.

Technology and Retention Laura Kelley, UNC Greensboro
Ellen Robbins, UNC Greensboro

With a greater emphasis on retention on most college campuses, UNC Greensboro reviewed ways to utilize technology to assist with retention initiatives and found major areas to focus attention on student success. These include gathering of data specific to student enrollment behavior and use of technology to provide improved students' access to their own information.

Transfer Articulation Maintenance BOF Kerry E. Beers, Old Dominion University

How are institutions dealing with the overwhelming task of maintaining SHATATR catalogs, etc.? For example, your College of Business just changed the Information Systems Department prefix from ISYS to IT, now you need to indentify all the previously established transfer equivalences with ISYS and change them in SHATATR, but how? Your state community college system added a new course and you need to get it loaded under all 30 institution codes. Are you entering it 30 times or did your technical wizards create a duplication program for you? Do you feel you are entering the same information over and over again on forms? You load transcript information on SOAPCOL, now you are ready to evaluate the transcript and have to load some of the same information on SHATRNS. Are you using SHATATC or just going straight to SHATATR when establishing a new course and the equivanlency? Do we share the same wish list for future BANNER upgrades? Have you identified methods for streamlining the transfer articulation process? Let's share our ideas and help each other achieve transfer articulation success. Perhaps MABUG can contribute valuable information that leads to future BANNER enhancements.

The Autohold Process: It's not just for Finance Lester Lugo, North Carolina A&T State University

After attending this session, individuals will see the versatility of the autohold process and that it can be used for other than finance purposes. Attendees will learn the process for creating and releasing holds, and the forms and processes required to run autoholds. The autohold process can be used to create holds for missing admissions and financial aid checklist documents, immunization holds for newly admitted students, advising holds for students with excess credits or with an undecided major and other holds that the presenter may not have thought of yet. Basic knowledge of population selections would be helpful, but not necessary.

Banner Financial Aid Weirdness Michael Barnes, University of North Carolina, Wilmington
Cynthia Grant, University of North Carolina, Wilmington

This presentation deals with a number of mind boggling issues within the Banner Financial Aid application. The presentation is designed to highlight major processing issues and ways to work around them. It will cover loans, Banner's lack of a cohesive summer session, the complications of RFIBUDG, common matching issues, and why we develop our own reporting. We are currently querying our staff to find other examples which will help those new to Banner financial aid (like us). We hope this presentation will lead to a birds of a feather in financial aid where we can share issues and solutions among the institutions.

Enrollment Management: the biggest development effort since the inception of Banner Wendy Davis, SungardHE

If you’ve heard the buzz about Enrollment Management and wondered what it was all about, this session will give you an overview of SunGard’s latest development effort.
The Banner Enrollment Management Suite helps your recruiting, retention, and development teams cultivate strong and lasting relationships. It extends and deepens the capabilities of Banner and empowers you with information you need to:
· Connect with people and organizations more effectively
· Deliver personalized experiences and interactions that foster lifetime relationships
· Monitor and adjust your efforts in real time to impact performance
· Conduct knowledge-based planning across all recruiting, retention, and alumni programs
The end result? You connect with people as individuals. Your recruiting, retention, and development teams build strong connections with prospects, students, parents, alumni and others. And your institution realizes measurable improvements in enrollment, retention, and advancement.

Disaster Recovery Planning and Testing: A Case Study Mark J. Hardman, Harford Community College

Come look over our shoulder as we review our database disaster recovery plans yet again. See the contingencies that we've tried to plan for, the tests we've created, and the problems we've encountered. And if you're going to look over our shoulder, we're going to ask you what you think and want to know how things are going where you live, so be prepared to share.

Home Grown Identity Management System - Driven by Banner Dana German, University of Mary Washington
Linda Thornton , University of Mary Washington

At the University of Mary Washington, we have implemented a custom Identity Management System with Banner as the driver for the creation and provisioning of UMW network, email, and other user accounts. During this session, we will provide an overview of the technical details of our process and how we utilize Banner data to drive role-based authentication, provisioning and deprovisioning. We will also review our method of establishing and maintaining UMW User IDs and our progress with single-sign-on.

Introduction to XML on Oracle 10g Arnold J. Smith III, Virginia Tech

This presentation is intended to introduce the basic concepts needed to generate or parse XML on an Oracle 10g database. A basic understanding of XML and XPath expressions are assumed. - The XMLTYPE - How to extract information from XML * EXTRACT function * EXTRACTVALUE function * XMLSEQUENCE function - How to generate XML * XMLELEMENT function * XMLFOREST function * XMLATTRIBUTE function * XMLAGG function * XMLCONCAT function * XMLCDATA function

PCI Compliance -The Gateway to Paradise Joe Egan, Nelnet Business Solutions

The Payment Card Industry Data Security Standard (PCI) is changing the way institutions do business. The regulations are getting tougher and fines are getting steeper. Learn why higher education is a prime target for hackers, the changes in PCI 1.1, and practices for managing compliance.

