· Web viewPartner Solutions . 320 (CC) T1130. 313 A (CC) T200 . This is a technical update on 10g RDBMS New Features. With a focus on Administrative Features that will be of use

10g New Features (R) [374]Partner Solutions320 (CC) T1130313 A (CC) T200

This is a technical update on 10g RDBMS New Features. With a focus on Administrative Features that will be of use to the Banner DBA.

Erica Daniel, Technical Team Leader, Oracle

5.1/3.1 Enhancement - Admissions [610]SCT PowerCAMPUS Admissions307 A (CC) M130

Learn the latest about EPS Codes, Applicant Interest Level, Duplicate Checking, Inquiry and Applicant Stage Tracking, and how these features can enhance your recruitment! Admissions Roundtable Discussion

Jennifer Taylor, Consultant, SunGard SCT

7.0 Reporting Services [624]SCT PowerCAMPUS General307 A (CC) T730

Explanation of how reporting services will be used in the PowerCAMPUS 7.0 release to transform the user experience with reporting.

Daniel Mongeluzi, Development Manager, SunGard SCT; Steven Wlodarczyk, Senior Software Engineer, SunGard SCT

A Beginner's Introduction to SQL [137]SCT Banner TechnicalCoral Lounge II (H) T730

SQL is often the quickest and most flexible way to retrieve information from the Oracle tables underlying Banner. It also forms the basis for most reporting software, which often allows the user to edit the SQL that the software generates. This session will help a user with no previous experience using SQL understand the way that SQL works and learn how to create and edit simple SQL scripts. Beginning with a basic "SELECT FROM WHERE EQUALS" script, this session will then discuss other comparison operators such as IN, NOT IN, LIKE and NOT LIKE. The use of EXISTS and NOT EXISTS will also be shown.

Bob Marr, Senior Data Analyst, Michigan Tech Fund

A Culture of Accountability [464]All Solutions Common Interest Topics306 B (CC) M1100

How is your institution responding to increased demands for accountability? Can you prove your institutional effectiveness? Are faculty documenting student learning outcomes? Is assessment a critical activity on your campus? In this session, the external pressures affecting academic assessment processes on your campuses will be examined, and a model for aligning assessment efforts will be proposed.

Peggi Munkittrick, Product Manager, SunGard SCT

A Leader's Learning Agenda [379]All Solutions Common Interest Topics320 (CC) M730

There are certain roles, skills, and abilities required for campus leaders to be successful. These characteristics will be reviewed with the audience. Participants will be asked to (individually) assess their performance in these crucial areas. A key element of this session is the identification of pitfalls that must be avoided as one moves up in an organization. The session is targeted to mid- and higher-level managers and directors who wish to have a positive impact within their campus and beyond. The content will describe a "learning agenda" for campus representatives who are in, or aspire to, positions of greater responsibility and influence.

Larry Goldstein, President, Campus Strategies

A Leap to Banner in 18 Months [301]SCT Banner LEAPCoral Lounge I (H) W900

Northwest Missouri State University leaped to Banner in 18 months without conversion kits and with very little conversion consulting help. In most ways we found that the SCT Banner project was like working with a totally different vendor than the one we knew as our SCT Plus vendor. Of course the Oracle database software was a new and very different environment. Since Northwest had a mandate not to modify any purchased code there were expectations that that many business practices would have to be modified to fit Banner. This hasn’t been the case and efforts were completed to build peripheral modules to continue old business practices. In most cased they were justified to keep student and alumni friendly processes.

Jon Rickman, VP of Information Systems, Northwest Missouri State University; Girija Chavala, CIS Manager, Northwest Missouri State University; John Clayton, Co-Project Manager, Northwest Missouri State University

A Look Inside eLearning Integration [522]SCT Plus StudentIolani Suites V, VI & VII (H) M730

Learn about the Plus LDI events, consolidated extract process, and on demand synchronization process and how they are used to update e-Learning systems. A technical overview will be given on the Learning Message Gateway and Luminis Message Broker.

Paula Owlett, Development Manager, SunGard SCT; Kirk Bunte, Consultant, SunGard SCT

A Real-time Data Exchange Solution [669]Partner Solutions309 (CC) T730

Last year, a solution for real-time data exchange between the WebCT Vista™ academic enterprise system and SunGard SCT student information systems was announced. The solution dramatically eases customers’ administrative burdens, fosters scalability, and gives students seamless access to their important campus systems. SunGard SCT achieves the integration with its Luminis Data

Integration Solution for e-Learning. In this session, attendees will hear about the benefits of the SunGard SCT and WebCT Vista integration. We will discuss how real-life institutions, including Marshall University, are reaping the efficiencies and effectiveness that real-time data exchange can deliver, including automatic class roster assembly and grades transfer

Jose Cabrera, Senior Director Strategic Alliances, WebCT; Allen Taylor, Director IT Research Planning & Standards, Marshall University

A Student's History At-a-Glance [478]SCT Matrix Common Interest Topics326 B (CC) T730

As it implemented its Matrix SSS 2.4.3 module this last year, the University of Chicago needed to accommodate its policies of tracking and administering a large and diverse population of doctoral students. Because of the unique nature of these policies, a customized solution was designed to be integrated with the Matrix SSS product. This solution allows all University students, not just doctoral students, to be tracked on a term by term basis, from the point of application through graduation, with detailed coding on their statuses each term. As the first client to go-live with Matrix SSS, the University of Chicago's customization of its "Term Record" provides an example to other clients of how the product can be enhanced.

Andrew Hannah, Sr. Assoc. Univ. Registrar, University of Chicago

A Top Down Approach to e-Procurement [670]Partner Solutions318 A (CC) M730

This session will identify ways for finance and procurement professionals to have a profound influence on the way procurement is done on campus, resulting in large savings as well as advancing customer service for faculty, staff and researchers. It will speak to the difficulties of influencing change, particularly automation, on a campus environment and the ways that technology could be used as a “carrot” and not a “stick”. It will also show how senior executives can play a meaningful role in making the automation initiative successful, and how senior managers can use that support to effect positive change. Finally, it will speak to how automation can be used to further strategic goals, including better spend management, reporting, analysis and information sharing.

Dorrian Porter, Vice President-Higher Education, SciQuest; Tim Gibney, Asst Vice President Procurement Services, University of Notre Dame

ABC's of PowerFAIDS Report Writer [611]SCT PowerCAMPUS Financial Aid/PowerFAIDS307 A (CC) U330

This training session would instruct the user in creating standard and custom reports in order to keep a pulse on the students needs/awards while staying within the awarding guidelines of the institutional policies. Audience: Neophyte to casual report writer user. Version: PowerFAIDS 10.1 Experience: Have used PowerFAIDS since its inception in 1997.

Tamara Christopher, Product Consultant, SunGard SCT

Academic Standing Award Wizard [575]SCT PowerCAMPUS Academic Records303 A (CC) M130

This session is designed to assist the new user in obtaining a better understanding of the functionality of the Academic Standing Tree wizard. The initial setup and then subsequent management of the Academic Standing Tree can for the new user appear to be a daunting task that may be left to the IT department. Academic Records Roundtable

Kenneth Foshee, Senior PowerCAMPUS Consultant, SunGard SCT

Accessing Admissions Data in Plus [533]SCT Plus StudentCoral Lounge V (H) M930

This session will show attendees how to access and gather Admissions data from SIS Plus using a common database program, Microsoft Access 2003. The SIS data is reached by using the Connx 8 software. Attendees will see how to link tables from SIS into Access, how to utilize Make Table and Select queries to gather large amounts of Admissions applicant data for reporting purposes, how to import and export data into and out of Access for mass mailing and emailing purposes and how to create and modify user requested reports.

Darin Junck, Director of Technology & Systems Analyst, College of Charleston

Account Creation Management [597]SCT PowerCAMPUS Technical303 A (CC) T730

Account creation across the platforms. How we (mis)manage Win2003 (Active Directory), IQ.Web, and PowerCAMPUS account creation.

Michael Extine, Account Creation Management, Saint Martin's College

Action Rules to Automate Your Shop [632]SCT PowerCAMPUS Admissions307 A (CC) T1130

SCT PowerCAMPUS: Actions Rules to Automate you office and their contact with its constituents. After you have set up your scheduled actions what is the next step to automatically add those scheduled actions to specific people or organizations.

Kathy Thomas, Director of Financial Aid and Admissions Records, Saint Paul School of Theology

Adapt Banner to OpenEAI Messaging (HOT) [209]SCT Banner SCT Luminis Data Integration Suite319 B (CC) W900 & W1030

This session we will discuss SunGard SCT's deployment and orchestration framework to make Banner message-aware, for an OpenEAI enterprise. LDI for e-Procurement is built on the OpenEAI protocol and foundation software. The session will include an interactive workshop on adding a new message to banner, AppGen EO customizations for the new message, adding the new message sets to LDI services and/or LDI configurations and synchronizing with a sample enterprise.

