Accelerating Your Banner 9 Adoption Timeline

Transcription

1 Accelerating Your Banner 9 Adoption Timeline Jacob Chandler Solutions Consultant, Ellucian 2017 ELLUCIAN. 1

2 Agenda 1 Introduction 2 Recommended Path to Banner 9 3 Hardware and Sizing Requirements 4 Resources Available to You 5 Q&A 2017 ELLUCIAN. 2

3 Introduction 2017 ELLUCIAN. 3

4 Banner 9 is Here! 2017 ELLUCIAN. 4

5 What it means for me ü Outstanding user experience ü Strength at the core ü Extending campus environments ü Future-ready technology 2017 ELLUCIAN. 5

6 What s Available In Banner 9 Administrative Applications Banner General Banner Student Banner Human Resources Banner Finance Banner Financial Aid Banner Student Aid Banner Advancement Banner Accounts Receivable Registration Student Advising Profile Attendance Tracking Faculty Grade Entry Class Roster Self-Service Applications Student HR & Finance General My Requisitions Direct Deposit Employee Profile Position Description Effort Reporting Labor Redistribution Communication Management Personal Information My Finance Query 2017 ELLUCIAN. 6

7 Benefits of Banner 9 Improved user experience Modern, yet familiar, web user interface with standard controls Shorter learning curve for occasional users Enhanced usability and navigation for power users Ability to run in any modern browser Significant reduction in time & cost to maintain Banner Ellucian Solution Manager Simplifies the upgrade process Minimizes system interruptions and risk Reduces time and cost for installation and deployment Less user testing required Modifications replaced with configurations and extensions eliminates maintenance with upgrades, reduces testing required 2017 ELLUCIAN. 7

8 Learn more about Ellucian Ethos at ELLUCIAN. 8

9 2017 ELLUCIAN. 9

10 Recommended Path to Banner ELLUCIAN. 10

11 2017 ELLUCIAN. 11

12 Coexistence and Evolution BEIS SSO Manager Identity Provider (Ethos Identity, CAS, etc.) Application Navigator Banner 8 Banner 9 Self-Service INB Admin Administrative Applications Lightweight Self-Service Web Applications Banner Database DBEU 2017 ELLUCIAN. 12

13 Application Navigator Identity Provider (Ethos Identity, CAS, etc.) BEIS SSO Manager Banner 8 Self- Service INB Admin Application Navigator Administrative Transformed Page Modules Banner Database DBEU Banner 9 Lightweight Web Applications Single interface for users to navigate between Banner 8 INB and Banner 9 Multiple navigation mechanisms Common menu Search Recently opened list Shared globals and coordinated timeout support Ability to configure landing page look and feel 2017 ELLUCIAN. 13

14 Coexistence and Evolution Tying 8 and 9 together: 1. Banner 8 and Banner 9 running in parallel 2. Application Navigator is a requirement to deploy Banner 9 Administrative Applications. 3. Application Navigator requires single sign-on to be configured via Ethos Identity or a CAS Server. 4. The Banner 9 applications support single sign-on natively but Banner 8 INB does not. For Application Navigator to seamlessly move the user between Banner 9 Admin pages and Banner 8 INB single signon to Banner 8 must be in place. 5. Single sign-on to Banner 8 requires SSO Manager as a gateway into INB and SSB ELLUCIAN. 14

15 Banner 9: Where to Start Start in Banner 8 Ellucian Solution Manager* v1.0 released 2013 Increases IT efficiency Massively Reduces upgrade planning down time manual errors Single Sign On CAS support since 2007 Ethos Identity (SAML2)* SSO Manager Improved end user experience Simplify pswd management Mods & Custom Code FMB s Leverage unused functionality Plan for custom functionality needs in Banner 9* * Complimentary trainings available on Banner 9 Guide site ELLUCIAN. 15

16 Ellucian Solution Manager* Required for Banner 9 Administrative Pages Manages Banner Software Provisions Environments Ellucian Solution Manager* v1.0 released 2013 Increases IT efficiency Massively Reduces upgrade planning down time manual errors Low Maintenance Self Updates No Additional License Fee Available in the Download Center * Complimentary ESM training available on Banner 9 Guide site ELLUCIAN. 16

17 Poll Question 1: Have you successfully applied a Banner upgrade using ESM? a) No, we have not installed ESM. b) No, but we have ESM installed. c) Yes, we have applied a Banner upgrade using ESM ELLUCIAN. 17

18 Single Sign On Banner 9 Admin Requires Single Sign On Single Sign On CAS support since 2007 Ethos Identity (SAML2)* SSO Manager Improved end user experience Simplify pswd management Ethos Identity*: CAS, SAML2, Oauth, WS-Federation, + Cross Protocol SSO End User Password Reset Flexible Deployment Options Multiple User Stores Available in Download Center No Additional License Fees * Complimentary Ethos Identity training available on Banner 9 Guide site ELLUCIAN. 18