Running sqlplus reports through GJAPCTL Mark J. Hardman, Harford Community College

How can a small IT shop find an easier way keep up with the reporting needs of their users? Oracle's sqlplus tool allows you to create and format reports with relative ease compared to writing them in Pro-C and other languages. The problem has been getting these kind of reports to the users. Either the IT folk run the reports for users, or you allow end-users to get way to close to the database so they can run the reports themselves. We've created a way for sqlplus reports to run through Banner's job submission form (GJAPCTL). It uses Banner security settings and requires only a small number of managable modifications.

Use Oracle Advanced Queues to Keep Your Onecard System Real-time David Barth, University of Richmond

Oracle Advanced Queues will allow you to to keep data moving between Oracle databases in a very low maintenance system. At the University of Richmond we use Advanced Queues to post ecommerce and Banner updates to our CSGOLD Onecard system in very close to real-time. I plan to present in two parts, first describe Advanced Queues and the advantages they offer. Then how we take advantage of Advanced Queues to keep our Onecard system up to date. We have several updates running through the Advanced Queue for our Onecard system that take a lot of manual work off of the Onecard Office staff.

Banner doesn't do it that way - Customize? Cheryl Richards, University of Richmond

This presentation will describe the directory structure, naming convention, and documentation used for delivered programs that are customized by the programming staff. What else needs to be done before a user can run these programs through JOBSUB? Adding the job as an object, granting permission, assigning the process, and defining the parameters. Examples of a few HR programs that are customized. As time permits, open discussion on how other schools handle customizations.

Job Submission Enhancements Ida Davis, The George Washington University
Vipul Patel, The George Washington University

With changes to forms on our test server and the job submission shell we can select a software link directory, test, development, baseline or production, and any database for testing forms and batch jobs. For jobs run through the job submission form, job status of running, finished or error, can be viewed through a custom form. The custom form can also be used to request the display of output in a UNIX directory.

SQR Language Overview Ida Davis, The George Washington University

Oracle recently acquired Hyperion the provider of the SQR. SQR is a programming language that can report and manipulate data. The overview demonstrates how to select data, print reports, perform break processing, report master detail information, update records, insert data, plus more.

Easy Source code modification/Implementation Via Banner Applicaton With Developer Utility Form Vipul Patel, The George Washington University

We at The George Washington University, developed a Banner Form SZADUTL. This form is design for Developer to easily modify, test and migrate source code within Banner application. This utility moves FMB from Local PC to Forms server, compiles, and gives ability to test as well migrate from development to test libraries. Utility also compiles Banner "C" job or Oracle reports and gives ability to test job with different parameters and view outputs.

Oracle for Business Intelligence Robert Zeolla, Oracle

Confused by the new offerings from Oracle for Business Intelligence? Do you want to get more out of the data you've collected in your Banner systems? Oracle provides multiple options for gaining valuable insight into University operations and finances using features previously found only in specialized products. Because Oracle’s Business Intelligence products are completely integrated, everything works together to provide a seamless experience for both system administrators and end-users. This session will explain the differences in the BI offerings from Oracle. Topics will include ETL, database features, end user ad-hoc query tools and interactive dashboards. Demonstrations included!

Security Threats/Security Solutions Mike Haas, Oracle

Data breaches at Universities nationwide have made the headlines of major newspapers across the country and resulted in the loss of personal information of hundreds of thousands of students, parents, staff, and faculty members. The privacy and financial security of individuals are increasingly at risk due to the widespread collection of personal information. Oracle provides strong security for consolidated applications and databases where multiple, and highly privileged users may co-exist within the same database. Learn first hand how Oracle can protect against external, as well as, insider threats, by enforcing separation of duty, encryption, and ssn remediation so that the Institution might best protect the personal information of its constituents.

Supporting our Investment: Banner Finance Training Vickie Chapman, University of Mary Washington
Cheri Lumpkin, University of Mary Washington

The University of Mary Washington expects the Finance user community to become competent within the Finance module to include the state's purchasing system, eVA. To achieve this end, the Business and Finance Org Chart supports a new Training Unit that is responsible for the eVA to Banner feed, user training for eVA, and user training for Banner.
Our presentation will review how a unit of 1.5 employees provides the UMW Community: Training and Support Opportunities, Communication Needs, User Recognition, Off-Campus Community, Involvement, Departmental support, Website support, Integration with the Business and Finance Division. All of this is accomplished while still allowing for the creative means of getting the message across in a non-threatening and fun environment.
Our presentation will include a fun, interactive exercise and summaries of our training programs as opposed to presenting a training class. Full training materials will be shared upon request.