This session is a continuation of 'e-Procurement Integration - Technical Overview. This session will be given in two back-to-back segments, with a 30 minute break in between.Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Ajay Yeluri, Principal Software Engineer, SunGard SCT

Adapt Behavior for Team Performance [358]All Solutions Training/Professional DevelopmentHonolulu III (H) T200

This workshop will explore how the major goals, fears, decision styles, strengths and limitations of four different behavioral styles of members in a group relate to team performance. Actual experiences, behavioral styles and team dynamics of an implementation team working with a SCT SunGard product will add true life application to how one can effectively adapt behavior to improve and accelerate a team’s performance.

Kim Momballou, Registrar, Gloucester County College; Gwen Burbank, Practice Director, SunGard SCT

Add Housing to Student Self Service [502]SCT Plus StudentHonolulu II (H) W900

College of Charleston recently purchased and implemented SCT's Housing module for SIS Plus. The Housing Office immediately recognized a need for web access by students to several Housing features. We made local modifications to Student Self-Service to add submission of the Housing Application and display of the students' housing assignments.

Sylvia Burwell, Programmer/Analyst III, College of Charleston; Richard Moss, Programmer/Analyst III, College of Charleston; Tavia Sessoms, Director of Housing Assignments, College of Charleston

Add PL/SQL + SQLLDR script 2 jobsub [018]SCT Banner General316 A (CC) W1030

How CSUMB has added PL/SQL scripts to job submission. These jobs use Banner Security. These jobs can be printed on any Banner printer. These jobs can obtain run time parameters. How CSUMB has added SQLLDR scripts to job submission.

Steven Rubin, Banner Guru, CSU Monterey Bay

Adhoc Reporting Using Access (HOT) [270]SCT Banner Financial Aid319 A (CC) T200

The purpose of this session is to show you how you, as an office, can be as self-sufficient as possible and not rely on other departments when you need information. For example, Access allows Financial Aid to track students through the process without looking at all the student’s paper documents that have

applied. Another example would be to verify information like who has graduated in a particular major. Access allows you to get the information you need to make an informed decision based on facts.Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Eric Priest, Asst Director of Information Systems-F/A Office, The University of Montana

Admission Weekly Recruiting Rosters [546]SCT Plus Student317 B (CC) T1130

Share one institution's version of reporting from a manual process to an automated process which includes: 1. Printed and web/html recruiting rosters, database, and email distribution for each admission counselor, sport, and academic department. 2. Weekly report of statistics by recruiting term, admission application, and type.

Hilary Seif, Admission Technology Coordinator, Otterbein College; Debbie Crouse, Administrative Computing Specialist, Otterbein College

Advance Registration by Bidding [475]SCT Matrix Advanced Registration Mgmt302 B (CC) T900

The University of Chicago has used the Advance Registration Management and its predecessor, Course Bidding System tools for enrolling its Undergraduate students for the last four years. This session will explain how this tool was chosen for the University of Chicago including the then uncommon plan to use the interest expressed by students in the courses they wished to take to manage and arrange the course offerings. Included will be examples of the reports and logs prepared by the system for consideration by senior University administrators, screen shots of the tools as implemented at Chicago, and a list of enhancements we are working on as the new version of the tool, ARM 2.4.3 is brought on-line.

Andrew Hannah, Sr. Assoc. Univ. Registrar, University of Chicago

Advance Use of Scheduled Actions [574]SCT PowerCAMPUS General307 A (CC) T900

This session will examine how the Registrar's Office can make use of Scheduled Actions to enhance communication with not only students, but also faculty. To identify target populations, the Registrar's Office needs to use Vista Views rather than just system defined Mailing Lists. In addition, the Registrar's Office should incorporate the use of MailMerge to Email as an efficient means of targeting communication with students and, especially, faculty. This will be an advance discussion to demonstrate concepts and techniques. Attendees should have a basic understanding of Action ID setups and MailMerge setup within Microsoft Word.

Kenneth Foshee, Senior PowerCAMPUS Consultant, SunGard SCT

Advanced Oracle SQL Reporting [216]SCT Banner TechnicalCoral Lounge IV (H) T900

Expand your reporting capabilities when using native Oracle SQL syntax and functions. Attendees will learn to use SQL's built-in total and sub-total functions, as well as how to display nearly any set of rows as columns. In addition, a closer look will be given to aggregate and analytic functions to explore sub-group computations and the ability to access more than one row of a table at the same time. For entry/intermediate users of Oracle SQL.

Daniel Branch, Programmer/Analyst, Hawaii Pacific University

Advanced Templating in Luminis CMS [398]Luminis SCT Luminis Content Mgmt Suite307 B (CC) W1030

Discuss advanced topics in web page templating using the Luminis Content Management Suite. Web developers and IT staff will see how complex, interactive sites can be developed using Luminis Content Management. Two template applications will be demonstrated: accessing relational databases in realtime from web sites and managing news articles campus-wide. Relevant technologies in HTML, PHP, and JSP will be discussed.

Travis Jensen, Architect and Development Manager-Luminis Content Management Suite, SunGard SCT

Advancement Best Practices [257]SCT Banner Advancement317 A (CC) W1200

Advancement users share best practices and lessons learned.

Kevin Davidson, Technologist, Rose-Hulman Institute of Technology

Advancement Business Content in ODS [305]SCT Banner Advancement326 A (CC) W1200

Discuss the business content of Advancement and it's representation in the Operational Data Store (ODS) and Enterprise Data Warehouse (EDW). Look at how information is represented in ODS and EDW and how it got there from Banner. A look at sample types of reports that can be generated from ODS & EDW based on the business content. Look at how the ODS & EDW can be enhanced to support additional operational reporting needs. (Information Access Maturity Level: 3)

Pam Rollins, Product Manager-Banner Advancement, SunGard SCT

Advancement Extract & Load Process [132]SCT Banner Advancement318 B (CC) M730

This session will review the utilization of the Advancement extract and load processes. The process steps and review forms will be included in the session.

Carla Norris, Advisory Consultant, SunGard SCT; Scott Geiser, Senior Advisory Software Engineer, SunGard SCT

Advancement New Clients & First-time Attendees [185]SCT Banner Advancement320 (CC) U1000

Banner Advancement new clients or if you are attending Summit for the first time join SunGard SCT Advancement team and your peers to learn more about services and resources available to you as a SunGard SCT client. Learn the variety of opportunities provided during Summit as we share ideas and tips on how to traverse your first Summit conference.


Advancement Self-Service at WSU [082]SCT Banner Advancement328 (CC) M730

This session will include a live demonstration and technical step by step instructions on how to develop an Advancement Self-Service environment. This “One Stop” information environment will not only focus on SCT’s search tools, but also provide examples of additional resources that can be embedded into this site such as: user guides, development website links, forms, archived reports and custom built search queries. With all resources centrally available, easily accessible and in a simple user format, this “One Stop” Self-Service Environment is a beneficial tool for all Development users. The intended audiences for this session are SCT Banner Advancement users and Luminus 6.0 developers.

Bissy Boby, Systems Integrator, Wayne State University; Christine Andrews, Director of Information Services, Wayne State University

Advancement Tips and Tricks [269]SCT Banner AdvancementTapa III (H) T200

This session will feature a panel of SunGard SCT consultants sharing their tips and tricks to help you get the most out of you Banner Advancement system. This session is designed for all Advancement attendees. Every participant is sure to leave with at least one good tip that can be instituted at their institution.

Andy Kearney, Product Lead Consultant, SunGard SCT

Advancement Workflow Differences (BOF) [697]SCT Banner AdvancementIolani Suites V, VI & VII (H) T1130

When you think of workflow you immediately think about systematic, diagrammable, easy to configure behaviors that work like a machine in lock-step. But, fund raisers and fund raising do not operate in that kind of environment. So, to anticipate workflow as a viable application, Advancement has to identify work functions that require a different approach. This BOF will suggest some ideas about what the differences are and seek your ideas about what the differences are and how you are using workflow. This session will be mutually beneficial to colleagues and Banner developers.

Jonathan Lindsey, AVP-Donor & Information Services, Baylor University

Advancement's VSE Report [026]SCT Banner Advancement304 B (CC) M730

The Voluntary Support of Education (VSE) report is the standard for benchmarking advancement results. The report is prepared so that the institution may establish a fundraising history and use the compiled fundraising data to compare itself to its peer institutions. This session will give the attendee an understanding of the structure of the VSE report and will cover the Banner setup needed to produce an accurate report.