19 Poll Question 2: Do you currently use SSO? a) No, we don t have SSO into Banner 8 b) Yes, we use CAS into Banner 8 c) Yes, we use Ethos Identity! d) Yes, we use another SSO provider ELLUCIAN. 19

20 Modifications and Custom Code Considerations Leverage Custom Code Catalog Leverage new/unused Banner functionality Mods & Custom Code FMB s Leverage unused functionality Plan for custom functionality needs in Banner 9 Redesign custom functionality leveraging the Extensibility Tools* without modifying baseline Determine the best development approach based on the business need * Complimentary training for Banner Extensibility tools available on Banner 9 Guide site ELLUCIAN. 20

21 Poll Question 3: Tell us about your level of Banner modifications a) Vanilla is my favorite flavor (no modifications in INB or SSB) b) We have modifications in INB, but not SSB c) We have modifications in SSB, but not INB d) We have modifications in both INB and SSB 2017 ELLUCIAN. 21

22 Extensibility Options and Tools* Tool Status Admin Self-Service Admin Extensibility (Frames & Foundations) Available Page Builder Available Theme Editor Available Text Manager Coming in 2017 Configure Page Components (CPC) Available now, improvements in 2017 Supplemental Data Engine Available now, improvements in 2017 * Complimentary training on Extensibility tools available on Banner 9 Guide site ELLUCIAN. 22

23 Application Server Hardware ü Banner 9 is designed to scale horizontally using low cost commodity hardware 1 Virtual Machine 4 CPU s 2.67 GHZ, 16 GB Ram Supports 2 Web Servers Supports 800 Active users ü Webserver Choice: Tomcat or Weblogic ü Banner 9 Sizing and Configuration Guide * Video on Banner 9 Guide site that covers calculations. Also covered in Hardware Sizing Guide ELLUCIAN. 23

24 Banner 9 Upgrade Scenarios Scenario 1: No Customizations, No SSO to Banner 8 Scenario 2: No Customizations, With SSO to Banner 8 Scenario 3: Customizations, No SSO to Banner 8 Scenario 4: Customizations, With SSO to Banner 8 Recommendation Focus on Banner 9 Administrative Applications 2017 ELLUCIAN. 24

25 Steps involved in Banner 9 Upgrade Scenarios Upgrade Step Install Ellucian Solution Manager, configure Banner 8 environments Install Ethos Identity, SSO Manager, and enable single signon to Banner 8 Determine hardware requirements for the new Banner 9.x applications, provision and add them to ESM Upgrade Scenario S1 S2 S3 S4 opt opt Catalog and eliminate any un-needed Banner 8 Modifications Determine if any mods need to move into 9.x and plan their re-design (Custom apps or Banner Extensibility) Use ESM to apply any needed Banner upgrades, install and deploy Application Navigator and the Banner 9.x Administrative Application 2017 ELLUCIAN. 25

26 Banner 9 Upgrade Application Navigator Ellucian Solution Manager* Environment preconfigured Tried and True Add new VM s to ESM Get New Releases Install and Deploy App Nav Install and Deploy Admin Install and Deploy Apps Banner 9 Admin Pages Banner 9 Apps * Complimentary ESM training available on Banner 9 Guide site ELLUCIAN. 26

27 Poll Question 4: Let us know where you are with Banner 9 a) We haven t started b) We have prerequisites in place, but haven t started Banner 9 c) We have Banner 9 in development, but not in production d) We have at least 1 Banner 9 module in production e) We have deployed all of Banner 9 to production 2017 ELLUCIAN. 27

28 Resources Available to You 2017 ELLUCIAN. 28

29 Banner 9 Services Essentials Basic assistance for migration to Banner 9 Essentials Plus Implement Ethos Identity and Ellucian Solution Manager (ESM). Migrate to Banner 9 Admin Pages in a non-prod environment. Adoption Technical Workshop Assist in planning technical infrastructure Upgrade Services Move from an older version of Banner to required version for ESM to perform the upgrade of Banner 9 Custom Forms Modifications Transformation Transforms modified and net new forms to Banner ELLUCIAN. 29

30 Banner 9 Guide at Ellucian Live videos on Banner 9 Leader Toolkit Learning Shot Videos 2017 ELLUCIAN. 30

31 Complimentary Banner 9 Upgrade Courses Available Complimentary training available on Banner 9 Guide site ELLUCIAN. 31

32 Other Resources to Find More Information ecommunities Banner community White papers Webinars Documents Resources Download documentation from the Support Center Attend an Ellucian education class Contact your Account Executive or CSM Leverage the Banner 9 Guide ELLUCIAN. 32

33 Freedom of Choice Ellucian Cloud On-Premise Get Current Adopt Latest Reduce Modifications Hosted Get Current Adopt Latest Reduce Modifications Transition to hosted at any point SaaS Get Current Adopt Latest Eliminate Modifications Transition to SaaS when complete 2017 ELLUCIAN. 33

34 Q&A Jacob Chandler 2017 ELLUCIAN. 34