Client Service for Learning Professionals Susan Hersh, Rowan University

Learning professionals in higher education, including trainers and professional development specialists, are often challenged with requests for programs with little time, less money, and no additional resources. Discuss strategies for managing internal client expectations within these constraints including a twist on fundamental client service concepts. Explore tactics for addressing discrepancies between the client’s wants and needs in order to provide the most effective programming to your campus.

Implementing Self-Directed Technology Training: A Year in Review Susan Hersh, Rowan University

This session will provide a year in review of Rowan University’s self-directed technology development program. Lead Technical Trainer, Susan Hersh, discusses how the training team idenified a need to provide training opportunities outside of the traditional classroom setting and how they introduced self-directed learning concepts to the university. She will present the challenges, rewards, and lessens learned as the training team traversed this new terrain.

DRWeb: ad hoc reporting on the web Michael Ringenbach, Virginia Tech
Stephen Carpenter & Kim Smith, Virginia Tech

Direct Reporting on the Web (DRWeb) is an ad hoc selection tool that allows users to find constituents in the Banner database using up to 130 different criterion. The resulting population selection (popsel) can be stored for later use and manipulated using a popsel manager interface. Users may additionally create new popsels as part of the popsel manager. Another heavily-used feature is to pass a popsel from either the popsel manager or the ad hoc report directly to the standard Banner reporting system. This allows users to view details about members of the popsel in standard, pre-defined outputs. The presentation will cover design issues and decisions, change management issues, and lessons learned during our development of this web product.

Evisions ARGOS--Reporting Redefined! Matt McLellan, Evisions, Inc.

Having worked with fine educational institutions the world-over, Evisions has created the preeminent web-based ad hoc reporting solution—just for you. See the difference intense dedication and innovative development can deliver. Reporting Redefined. Argos can report from any database, Oracle, Access, SQL, etc. Specific to Banner, users have had great success using Argos to report from the ODS and EDW. Argos can tie directly into Banner security and allows drill security down to the field and record level.

The ODS in C~ontext Ron Allan, Georgetown University

Probably many Banner users have wondered why the Banner ODS does such a frustrating job of meeting their reporting needs. Sadly, there is a very good reason. It is not designed to meet the reporting needs of institutions of higher education. This is not because it is badly designed or poorly conceived, or even that your institution is too atypical. The problem is that it is designed to meet the reporting needs of private corporations. This presentation reviews some of the culture of data warehousing and business intelligence (academic analytics, as its called in higher education), explains the difference between the Kimball and Inmon approaches to information access and the position of the Banner ODS within it. It explains how by taking the Inmon approach, the Banner product does not optimally meet the needs of its client base. It concludes with a proposal for a design change to a Kimball oriented approach that promises to make user requirements much easier to meet.

Reporting and Analytics for All Wendy Davis, SungardHE

So, you think you know about reporting? This session will showcase the breadth of reporting options for different types of functional users. Did you know that a Self Service Query enhancement to the ODS was released this year? Come see how templates assist you in obtaining lists and creating populations that can be used in the ODS. Have you seen Cognos? SunGard Higher Education has partnered with Cognos, and this tool dramatically enhances the user experience and usability of the ODS and EDW. If you thought you knew it all about reporting or if you are a newbie to reporting, this is the session for you.

Business Process Analysis for Beginners Kerri Chapman, University of Richmond

Every day in our jobs, regardless of our primary responsibilities, we analyze business processes whether we know it or not! In this presentation, you'll see how a BPA novice was able to self-educate and perform a full business process analysis of a department. You'll learn some simple methodologies that employ requirements gathering skills, process modeling, and old-fashioned common sense that you can use to perform formal BPA at your institution.

MABUG Steering Committee Troy Boroughs, University of Richmond
Lee Anne Hoppe, Virginia Tech

Talk about the business of running the MABUG organization as well as reviewing this year's conference and getting prepared for the following year's conference. Also, will ask for volunteers to host the MABUG conference two years from now.

Managing Data Integrity Jennifer Flagel, George Mason University

Most institutions go to great lengths to establish data standards when implementing Banner, but how do schools maintain data quality after implementation? Topics to be discussed include: 1. Committee or Officer responsible for data standards/data quality 2. Items in particular need of standards and cleanup and their impact on processing, reporting and decision making 3. Strategies for clean up and maintenance