Gay Donohoo, Director of Development Information Services, Texas Christian University

Advising Early Warning System [017]SCT Banner Student316 B (CC) T730

As a first step toward reengineering the student advising process at Rensselaer Polytechnic Institute, we set out to establish an early warning system to make it easy for faculty and staff to identify students at potential risk, in order to provide additional learning assistance or other assistance, and notify resources that can help. This presentation is aimed at both the functional staff responsible for the Faculty Self Service product as well as the technical staff which supports it. This session will cover the functional requirements considered in building the system, a live demonstration and a technical description of how the system was implemented.

Mark Sullivan, Associate Director, Rensselaer Polytechnic Institute; Jason Glose, Applications Analyst/Programmer, Rensselaer Polytechnic Institute

Algorithmic Packaging Requirements (BOF) [642]SCT Banner Financial AidTapa III (H) T1130

This session will review the requirements for Algorithmic Packaging within the SCT Banner Financial Aid solution.

Rhonda Allen, Product Manager, SunGard SCT

Aloha Fitness Class (R) ♥ [675]All Solutions Common Interest TopicsHilton Beachfront U800Hilton Beachfront M600Hilton Beachfront T600

Talk about fun! This is dynamic, motivational movement class that includes a combination of aerobic exercise, resistance training, balance exercise, agility drills, and lots of chants. Regardless of your fitness level, emphasis is placed on exercising safely, having fun, and completing the challenge. This class will also teach you how to effectively exercise in the great outdoors without equipment. We finish with gentle stretching exercises to incorporate the complete mind/body experience. Do not miss this one-of-a-kind workout and you will be energized all day!

Todd Durkin, Fitness Expert, Todd Durkin Enterprises

An Enlightening Experience [327]SCT Banner Technical303 B (CC) W900

SCT Banner enlighten by CAST is an application warehouse created by SCT using the CAST Application Mining Suite. The warehouse contains an automated analysis of baseline Banner including database objects such as tables, views, functions, and packages, and application objects such as forms, C and COBOL programs, and HTML files. The tool provides a technical view of the Banner infrastructure. We will demonstrate the use of Enlighten and discuss how we have used it to analyze the Advancement system as part of our conversion and to gain a better understanding of all the Banner systems

Mark Noll, Senior Systems Analyst, Pacific Lutheran University; Chris Sanders, Director of Computing, Pacific Lutheran University

An Overview of PowerCAMPUS 6.0 Beta [634]SCT PowerCAMPUS Finance/Great Plains307 A (CC) T200

This presentation will include an overview of PowerCAMPUS 6.0 Beta and it's functionality in both the traditional and nontraditional college environment. a question and answer session will follow.

Carol Carrere, Project Chair, Mount Olive College; William Canuette Jr., Project Vice Chairman, Mount Olive College; Gary Cox, Data Base Administrator, Mount Olive College; David Bourgeois, Registrar, Mount Olive College; Heather Turlington, Manager of Information Processing, Mount Olive College; Diane Graham, Manager Student Accounts, Mount Olive College

Application of Payments Explained [156]SCT Banner Accounts ReceivableKalakaua Ballroom C (CC) W1030

The purpose of the session is to explain and educate users about the accounts receivable application of payments process and the possible consequences of certain decisions. This process has a profound affect on the balancing of A/R and billing. It continues to confuse clients and cause issues for them. The session should help users to better understand what's happening behind the scenes in Banner A/R. I will also cover the unapplication of payments process and the affect of how detail code set up affects both of these processes. This session is for new and existing functional users.

Dennis Wilson, Principal Process Consultant, SunGard SCT

Approval Queues Made Easy [080]SCT Banner Finance312 (CC) W1030

In this session, we will discuss a step-by-step process for establishing approval queues in Banner 6.0. We have effectively been using them since July 2001 and have over 2,000 queues utilizing both rule class and fund/org security for requisitions and journal entries. We will provide screen shots and explanations for various forms discussed.

Ann-Marie Gabel, Manager-Fiscal Affairs, North Orange County CCD; Lexi Donovan, Campus Accounting Manager, North Orange County CCD

AR - The Student/Finance Connection [059]SCT Banner Accounts ReceivableKalakaua Ballroom C (CC) W900

Overview: 1. Present the areas of Banner Accounts Receivable where Student and Non-Student data are intermingled. 2. Discuss the impacts of this on Student and Finance business and Banner processes. 3. Discuss alternatives that WSU considered to resolve issues we encountered. 4. Discuss how Wayne State resolved issues we encountered.

Lyndia Oudeh, Applications Project Leader, Wayne State University; Carmen Coon, Applications Project Leader, Wayne State University

AR Recon and Non-Banner Finance [184]SCT Banner Accounts Receivable314 (CC) M730

Banner provides standard reports that can be used to reconcile the accounts receivable system. This session will discuss those reports, using them for reconciling the AR system and then using those to match with finance. This session will walk-through the TGRRCON report column by column so the audience will understand what they are working with. It will review the parameters for the job and what they mean. The presentation will then review the relationship between TGRAGES and TGRRCON and the General Ledger and TGRRCON. How TGRAGES can be used to assist in researching discrepancies. The session will also review the circumstances under which the jobs should be run. Also, this session will highlight common reconciliation issues that occur and methods of troubleshooting and resolving out of balance conditions.

Rose Most, Principal Student Consultant, SunGard SCT

Are You Ready for Banner 7.0? [285]SCT Banner SCT Services316 B (CC) W1030

The main focus of the presentation is to highlight SunGard SCT services to support the release of Banner 7.0. With this presentation, we wish to reinforce the position that SunGard SCT is a complete solutions provider, not just an ERP software provider for the HE market. Banner 7.0 is an evolutionary change in product direction, and while the main technology changes are transparent to the end user, there are features and functions that would affect the way institutions utilize Banner within the UDC. Services have been built and developed to assist our clients in taking advantage of the Banner 7.0 changes.

Reuben Gatmaitan, Project Director, SunGard SCT

Ask the Financial Aid Experts [144]SCT Banner Financial Aid316 C (CC) M730

Please join other SCT Banner Financial Aid users and SunGard SCT Banner Financial Aid employees in an open sharing forum. We all have differing levels of expertise and can help each other by answering questions. It is also the opportunity to network and find other schools that may be able to help you throughout the year.


Assessment Made Easy! [351]All Solutions SCT TracDat by Nuventive306 B (CC) T200

The intended audience is for those higher education professionals who are struggling with planning and assessment practices for their institution. The product that this session will highlight is SCT Trac DAT Nuventive. Delgado Community College has 16,600 students with close to 1500 faculty and staff. The efforts to implement and maintain planning and assessment in an environment of this size has been difficult. SCT SunGard provided our college community with a very practical solution. An online asssessment platform. The product provides a database rich with all of the assessment plans of the programs and departments at the college. In addition, the database provides several reports that affords the institution valuable documentation to indicate the college embraces continuous quality improvement. This presentation will provide practical application of assessment using the SCT SunGard Trac Dat software.

Iva Bergeron, Director of Institutional Effectiveness/Accreditation Liaison, Delgado Community College

Assessment Rules In-Depth [635]SCT PowerCAMPUS Billing and Cash Receipts303 A (CC) T1130

This is an advanced session on designing and implementing assessment rules in PowerCAMPUS. A “behind-the-scenes” look at the Assessment Rule Setup will describe how the interface options affect the calculation of student bills. Discussion will include the default tables, fields, and joins involved when assessment rules are created through the interface, as well as the use of Custom SQL to create institution-specific rules. Testing and troubleshooting will also be covered

Chrissy Wheeler, Applications Programmer/Analyst, Hood College

Assignments to USOE [402]All Solutions SCT Loan Management System306 B (CC) T1130

The primary purpose of this session will be to provide an insight to identifying Perkins Student Loan accounts to assign to the Dept. of Education. The session will provide procedures in assigning accounts and the process for completing the Federal Perkins Loan Program/NDSL Assignment Form.

Vicki Schulhauser, Student Services Supervisor, Washington State University; Nichelle Stevens, Loan Analyst, Fayetteville State University

At Your Service - Plus Web Emp & Alum [523]SCT Plus Self-ServiceHonolulu II (H) T730

This session will provide an overview of the features of the Plus Employee Self Service and Alumni Self Service applications, and how they interface with the Plus HRS and ADS systems. The Plus Self Service applications enable your employees and alumni to access their information at any time, and free your administrators from having to enter this data. You'll see how easy it is to use

the Self Service applications, which information you can choose to allow people to view and update, and where the information can be viewed in the HRS and ADS systems. This session is for anyone who wants to learn about the features provided by the Plus Employee and Alumni Self Service applications

Sandy Cummings, Principal Technical Writer, SunGard SCT

At Your Service - Plus Web Stu & Fac [524]SCT Plus Self-Service304 B (CC) M130

This session will provide an overview of the features of the Plus Student Self Service and Faculty Self Service applications, and how they interface with the Plus SIS system. The Plus Self Service applications enable your students and faculty to access their information at any time, and free your administrators from having to enter this data. You'll see how easy it is to use the Self-Service applications, which information you can choose to allow people to view and update, and where the information can be viewed in the SIS system. This session is for anyone who wants to learn about the features provided by the Plus Student and Faculty Self Service applications.


