Moving from Banner 8 to Banner 9 - Duquesne University€¦ · Banner Admin Pages Page displays...

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Moving from Banner 8 to Banner 9

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Training Topics

I. What Has Changed, What Has Not Changed

II. The Home Screen

III. Navigating Banner/Banner Self Service

IV. Banner Admin Pages

V. Search/Filtering

VI. Banner 9 Buttons

VII. Banner 8 to Banner 9 Keyboard Shortcut Mapping

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Banner 9 Key Words

Application Navigator – formerly ‘INB’

Admin Pages or Pages – formerly ‘Banner Forms’

Panels – formerly ‘pull down menus’

Sections - formerly ‘Blocks’

Buttons – formerly ‘icons, toolbars’

Filters – most commonly referred to as ‘lookups’, query menu

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What has changed? The Banner system has been redesigned for improved user experience and a more modernized user interface with industry

standard web controls.

Improved user experience Modern, yet familiar, web interface with standard controls

Shorter learning curve for occasional users

Enhanced usability and navigation for power users

Ability to run on any modern browser, dependency on IE and JAVA eliminated

o one exception – Banner Document Imaging (future enhancement)

Banner ‘Forms’ are now referred to as ‘Pages’

Application Navigator provides a single location for accessing Admin pages including Admin Pages for transactional

Banner and Banner Self Service

Page Displays

Parts of Banner forms formerly referred to as ‘Blocks’ are now referred to as ‘Sections’

Some Function Keys (Keyboard Shortcuts)

Significant reduction in time and cost to maintain Banner Simplifies the upgrade process

Minimizes system interruptions and risk

Reduces time and cost for installation and deployment

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What has not changed?

Naming conventions SPAIDEN, PPAIDEN, etc

Types of Pages Inquiry, applications, query and maintenance pages

Data Elements/Work Expectations Data elements and the database remain the same but may appear in a different order

Adding or modifying data is the same activity. The change relates to how you access the information and how it is

displayed

‘Tabbed” folders within pages

Reporting

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The Home Screen

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Navigating Banner Pages and Banner Self Service

To navigate to a Banner Page, click the “Page Menu

Button”. A panel displays a link to Banner and

Banner Self Service. A click on the link in the panel

displays the familiar ‘hierarchal menu’ to the Banner

modules and subsequent pages. The Banner Self

Service link provides direct access to Self Service.

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PAGE ACCESS

Page Access is executed using any of the three navigation button conventions

The Page Menu Button A panel displays a menu and subsequent page links. Clicking the link within the panel will direct you to the

selected page.

The Search Button the Home Page Search Box

These options allow you to search for a page using the mnemonic name of the page (e.g. SPAIDEN), parts of the mnemonic name

(e.g. AIDEN) or the page name description (e.g. Person). As the information is entered in the Search Box the system displays the

matches. Use of the full page name provides quick, direct access. Searches using a part of the name could produce multiple

references to other pages within the application. The use of the wildcard sign (%) is no longer needed.

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Banner Admin Pages Page displays have changed. The traditional Banner 8 form displayed many parts of a Banner form including the menu bar,

the toolbar, the key block, etc. The page display in Banner 9has changed. The initial display when accessing a page in Banner 9

presents only the key section. The full data page is only visible after a search is initialized. Once the record is identified click

the GO Button to fully display the page.

Banner 8

Banner 9

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Parts of Banner Pages (%AIDEN)

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Page Navigation Admin pages that have multiple records associated within a page are identified by the Page Navigation Buttons located on the

bottom left of a page. The number of records associated with the page is displayed. Use the Page Navigation Buttons to

move to display the record. Page down and Page up is also an option in moving between records within a page. The side

scroll bar is no longer an option.

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Page Updates and Changes to Sections

Record maintenance within a page is executed using the action buttons of Insert Delete Copy and Filter. These items

appeared on the Record Pull down menu in Banner 8. The Action Buttons also appear within sections of forms.

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Start Over Button

The Start Over Button allows you to roll back to the Key information section of a page.

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Key Admin Pages/Menu The Tools Button provides access to the familiar pull down menus of Options, Record and Help in Banner 8.

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`More Admin Pages/Menus The Related Button allows you to link other pages that may be relevant to the page you are currently viewing.

Banner 8

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The SAVE button Banner 8

Banner 9

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Additional Key Buttons

The X Button – Clicking the X button in the upper left corner of a page will navigate back to the Home Screen. Button can also

be utilized to cancel a filter/query within a page.

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The HELP Button

Help information is available for all pages. Click the question mark on the page to display the dialogue for the specific process.

In the upper right hand corner of the dialogue is a button to print the on-line help information.

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Searching/Filtering The search and filter features of Banner has been modernized and expanded. Banner has enhanced filtering conventions with

the use of language parameters and provides additional options. Banner enhanced filtering can limit or maximize the query

results.

