Banner XtenderSolutions: Planning and Implementation

Transcription

1 Banner XtenderSolutions: Planning and Implementation Stephen J. Grim Sr. Business Analyst Cross Enterprise Development, SCT Rock Eagle October 22, 2003

2 Goals for Today! What does it take to get BXS up and running?! Planning! Resources! Processes! The product architecture! Q&A 2

3 Key Elements of Planning! Resource Identification! Process Assessment! Information Assessment! Infrastructure Assessment 3

4 Proper Resource Involvement! Project Sponsor! Project Manager! Departmental Leads! Technical Leads! Users! Technical Staff 4

5 The Ideal Model for Success Decision Maker and Advocate Project Sponsor Manage Day-to-Day Progress Project Manager Process Decision Influencers End Users Key Business Area Staff Product Decision Influencer Life Support for System(s) Technical Support Staff 5

6 Technical Resource Involvement! Database Expertise:» Installation! Banner Support:» Oracle Forms» Product Knowledge! Desktop Administration:» Interact with Users! Networking / Storage Administration:» Performance» Volume 6

7 Functional Resource Involvement! Process Expertise:! Banner Skills:»What to type, and where to type it.! Paper Management:» Where does the paperwork currently go?! Understanding of Informational Flow:» Who needs information» What do they need» When do they need it? 7

8 Why Do a Process Assessment?! Who, What, When?! Identify inefficiency in daily activity! Ensure that the proper type of information is being captured! Determine if the infrastructure will support the volume of data associated with the EDMS.! Plan for hardware/software purchases 8

9 Typical Process Assessments! Admissions:» Capture of student admissions applications and supporting paperwork! Financial Aid Applications:» Capture of application and supporting paperwork! Hiring; Employee Management:! Advancement:» Job Applications, Employee Benefit information; Personnel files» Solicitation information; Correspondence 9

10 Example: Information Assessment In 1999 SCT began the process of implementing an Imaging System within its Human Resources Department. We began by asking:! Which Documents do we Want?! How much History do we Need?! What Hardware do we Need?! How Many Pages = How Much Data? 10

11 Sample Needs Analysis Department Yearly Volume Peak % Approximate Daily Load Human Resources 180,000 90% over 3 mths 2,250 Student 200,000 90% over 3 mths 2,500 11

12 Sample Needs Analysis, cont. Department Human Resources Student Documents per Year 180, ,000 Space Required * 12.6 GB 14 GB Total Space per Year 27 GB * Assumes average Group IV TIFF file size of 70kb 12

13 Technical Planning! Workstations:» Which O/S?» Machine specs! Scanners:» Production vs. Workgroup» Budget! Servers:» Storage» Web 13

14 Systems Overview Documents Scanner BXS Client Banner SATURN GENERAL FAISMGR ALUMNI FIMSMGR PAYROLL OTGMGR BANIMGR Image Storage Mass Storage Device 14

15 XS Web Architecture Solaris, W2K, etc. INB WX Forms Browser IIS Server WX Image Storage Banner SATURN GENERAL FAISMGR ALUMNI FIMSMGR PAYROLL OTGMGR BANIMGR 15

16 System Requirements - AX! AX Database Platform! Oracle 8.0.6, 8i, 9i (9.0.01)! MS SQLServer 7.0, 2000! ApplicationXtender Workstation! Windows 98,ME, NT, 2000, XP! Minimum 128 MB RAM for Scan stations*, 64MB for retrieval 16 * Scanning station specs may vary according to Scanner requirements.