Automate Banner Jobs Using AppWorx [723]Partner Solutions325 B (CC) M730

This informative presentation will show you how automating Banner (v5, v6, v7) batch jobs eliminates manual effort, resulting in faster, more accurate processing with reduced latency and less downtime. Learn how to streamline and error-proof tasks like Disbursements, Payroll, Letter Generation, etc. Automate output distribution, so the data arrives in the hands of the person who needs it, when they need it. View job status online from any web browser; no more logging-in to check files to determine process completion. Create complex dependencies between Banner jobs, so that a job runs only after another has completed. Find out why so many institutions rely on AppWorx to automate, integrate and accelerate their Banner processing.

Reeve Fernades, Application Solutions Specialist, AppWorx CorporationAutomated Payroll Gift Deductions [028]SCT Banner AdvancementHonolulu I (H) T1130

This integrated process saves time, resources and reduces errors by automatically creating a gift and applying it to a pledge in the advancement module once it has been deducted by payroll. This session will outline the steps needed to implement the Automated Payroll Gift Deduction process in SCT Banner. Target Audience: Includes both Advancement and Payroll users who are in the process of or thinking about implementing this process.

Christine Andrews, Director of Information Services for Development and Alumni Affairs, Wayne State University

Automated Telecounseling on Banner [109]SCT Banner Student301 B (CC) M1100

This year, the University of St. Francis was faced with converting its’ automated telecounseling data and scripts from the Exeter system to the Banner 6.0 system for the Call Center. We will show you how we used the SOAAPPT, SPACMNT and SRARECR screens to implement the automation of the Call Center telecounseling in Banner 6.0. We also noted that everything we did in Banner 6.0 had to be user friendly for the admissions counselors since they would be working in the same screens in their recruiting efforts. We accomplished this task through a joint effort of the user group from the Call Center and the university’s Banner IT group working together. We met both the inbound and outbound Call Center telecounseling needs, in addition to the admissions counselors’ requirements

Nancy Clodi, Director-Call Center, University of St. Francis;

Automated Test Harness For API [335]SCT Banner TechnicalS. Pacific Lounge II (H) T730

As part of the Banner 7.0 API project, SunGard SCT developed an in-house automated API unit test harness that provides a robust, repeatable, portable testing methodology that can be used by developers and technically-savvy consultants. The test cases for the SCT Banner API Create, Update and Delete signatures are created using a Microsoft Word template. The session will include a demonstration of the test harness using APIs delivered in Banner 7.0 and will cover test case construction, execution, analysis of results and identification and correction of problems. While the API unit test harness is not a supported SCT tool, SCT is making the test harness available to clients who may find it helpful in the development and testing of their own custom APIs

Ganesh Shanmuganathan, Advisory Software Engineer, SunGard SCT

Automating Your Communication Plan [030]SCT Banner Student301 A (CC) W1200

Does the size of your office staff make it impossible to send follow up letters? Would you like certain types of communications to automatically be sent to prospects?

Kimberly Saving-Sherman, Senior Functional Consultant, SunGard SCT

Automation of Contracts and Appts [702]SCT Banner Human ResourcesSea Pearl I & II (H) T1130

As part of ongoing development efforts with SCT Banner, SunGard SCT is investigating bridging the gap between Banner Student class schedule assignments and Banner HR for the creation of contract/compensation/job assignment records. In this open discussion, we will brainstorm potential requirements and needs for this functionality.

Charles Westfall, Principal Consultant, SunGard SCT; Ellen Jetto, Senior Functional Consultant, SunGard SCT

Autopackaging for the Adventuresome [612]SCT PowerCAMPUS Financial Aid/PowerFAIDS307 A (CC) M930

This training session would instruct the user in streamlining their awarding process by utilizing the power of Automatic Packaging of financial aid awards including institutional awards which could entail multiple requirements for eligibility. This is a process that is often embraced in the second or third year of using the financial aid solution. Audience: Average to Advanced PowerFAIDS user. Version: PowerFAIDS 10.1 Experience: Have used PowerFAIDS since its inception in 1997.


A-Z of Banner Upgrade Planning [313]SCT Banner TechnicalCoral Lounge II (H) M130

Over the course of 6 years, McGill has implemented numerous upgrades, moving from version 3.x to the current 6.2. We have developed a comprehensive methodology covering all aspects of the upgrade process. This session will cover such key points as selecting a reasonable upgrade date, organizing teams, selecting versions, creating the technical infrastructure, re-applying local modifications, testing, and the actual go-live. A common factor throughout the process is a detailed communication plan. This session will be of interest to anyone involved in managing or implementing Banner upgrades. Of special note, we will outline how our methodology is expanding to handle the additional challenges posed by Banner 7.

Tony Pfarrer, Manager-Change Control and Quality Assurance, McGill University (ISR); Shelly Feran, Enterprise Architect, McGill University (NCS)

Banner & Kronos - Data Interfacing [320]SCT Banner Human Resources301 A (CC) W1030

This presentation will provide an overview of the tools and techniques used to exchange employee data between SCT Banner HR and Kronos at The George Washington University. Payroll administrators, application development professionals,and managers who are currently using or considering the use of Kronos with Banner will benefit from this presentation. We will discuss Banner baseline and custom objects that are necessary for the exchange as well as the Kronos Connect 5.0 application and how it is used as a bridge for data transfer. A process model currently being used at GWU will be shown with a breakdown of its components such as Banner jobs, connect links, interfaces, and error reporting processes. The presentation will contain working examples with a live demonstration of a data exchange between the two systems. Finally, some tips and tricks will be provided that can be used to facilitate the exchange of data.

Vipul Patel, Jr. Enterprise Resource Planning Developer, The George Washington University; Roderick Wolfe, Jr. Enterprise Resource Planning Developer, The George Washington University

Banner 7 - Beta Test and Beyond [119]SCT Banner GeneralKalakaua Ballroom B (CC) T730

Banner 7 beta test results at the University of Richmond (conducted Oct 18 - Nov 26) will be presented. All Banner modules were tested. We'll share lessons

learned (both technical and functional) and provide views into what you can expect with the Banner 7 upgrade.

Troy Boroughs, Director of Systems & Networks, University of Richmond; Lee Parker, Manager of Administrative Systems, University of Richmond

Banner 7 Migration (BOF) [649]SCT Banner Technical315 (CC) W1200

Birds-of-a-feather to discuss aspects related to Banner 7 Migration.

Kamakshi Mallikarjun, General Manager, SunGard SCT

Banner 7.0 Documentation Overview [113]SCT Banner GeneralCoral Lounge III (H) T200

This session will feature the comprehensive, re-architected SCT Banner 7.0 online help. In addition, documentation that supports the new APIs (application programming interfaces), channels, and user interface will be presented. Session includes: Online help (delivery schedule, navigation, features, demo, etc.); API documentation; API Developer Guide; Channel Handbook; Banner appendix in Luminis Channel Developer Kit; UI Methodology Handbook; Fine Grained Access Control with VBS Handbook; Getting Started With Banner

Jesse Piersol, Advisory Technical Writer, SunGard SCT

Banner 7.0 Enhancements [296]SCT Banner GeneralKalakaua Ballroom B (CC) M730

This session will provide details of the release 7.0 Banner General Enhancements. Topics include: Changes to Basic Person, the new User Interface, new features on the Main Menu Form, changes to User Preferences and the new Channels for accessing the Personal Menu and Reports submitted to the database. Also included: a high level overview of Fine-Grained Access and Multiple PIDM prevention through Common Matching

Cindy Szkaradnik, Senior Advisory Consultant, SunGard SCT

Banner 7.0 FGAC for VBS and PII [321]SCT Banner Technical315 (CC) M730

The Banner development team completed a major security project with Banner 7.0 to implement Value Based Security (VBS) and Personally Identifiable Information (PII) using Oracle’s Fine Grained Access Control (FGAC). While other Summit sessions focus on VBS for particular Banner products, this session deals with the technical details of the project, and will review the FGAC technical architecture and then how Banner has harnessed FGAC functionality for implementing VBS and PII across the product lines. The review will include a demonstration of developing a VBS policy. Best practices and implementation tips, with an emphasis on avoiding poor performance and unintended side effects, will be pointed out during the demonstration.