Click the ellipsis button to display the search

option list

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Filtering Options Select the field options and the parameter sets. To execute the query click the “Go” Button

Banner 8

Banner 9

Case Insensitive and Case

Sensitive Queries – By default,

searches are executed using the

Case Insensitive Query feature.

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Filtering Results Once the parameters are set and the filter is executed, the system will display all the matching results. To access the desired

record you can double click the ID number or click the SELECT Button in the lower left corner of the page. Note that the

system also displays the option to ‘Filter Again’.

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Filtering within a Page/Section

The Filter Button is displayed with the Action Buttons on Admin Pages. The Filter feature will display the fields of the active

page.

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Alternate Searching The capability to execute an alternate search for a Person ID still exists in Banner 9. Alternate search can be executed by pressing the TAB key when

in the ID box. A second entry field appears to the right. This search feature works the same as in Banner 8. You can type a full name, (last, first),

or you can type a portion using the ‘%’ as a wildcard then click TAB to execute. If there is a single match, the ID will auto fill. If there are multiple

matches, a pop-up window will display allowing you to view all matches or enter additional criteria.

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Message Notification Window

The message notification window functions similar to the ‘Hint Line’ in Banner 8. There are three types of messages displayed.

Each message is color coded.

Success A green message pop-ip box indicates a successful action/message Information A blue message pup-up box is displayed for informational message

Warning A yellow message pop-up box indicates a warning message

Error A red pop-up box indicates an error message

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Banner Home Screen Buttons Button Name Button Image Function

Admin Page Menu Button

Executes the Banner menu including Banner, My Banner

and Banner Self Service.

Form Search Button

Execute search for a Banner page using either descriptive

name or 7-letter form name.

Recently Opened Forms Button

Displays after you have accessed your first page for each login. This provides easy access to forms within a current

session.

Duquesne University Banner “Home” Button

Acts as a “Home” button within the Banner Application.

Sign Out Button

Executes Banner sign out

Home Page Search Box

Located in the center of the Home Screen, this block allows for page search using either a descriptive or 7-

letter form name

Keyboard Short Cuts

This displays Keyboard Shortcuts that can be used on any

Banner pages.

Help Button

Appears on specific pages within each module. Button

will appear grayed out if there is no content for the form.

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Banner Pages Buttons

Button Name Button Image

Function

X Button Takes you back to previously viewed page of the Duquesne University Home Screen

Go Button The button is used to execute a search from the Key Information Area within a Banner page. Similar to ‘Next Block’ you can navigate to other areas of the page.

Tools Menu Button The Tools menu items change depending on the page you are viewing or working.

Error Message Notification Similar to the ‘Auto Hint Line’ a notification window pops up when there is an error message. Tips and tricks will be displayed. Click the window pop-up to proceed.

Ellipsis Clicking the ellipsis button will display the search objects within a form.

Related Menu Button Relevant to the form you are viewing this menu allows you to link other forms within the working module.

Add Menu Button Used for BDM Management

Retrieve Menu Button Used for BDM Management

Section Navigation Buttons Allows you to proceed to a previous or former page, data block or record.

Start Over Button Allows you to roll back to the Key Information area.

Action Buttons

Action Buttons appear within a page where updates are permitted. If updates are not permitted on the page the icons will be grayed out.

Save Button The Save Button is used throughout the application when updates are made to pages. This button replace the

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Banner Function Keyboard Short Cuts

Action Banner 8 Banner 9

Insert/Create Record F6 F6

Last Page Not applicable CTRL+End

List of Values F9 F9

More Information ALT+H CTRL+SHIFT+U

Next Field or Item Tab Tab

Next Page Down Page Down Page Down

Next Section CTRL+Page Down ALT+Page Down

Open Menu Directly F5 CTRL+M

Open Related Menu Not applicable ALT+SHIFT+R

Open Tools Menu Not applicable ALT+SHIFT+T

Page Tab 1 Page Tab 2 and so on Not applicable CTRL+SHIFT+1 CTRL+SHIFT+2and so on

Previous Field or Item SHIFT Tab SHIFT Tab

Previous Page Up Page Up Page Up

Previous Section CTRL+Page Up ALT+Page Up

Print SHIFT+F8 CTRL+P

Refresh or Rollback SHIFT+F7 F5

Save F10 F10

Search or Open Filter Query F7 F7

Select on a Called Page CHIFT+F3 ALT+S

Toggle Multi/Single Records View Not applicable CTRL+G

Up/Previous record Up Arrow Up Arrow

Workflow

Release Workflow Icon or Menu ALT+Q

Submit Workflow Icon or Menu ALT+W

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Additional resources to facilitate the transition from Banner 8 to Banner 9 have been organized

on the Banner 9 website

http://www.duq.edu/about/campus/computing-and-technology/cts-projects/banner-9