17 System Requirements - WX Server! Windows NT (SP6a), 2000(SP2), 2000 Advanced(SP2)! MDAC 2.5 (minimum)! 256 MB RAM! 750 MHz processor! IIS 4.0 or IIS 5.0 (W2K)! Video card with more than 256 colors 17

18 System Requirements - WX Client! Interactive Client:! Windows platform (98, ME,NT 2000,XP)! Internet Explorer [6.x is recommended] including ActiveX support OR! Netscape Navigator 4.7 or 6.1 * *Interactive Client Viewer Plug-In required! Thin Client:! Any platform supporting IE or Netscape! IE or Netscape with JavaScript and CSS enabled 18

19 Scanner Support! XtenderSolutions supports the following drivers:! TWAIN -- commonly distributed for free! ISIS -- faster processing; better acquisition! Kofax -- an industry leader; partner with Fujitsu for VRS;! Contex -- wide format; CAD, reprographics! VIDAR -- wide format scanners; medical imaging 19! BUIC -- Checks; MICR encoded document scanning

20 Installation Highlights! Two Phases of Installation:! Banner Install:» Creates 2 new schemas» DB objects include tables, packages, triggers! Legato* Install includes some desktop setup and preliminary configuration * Use SCT distribution of Legato software for integration components. 20

21 Installation, cont.! Web Server Configuration:! WX Installation on IIS server» Configuration to access database» Configuration to access storage volume» Adjust settings from within WX Control panel to accommodate anticipated volume and server-side caching of image 21

22 Integration Points! SCREEN INTEGRATION:! The seamless transition between SCT Banner and XtenderSolutions.! DATA INTEGRATION! A common source of data for indexing and retrieval.! EVENT INTEGRATION:! A response in one system to a data event (update,insert,delete) in the other. 22

23 Seamless Integration 23

24 24 BXS Screen Integration

25 TOOLS MENU! New in BXS 5.3 / 6.0! Access to Legato Products via a Banner Menu! Requires GENERAL 5.6 /

26 BXS Data Push! New in BXS 5.3 / 6.0! Additional BXS Icon or Add New Document option on TOOLS menu! Used to send parameters from SCT Banner to XS and initiate a Scan or File Import 26

27 Context Rules! Form: EXABCXT! Table: EXRBCXT! Configure Rules at:! Form Level! Block Level! Item Level! Search Criteria! Map Banner fields to XS index fields 27

28 Data Integration! Documents may be indexed to current Banner data! SCT Banner information available via XS lookup functionality! Common LOVs: (RTVTRST, STVTERM, etc.)! Changes to Banner data (eg. Name, ID) are available in Real Time! Some Banner data may be updated or created 28

29 Event Integration! DB Triggers: Updates, Inserts, Deletes! Indexing: Lookup of current Banner Data! Student Admissions Checklist: Update Checklist in response to receipt,deletion,modification of document Create new Checklist Requests 29! Financial Aid Tracking Requirements: Update Tracking Reqs. in response to receipt, deletion, modification of document Create new Tracking Requirements

30 SCT Banner Requirements Linking! Forms: ERALINK ESALINK! Tables: EXRBLINK EXRSLINK! Define Linking Rules for Financial Aid Tracking Req. and Student Checklist Requests! Map XS Doc Type to Banner Req. value 30

31 Requirements Linking: Global Controls 31

32 Security! ORACLE ROLE: BXS_AE_USER! Password protected, non-default role required for all BXS users! Site-specific password is branded into a system.dll that controls entry to XS interface! Oracle / SCT Banner Account utilized by the XS system! Embedded support for SCT Banner Finance Fund/Organization Security! Users may be Organized into Groups within XS 32

33 Document Level Security! Native to Legato product! Narrows the scope of available documents by applying an additional criteria to all queries.! Applied to Groups to control access to information at a fine level.! May be configured for any application 33

34 34 Document Level Security

35 SUMMARY! Plan First to Implement Successfully! Low ongoing effort to support! BXS has the only native SCT Banner integration of its kind on the market.! SCT Banner XtenderSolutions (BXS) provides secure online access to any kind of electronic image, document, or network file from within or outside of SCT Banner. 35

36 QUESTIONS & ANSWERS 36

37 Thank You! Stephen J. Grim 37