John Morgan, Advisory Technical Architect, SunGard SCT; Margy Hockett, Sr. Development Manager, SunGard SCT

Banner 7.0 Infrastructure Requirements [240]SCT Banner TechnicalCoral Lounge III (H) T900

Is your IT infrastructure ready for Banner 7? Is it time to revise your network, servers, data center, operations and/or helpdesk? This session will discuss specific technical requirements for Banner 7 as well as best practices for any data center. This session is appropriate for technical professionals and management.

Andrew Nagorski, Senior Practice Director, SunGard SCT; Kelly Irwin, Practic Manager, SunGard SCT; Bob Hardcastle, Practice Manager, SunGard SCT; Adam Blair, Senior Network Architect, SunGard SCT

Banner 7.0 UI Methodology Overview [273]SCT Banner TechnicalKalakaua Ballroom A (CC) M930

A brief overview of some of the technical modifications implemented when applying the UI methods when upgrading a Banner 6.x Oracle Form to Banner 7.0 standards.

Tom Kinderman, Principal Software Engineer, SunGard SCT

Banner 7.0 Upgrade [314]SCT Banner TechnicalKalakaua Ballroom B (CC) M1100

Will present the upgrade process and approach that the University of Illinois will employee to upgrade the entire Banner system from 6.x to Banner to 7.0. The target audience will include the technical team responsible for upgrading Banner.

Amin Kassem, ERP Specialist, University of Illinois

Banner Advancement 7.1- What's New [226]SCT Banner Advancement328 (CC) W900

This session will highlight the changes scheduled for the Banner Advancement 7.1 Release.

Scott Geiser, Senior Advisory Software Engineer, SunGard SCT

Banner Advancement and Luminis [187]SCT Banner Advancement327 (CC) M1100

The combination of Banner Advancement and Luminis provide a powerful tool for internal staff and your external community. Real-time, immediate personalized information at a single click is realized. Learn how SCT Luminis helps to fulfill the needs you face through tools for campus collaboration, personalization of content, web content management and channels. SCT Luminis Platform combined with SCT Banner Suite, including your Advancement solution,

plays a significant part in delivering the Unified Digital Campus. See how the portal experience available for your staff, and your external communities can enhance the way you achieve goals.

Pam Rollins, Product Manager, Banner Advancement, SunGard SCT

Banner Advancement Night at the Lab (HOT) [227]SCT Banner Advancement319 B (CC) T430

Banner Advancement Night at the Lab will give you the opportunity to test drive the Banner Advancement 7.0 Release and network with your fellow users and SunGard SCT employees in a relaxed environment. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Scott Geiser, Senior Advisory Software Engineer, SunGard SCT

Banner Advancement Product Update [176]SCT Banner Advancement316 A (CC) U330

Join your SCT Banner Advancement team for a review of the past year and a preview of what to expect in 2005 and beyond in the annual product update! This session will highlight SCT Banner Advancement accomplishments in 2004, provide a roadmap of future releases, and will update you on other Advancement initiatives that are taking place.

Pam Rollins, Banner Advancement Product Manager, SunGard SCT

Banner Common Business API [205]SCT Banner Technical310 (CC) M730

This technical session covers the architecture and implementation of the new Banner APIs.

Ed Delaney, Advisory Software Engineer, SunGard SCT

Banner DBA Survival Guide [027]SCT Banner TechnicalCoral Lounge I (H) T900

A session geared toward the Oracle DBA who supports Banner databases. A must for a DBA working with an implementation as they will be able to obtain an overview of both startup and on-going tasks for which they will be responsible during the go-live process. Also a good choice for a DBA supporting a site that is already in production with Banner modules. Attendees will obtain a break down of recommended tasks to be preformed weekly, monthly, or quarterly, as well as a set of scripts to support their Banner systems, and the opportunity to network with their peers.

Kathleen O'Donnell, Principal Technical Specialist, SunGard SCT; Eveline Taylor, UNIX Admin/DBA, SunGard SCT

Banner eLearning for Techies [115]SCT Banner SCT Luminis Data Integration SuiteS. Pacific Lounge I (H) W1200

Learn about the Banner LDI events, consolidated extract process, and on demand synchronization process and how they are used to update e-Learning systems. A technical overview will be given on the Learning Message Gateway and Luminis Message Broker.

Paula Owlett, Development Manager, SunGard SCT; Kirk Bunte, Consultant, SunGard SCT

Banner Finance & AR Product Update [286]SCT Banner FinanceKalakaua Ballroom C (CC) U330

Join your SCT Banner Finance and AR Team for a review of the past year and a preview of what to expect in 2005 and beyond. This session will highlight the accomplishments of the past year, provide a road map of future releases, and share other initiatives that are taking place.

Elsa Everling, Product Manager, SunGard SCT

Banner Finance & Luminis [293]SCT Banner Finance316 C (CC) M1100

In today’s Web world, you and your campus administrators expect real-time, immediate, personalized information at a single click. Come learn how SCT Luminis Platform can help fulfill the needs of your staff through its tools for campus collaboration, personalization of content, Web content management, and channels. Banner used with SCT Luminis platform helps your institution enable a Unified Digital Campus for the ultimate in personalized constituent services and campus collaboration.


Banner Financial Aid - New Year Start [194]SCT Banner Financial Aid310 (CC) M930

Discover Processes and Strategies designed to get your new financial aid year started off on the right foot. The New Year is a great time to review your business practices, keep what you like, and adjust what you want to change. Learn which tables and rules can be automatically moved from one year to the next and which forms must be set up each year.

Jim Bradsher, Senior Functional Consultant-Banner Financial Aid, SunGard SCT

Banner Financial Aid A to Z [195]SCT Banner Financial Aid314 (CC) M1100

This overview session will introduce new users to the Banner 6.x Financial Aid Product. Topics will range from loading student applications to disbursement of aid as well as communication between institutional offices, with students, and with regulatory and loan agencies. The presenter, who has used Banner Financial

Aid as a client and as an SCT consultant since its inception in 1990, will address major features of each Banner Financial Aid module.

Audrey Clay, Senior Process Consultant, SunGard SCT

Banner Financial Aid Product Update [136]SCT Banner Financial Aid315 (CC) U330

Join the SCT Banner Financial Aid team for a review of the past year and a preview of what to expect in 2005 and beyond in the annual product update! This session will provide highlights of SCT Banner Financial Aid past year accomplishments, a roadmap of future releases, and updates for other initiatives that are taking place.


Banner Fixed Assets (BOF) [700]SCT Banner Finance303 A (CC) W1030

Round table discussion of business process challenges and solutions using Banner Fixed Assets. Bring your questions, your thinking caps & your business card to exchange with your peers using Banner Fixed Assets!

Robin Wagner, Financial Systems Analyst, Washtenaw Community College

Banner for Non-Credit Curriculums [309]SCT Banner Student301 B (CC) T730

This session will focus on integrating Georgia Tech’s Distance Learning and Professional Education non-credit curriculum in with the existing Banner Student for credit environment at Georgia Tech. Discussion will include: goals of the project, evaluation of technologies, use of Oracle’s Virtual Private database functionality to accomplish required “separation” of data, the pros and cons associated with this approach, business process evaluation, project management approach and structure, timelines and issues and challenges to consider in a non-traditional implementation of Banner into an environment that already exists. The intended audience is anyone that has an interest in the Oracle Virtual Private database technology and those interested in the possibility of “combining” credit and non-credit curriculums in the same physical database environment.

Nelson Baker, Associate Vice Provost - Distance Learning Professional Education, Georgia Institute of Technology; Lori Sundal, Director - Enterprise Information Systems/Office of Information Technology, Georgia Institute of Technology

Banner General Person Localization [062]SCT Banner General325 A (CC) W1030

This session describes modifications made to Banner 6.2 by the (Internationalization) Solution Center which make it easier for Banner to be used at international institutions in a number of languages concurrently. The modifications cover the ability to store longer names and extended address information in more than one language. Items discussed include sorting and

searching. Short descriptions of some of the main tools used to aid this process are also presented. Institutions wanting to use Banner with non-US student information or store content in two or more languages will find the approach described here useful.

Mike Agnew, Director, SunGard SCT

Banner HR and the Luminis Platform [120]SCT Banner Human Resources320 (CC) M1100

In today’s Web world, you and your employees expect real-time, immediate, personalized information in a single click. Come learn how the SCT Luminis Platform can help fulfill the needs of your staff. When utilized with the SCT Luminis™ platform, data integration, channelization, and content management capabilities, SCT Banner helps institutions enable a Unified Digital Campus for the ultimate in personalized constituent services and campus collaboration.

Laura Weathersby, Product Manager-SCT Banner HR, SunGard SCT

Banner HR Benefits - Vast and Varied [245]SCT Banner Human ResourcesKalakaua Ballroom A (CC) M130

Do you know what all those items on the Benefit/Deduction Rule Form (PTRBDCA) are? Setting up and maintaining benefits and deductions in the system can be challenging. It can be confusing to understand the many calculation rules provided, how to utilize inclusions, exclusions, and chaining, as well as how to enter future dated actions. In this presentation, you will get an understanding of what impact multiple payrolls and adjustments play in the management of employee benefits and what can be done for more complicated benefit offerings. This session is intended for individuals who may be new to Banner, or want a refresher on Benefits in the system.

Sara Goodman, Principal Consultant, SunGard SCT

Banner HR Encumbrance Recasting 101 [298]SCT Banner Human Resources327 (CC) W1200

Discover the benefits of salary encumbrance tracking via the Encumbrance Recasting process that was part of the SCT Banner HR 6.1 release. In this session, you will learn how to process encumbrances, track encumbrances, post and review encumbrances, as well as increase communications between the Banner HR and Finance products. The system set up and system processing required to successfully utilize this functionality will be demonstrated. A business process discussion as to when and how encumbrances may be processed will also be included in this session.

Sara Goodman, Principal Functional Consultant, SunGard SCT

Banner HR Salary Planner-Part 1 [083]SCT Banner Human ResourcesCoral Lounge II (H) T1130

Banner Salary Planner was delivered as part of Employee Self-Service release 6.1. Part 1 of the two part Salary Planner presentations will include an

overview of the potential use and applications of the Salary Planner. The forms and processes within Banner HR needed to set up and utilize position budget and employee job information will be reviewed with suggestions for set up. Additionally, this session will look at the new security forms needed to be set up to access Salary Planner, how data is identified for extract, and how data is uploaded back into Banner. This presentation is geared towards those that have control over access and distribution of position budget and job information.

Barbara Bates, HR Functional Consultant, SunGard SCT; Susan Jennings, Principle Consultant, SunGard SCT; Amy Poliski, Lead Software Engineer, SunGard SCT

Banner HR Salary Planner-Part 2 [084]SCT Banner Human ResourcesCoral Lounge II (H) T200

Banner Salary Planner was delivered as part of Employee Self-Service release 6.1. Part 2 of the two part Salary Planner presentations will demonstrate the use of the web pages to review and modify position budget and employee job information. This session will look at creating and copying budget scenarios, modifying data and using 'what-if' scenarios with multiple versions of budgets, as well as selecting the final fiscal year budget to be approved. Evaluation and modification of job salary information will also be demonstrated showing how changes can be made related to job detail, hours, and labor distributions at anytime during the fiscal year. This session is geared towards those that are responsible for position budget development and/or job information updates.

Barbara Bates, HR Functional Consultant, SunGard SCT; Susan Jennings, Principle Consultant, SunGard SCT; Amy Poliski, Lead Software Engineer, SunGard SCT

Banner Integration in Oracle Portal [072]SCT Banner Technical316 B (CC) M730

This session will provide an overview of portal methodology and design, especially what Banner data an authenticated portal user would desire to see, then focus on technical methods for developing PL/SQL "portlets" containing useful Banner data, and additionally show a method for creating a link from within the authenticated user's portal which will provide transparent authentication into Banner Web, providing a single sign-on type experience requiring only a slight modification to a single baseline package. The examples have been implemented within an Oracle Portal, but could be applied to any portal system that supports PL/SQL portlets and remote database calls.Note from SunGard SCT : This presentation represents the efforts of the University of TN at Martin. Please be advised that this is not a sanctioned nor supported Sungard SCT solution. SunGard SCT offers the Luminis Platform as our robust portal solution that can span not just Oracle applications like Banner but also other applications you have on campus. However, what University of TN at Martin has done is quite interesting and we would like you to hear about it so you can compare their approach to our solution.

Tim Taylor, IT Administrator II, University of TN at Martin

Banner Letter Generation Processes [197]SCT Banner Advancement317 A (CC) W1030

This session is intended for those clients who are are using Banner Letter Generation in the Advancement office. Our advancement office went live with Banner on July 1, 2004. It is my intention to share what steps we took from planning to implementing letter generation. In addition, I would like to share how we use letter generation with receipts, acknowledgement letters, recognition letters, etc. Secondly, I would like to hear from other clients on what procedures they use in this area. Lastly, I would like to encourage new clients to start on letter generation procedures early in their planning.

Cathy Lammons, Director of Donor Relations, Mississippi State University Foundation

Banner Lifecycle and Governance [368]All Solutions Common Interest Topics301 B (CC) M130

This session will detail part of Miami University's new Strategic Plan for Information Technology that is dedicated to ensuring Banner is used to its fullest capabilities and is also governed in a fair and equitable fashion on campus. As part of this project, features of Banner that were not implemented at Miami, such as Online Requisitioning, Imaging, and Workflow will be examined and scheduled for implementation. A secondary goal of this project is to examine local and SCT-contracted Banner modifications for current relevance and make attempts to return to baseline code wherever possible. Lastly, the governance of Banner is an important issue, in order to make sure that effort expended by IT Services and others meets institutional priorities and also advances important unit goals. We are at a perfect juncture to begin this examination, as we brought Banner 6.2 live in the fall of 2004, and are looking forward to Banner 7 and the many planned changes.

John Goerke, Senior Director of Information Systems and Services, Miami University

Banner Procurement Card Processing [208]SCT Banner Finance310 (CC) T730

This session will review the set up and processing of Procurement card transactions in the Banner Finance PCard enhancement. It will review the options available, the set up required and how to process the transactions.Gary Houck, Senior Process Consultant, SunGard SCT; Andrew Unger, Senior Process Consultant, Professional Services, SunGard SCT

Banner QAC - A Voice [306]SCT Banner General305 B (CC) W1030

Meet the members of the Banner Quality Advisory Council. Learn about their charter and the initiatives being worked on by the Banner organization.

Matthew Riley, QA Manager, SunGard SCT; Ken Williams, Quality-Training and Support Coordinator, Virginia Polytechnic Institution and State University; Des Dougan, Director or Information and Computing Services, Vancouver Community College; Charlie Young, Executive Director, SICAS Center; Cynthia Rolfe, VP of Information Technology, University of Central Oklahoma

Banner Security - Behind the Scenes [063]

SCT Banner TechnicalKalakaua Ballroom A (CC) T1130

You’ve used GSASECR to set up Banner accounts and security. But what’s REALLY going on behind the scenes? This session discusses and explains the pieces that make up Banner security – Profile, Object, Role, Class, User, and Module. We’ll talk about Banner-delivered security and local additions; seed numbers; default Oracle roles; user classes; and creating and deleting Banner accounts. This session is geared towards the staff responsible for creating and maintaining Oracle user accounts. It is also helpful for those who may not administer security, but could benefit from an understanding of it.

Penny Ginn, Associate Director of Information Technology, Presbyterian College

Banner Student 7.0 Common Matching [218]SCT Banner StudentKalakaua Ballroom A (CC) W1030

Common Matching provides a mechanism to minimize the creation of multiple records for the same person in SCT Banner while performing data entry. In addition, its matching algorithm is used by most Student data load processes to also prevent the creation of multiple records for the same person. Come learn how to set up and utilize Common Matching when creating new person records on SPAIDEN, SRAQUIK or SAAQUIK, and when resolving suspended records from data load processes.

Michael Galella, Advisory Consultant, SunGard SCT; Cindy Friend, Advisory Software Engineer, SunGard SCT

Banner Student 7.0 Extreme Makeover [112]SCT Banner StudentKalakaua Ballroom B (CC) M930

The new look and feel of SCT Banner 7.0 is one of the most exciting aspects of our latest release. However, forms that fill up your entire computer screen are only a small portion of the new features designed to help you achieve better results in your everyday tasks. Come discover how some forms have been reorganized with folder-like tabs to help you find information and data items you seek more easily. Learn about new and enhanced functionality that makes navigating the Student System more user-friendly. See how simple it is to customize the appearance of SCT Banner to suit your personal tastes. This session is appropriate for Banner beginners as well as seasoned users.

Bill Zimmer, Advisory Consultant, SunGard SCT; Pat Lawler, Advisory Software Engineer, SunGard SCT

Banner Student 7.0 Implementing VBS [099]SCT Banner StudentKalakaua Ballroom C (CC) T200

The Banner development team has transformed value-based security processing to implement a new and more flexible Value- Based Security (VBS) using Oracle Fine-Grained Access Control (FGAC) in Banner 7.0. This presentation will review the changes to Student to accommodate the new VBS and will walk through the basic process for performing an analysis of the requirements to set up VBS for specific business cases. Business cases covered in the session will include

curriculum, admissions, general student (learner) and catalog and schedule examples.

Margy Hockett, Sr. Development Manager, SunGard SCT; Linda Jessup, Banner Student Consultant, SunGard SCT; Danielle Lindblom, Senior Advisory Consultant, SunGard SCT

Banner Student and Luminis - Achieve [206]SCT Banner Student316 A (CC) W900

In today's Web world, your students, faculty and staff expect real-time, immediate, personalized information in a single click. Come learn how SCT solutions help fulfill those expectations. When utilized with the SCT Luminis platform, data integration, channelization, and content management capabilities, SCT Banner Student helps institutions enable a Unified Digital Campus for the ultimate in personalized constituent services and campus collaboration.

Danielle Lindblom, Senior Advisory Consultant, SunGard SCT

Banner Training for Faculty Members [279]SCT Banner Training/Professional Development316 B (CC) M1100

A trainer’s greatest rewards sometimes come from users who pose the greatest challenges. At higher education institutions, faculty members often present these challenges. Come share one trainer’s experience in training faculty members at a large university, where Banner training for faculty was transformed from almost non-existent to an integral part of the Banner training program within a year. Learn how to overcome hurdles in training people whose schedules thwart traditional classroom training. Hear how, with the right tools, trainers can transform technology-skeptics new users into technology advocates. Learn how to market your technology, training, and support to faculty members. Discover how to engage the Deans and department chairs, who can often be the best salespeople for technology. There will be plenty of documentation and techniques to share. After the presentation, the floor will be open for discussion in which other trainers are invited to discuss their own experiences.

Joe Brewer, Banner Trainer, The George Washington University

Banner Upgrades and Project Mgmt 180SCT Banner General316 A (CC) W1200

Miami University has upgraded to Banner 6, 5 and 4 since going live with Banner 3 in 1999. This session presents both technical tips and Project Management advice based on these 3 major upgrades and the initial Banner implementation. Technical tips range from change control strategies and recovery strategies to automation scripts based on a source code management system and a work request system. Included will be a general discussion of how to startup and organize the project, the communication plan, testing plans, participation by campus offices, management of local and SCT coded modifications and details of the countdown week. Project documents will be available.

William Custer, Manager of Data Administration, Miami University; Scott Herman, Applications Analyst, Miami University

Banner/Sun Infrastructure at WSU [231]SCT Banner Technical309 (CC) W1030

Wayne State University is a Sun Center of Excellence for SunGard SCT Banner Systems. We are currently involved in the load and functional testing of Banner7 Beta, using QA Load and Vantage suites, load testing of Banner6, upgrades to Developer6i and moving Internet Native Banner from a Windows platform to Sun Solaris. This presentation is designed for IT staff involved in recommending, selecting and implementing hardware and software to the Banner infrastructure.

Scotia Roopnarine, Database Administrator, Wayne State University; Laura Hendrick, IT Director, Wayne State University

Baseline Admissions Curriculum [075]SCT Banner Student312 (CC) T1130

Using BASELINE WEB application curriculum rules and user defined questions- the session will show how to setup banner forms SOACURR, SOAXREF, SAAWCUR and SOAXCUR to provide the maximum flexibility in the baseline web admission application. It will cover how to set up Banner to accept majors that require multiple concentration/research area/department/college options with a single CIPC code, How to customize the major list for each application type, and how to use SOACURR. Examples and issues from the graduate and undergraduate level will be addressed. The session will also show how user defined questions can enhance each application form and how to create “additional information” pages that can enhance the appearance and information gathered. Target Audience: Functional/Technical staff in admissions that may start using Banner baseline on line application.

Bruce Correll, Registrar, Lehigh University; Dana Stow, Assistant Director, Lehigh University

Basic Perkins Loans [438]All Solutions SCT Loan Management SystemHonolulu I (H) M730

This session is good for the new administrator and certainly a good review for seasoned professionals. It reviews the life of a Perkins Loan from the awarding phase up through a paid in full status. Focus will be on how Perkins Loans are maintained in the LMS/CLM systems. We will also discuss loan fund system controls, interfaces, reports, and regulatory expectations.

Kathy Rosa, Manager-Campus Based Loans, Boston College

Believing in Banner [225]SCT Banner Training/Professional Development301 A (CC) M730

Are you faced with questions about why you chose Banner? Do you face people who don't think that Banner will make a difference? Explore ways to make believers out of the doubters, converts of the curmudgeons. Two implementations and seeing Banner grow from version 1.0 to 7.0 has made me a believer, you can be one too!

Bev Blackwood II, Acting Banner Project Manager, San Jacinto College

Benefits of a Luminis Users Group [422]Luminis Common Interest Topics326 A (CC) W900

This session will be lead by 3 veteran Luminis schools that have been working to organize a strong Luminis Users Group. They will report on their progress to date, the benefits of joining the effort, as well as the challenges that have been faced. There is a need for Luminis Schools to have an organized voice to express concerns, conduct advocacy and provide a community where knowledge and solutions are shared. Come and find out how you can participate.

Keith Platte, Director of Instructional Computing, Kalamazoo Valley Community College; Morris Reynolds, Director of E-services and Strategic Technologies, Wayne State University; Richard MicKool, Executive Director-Information Services, Northeastern University

Beta Testing Banner 7 [215]SCT Banner Student304 B (CC) M1100

This is intended for institutions considering beta testing new releases of Banner for SCT. This will be a panel discussion of the beta testing of Banner 7 for SCT. We will discuss the organization of the beta test, both from a SCT and a Georgia Tech perspective. We will discuss the technical issues we encountered and the functional testing issues we encountered with regard to Student and Financial Aid. We will also discuss why an institution should consider being a beta tester for SCT.

Sonny Monfort, Banner Technical Director, Georgia Tech; Debbie Williamson, Assoc. Registrar, Georgia Tech; Mark Gravitt, Banner DBA, Georgia Tech OIT/EIS; Dan Looby, Systems Analyst, Georgia Tech OIT/EIS; Charlie Sheldon, Assoc Cir Student Fin Planning & Svcs, Georgia Tech

Beyond Basics to Maximize Return [458]Luminis Common Interest Topics307 A (CC) W1200

North Shore Community College implemented its campus portal four years ago and has continually developed and integrated available online services. This presentation will cover the more recent evolution of our digital campus and newer services. Specific internally developed tools and integration components will be discussed and presented with a live demo. Examples of measurements and outcomes to track return on investment / value and lessons learned will be included, as well as future directions.

Gary Ham, Chief Information Officer, SunGard/Collegis; Janice Forsstrom, CFO/VP Admin and Finance, North Shore Community College

Beyond Luminis Platform III [391]Luminis SCT Luminis Platform318 A (CC) W1200

Come learn what is beyond the Luminis Platform III.x series. We will discuss the future direction of Luminis Platform in the areas of portal, enterprise applications and infrastructure. This session will be valuable to any SunGard

SCT client currently using the SCT Luminis Platform or Campus Pipeline (Web Platform) products.

Rhett Burnham, Product General Manager, SunGard SCT

Billing - Cash Receipts [569]SCT PowerCAMPUS Billing and Cash Receipts303 A (CC) T900

This session will show how unique tuition pricing plans, special fees, and programming can be made without modifications or customizations being made to the core baseline product. Showing how easy it is using this product regardless of the special requests of tution calculations or billing procedures. Target Audience for new users or future new users.

Cathy Blickley, Bursar, Our Lady of Holy Cross College

Billing with IQ.Web [607]SCT PowerCAMPUS Billing and Cash Receipts305 A (CC) M130

This session will cover billing and online payments within IQ.Web. Areas of IQ.Web that may incorporate payments include Request Forms, Online Registration, and student payments. During the session, we will look at the functionality aspect of how payments work with IQ.Web and Shift4. In addition, the session will briefly cover how IQ.Web payments appear in the PowerCAMPUS Billing Setflow. The session is designed for both users and administrators at institutions that currently use or are considering use of IQ.Web.

Mandy Matern, Senior Quality Assurance Analyst, SunGard SCT; Len Lipkin, Product Manager, SunGard SCT

Billings for Non-Enrollments [183]SCT Banner Accounts Receivable320 (CC) W1200

Johnson County Community College uses separate ID numbers to bill companies for various goods and services not related to student enrollments. These billings include Contract training, Catering services, Facility rental, Copy Center services, Bookstore purchases, etc. The session will describe how we set up the ID, bill the account, print bills and view the aging. The session will address recurring receivables as well.

Gayle Callahan, Manager-Billing & Accounts Receivable, Johnson County Community College; Suzanne Henkle, Systems Specialist, Johnson County Community College

Book Vouchers - Fin Aid to AR [058]SCT Banner Financial Aid304 B (CC) W900

With many guidelines on financial aid book vouchers, we needed to automate the process. With four campuses, our goal was to provide as many vouchers as possible and work within Barnes & Nobles POS (Point of Sale system). We will explain how we create the initial load and update the file on a nightly basis to provide as many vouchers as possible. The process goes from Financial Aid to the Bookstore to an AR feed of charges.

Rosemary Bratsch, Technical Support Coordinator, Brevard Community College; Connie Tawney, Accounting Coordinator, Brevard Community College

Boost Content Value with Luminis [424]Luminis SCT Luminis Content Mgmt Suite309 (CC) T200

This session shows how to use the Luminis Content Management Suite, the Luminis Platform, and other technologies to maximize the value of your web content through personalization, automatic channel publication, and content linking. This is a technical session, targeted at IT managers, Luminis Platform administrators, and web developers who are looking to get the most out of their content with the least effort. We will show how to share content between the public website, intranet, and the Luminis Platform through content linking, and expand on how content linking can be used to personalize content for different roles in the Luminis Platform. We will also demonstrate how content owners can publish content directly into the Luminis Platform through automatic channel creation.

Joel Weight, Lead Software Engineer, SunGard SCT

Bugs- Slugs & Other Thugs [025]SCT Banner TechnicalCoral Lounge I (H) M130

This session will focus on how to identify, de-bug and resolve issues in the Oracle/Banner database. We will discuss how to use the following Oracle supplied tools: sql trace, tkprof, dbmstrace and explain plan. Investigative methods using alert logs, trace files, and dump files will be covered. Known issues, work-arounds and error handling will be discussed. Special attention will be paid to Banner processes such as Job Submission and Sleep/Wake.

Eveline Taylor, UNIX Admin/DBA, SunGard SCT

Building a Banner Training Program [201]SCT Banner Training/Professional Development316 C (CC) T730

Is your institution struggling to convince users to “buy into” Banner? Is your help desk always running to put out fires? Training, communication, and documentation are the keys to a successful software implementation and ongoing development of your IT endeavors. Come learn how McGill University developed a comprehensive training strategy for over 4000 Banner Finance, Human Resources and Student users.

Our current focus is preparing for the release of Banner, Version 7. Version 7 has a simplified interface - easier to train in the long term – a challenge to prepare users in the short term. See how our training model allows us to adapt training materials quickly. This session should help any size institution.

Katherine Wilmot, ICS Communications Manager, McGill University; Dan O’Connell, ICS Trainer/Instructional Designer, McGill University

Building a Student System in 1 Year [476]SCT Matrix Common Interest TopicsNautilus I (H) M730

The presenters will explain how the University of Chicago was able to bring up its Matrix SSS module, from the point of contract completion in August 2003 to going live with official student records, enrollments, reporting, and transcripts in less than one year. The session is targeted to prospective and existing matrix clients who are planning the logistics of their implementations. As Chicago is the first Matrix client to go live with the SSS 2.4.3 module, the experiences and lessons learned during the implementation process are now benchmarks for both the product and other clients. Discussion topics will include the requirements gathering, needs/gaps analysis, reliance on consultants, training, documentation, migration of legacy data, and customizations leveraging the open architecture format of the matrix product."

Andrew Hannah, Sr. Assoc. Univ. Registrar, University of Chicago; Alex Henson, Director-SDA, University of Chicago

Building the Campus Portal [383]Luminis SCT Luminis Platform306 B (CC) T900

Lehigh’s campus portal has been developed to provide faculty, staff and students with an evolving personalized view of the Lehigh experience. The integration with administrative systems, our course management system, and our library databases have been driving factors in our deployment strategy. Ultimately, the portal will support and enhance community building and communications from the time a student first shows interest in Lehigh until he/she has graduated and joined the ranks of Lehigh Alumni. This presentation will cover the key selection factors, implementation strategies and channel development that was required for the successful roll out of the Luminis portal. Lehigh’s content and channel development will be outlined as well as our recently implemented MyLibrary portal which integrates with Luminis to provide faculty, staff, and students the up to date personalized library resources.

Timothy Foley, Director-Client Computing & Library Services, Lehigh University; Bruce Taggart, Vice Provost-Library and Technology Services, Lehigh University

Building the Digital Campus [692]Partner Solutions302 B (CC) M1100

Today’s big IT management challenge is to provide “always-on” web based services to demanding user communities. A shared-services architecture provides the foundation for leveraging existing applications and infrastructure, in order to provision content, manage identity, and provide customized, portal-based services to a diverse user community.

Jay Visvanathan, Market Development Manager, Sun Microsystems, Inc.

Bulletproofing- Backups- & Recovery [247]SCT Banner Technical316 A (CC) T200

Learn the step-by-step details of recovering your Oracle database from almost any disaster scenario, and the steps you can take, including archiving and backups, to prevent, lessen, and prepare for those heart-stopping Oracle errors, and be the DBA hero at your site. Although some UNIX commands are included, the focus is on using SQL here, without RMAN. Please download the session outline

from the Summit web site so that you can take notes during this fast-paced mind-numbing technical romp.

Stephen Rea, Oracle Database Administrator, University of Arkansas Cooperative Extension Service

BusinessObjects XI: Extreme Insight [693]Partner Solutions302 B (CC) T730

Join Business Objects at this interactive and accessible session to learn how its newest release, BusinessObjects XI, enables you to easily create and deliver information for extreme business insight. With specialized end-user tools on a single, trusted business intelligence (BI) platform, BusinessObjects XI includes the industry’s best reporting, query and analysis, and performance management products. Demonstrating major new advances in Crystal Reports, BusinessObjects Enterprise, WebIntelligence, Performance Management and more, this action-packed session will focus on showing you how you can get the information you need for extreme insight. Suitable for all audiences.

Jason McCafferty, Sr. OEM Sales Consultant, Business Objects; Christine De Melo, Business Development Manager OEM, Business Objects

BXS - Return on Investment [088]SCT Banner Xtender Solutions318 A (CC) M130

With all due respect to accounting principles, the cliché is that accountants know the cost of everything and the value of nothing. In this session, we will look at ROI and VOI calculations and variables; concepts and terminology for your institutions review of Document Management and Imaging with Banner using Xtender Solutions. Concepts and Standards will focus on: AIIM (The Association for Information and Image Management) and the American Association of Collegiate Registrars and Admissions Officers (AACRAO). We will look at ROI and VOI calculations and variables both seen and unseen. This is intended for anyone using or planning on using BXS and is based on numerous years with Imaging and the past 3-years with Xtender Solutions (Legato 4.6 & BXS 6.2)

Richard Gegg, Document Management & Imaging Project Manager, University of Illinois-Urbana

BXS Imaging and Financial Aid [224]SCT Banner Financial Aid317 A (CC) W900

The University of Illinois is a second year Banner client. Within a relatively short period of time, we have been able to implement a bare bones Banner imaging system. The scope has been to batch scan, index, and to automatically track all verification, special condition, and accepted award letter documents. During the presentation, we will discuss the process, procedures, and demonstrate the system features and several tricks we learned to assist us in workflow. During the second year, we have been able to enhance the process and utilize more of the internal BXS imaging capabilities. Yearly the University receives approximately 22,000 FAFSA applications and we have currently scanned in over 200,000 documents. The session is intended for Financial Aid Offices who wish to implement the Banner Xtender Solutions (BXS) imaging system.

Robert Andersen, Senior Associate Director, University of Illinois at Urbana-Champaign

BXS Imaging Technical Architecture [191]SCT Banner Xtender Solutions318 A (CC) T900

Recent releases of Banner XtenderSolutions have brought forth an evolution in the underlying technology, making it a more powerful and flexible solution. This session will provide a technical overview of the BXS architecture, allowing participants to gain a better understanding of its different components and how they interact. Topics will include XSAdmin, Rendering Server, AX, WX.net, WX Java Edition, LDAP, and the integration with SCT Banner. Target Audience: technical staff and system administrators.

Xin Zhou, Lead Software Engineer, SunGard SCT

Campus Engagement = Project Success [370]All Solutions Common Interest TopicsNautilus I (H) T200

Seven years ago Bucknell began implementing Banner. The original implementation included only the Student, Financial Aid, Finance, Admissions and Human Resources modules. During that time the Advancement area was using a different system, which had gone live in 1995. There was no expectation during the Banner implementation that Advancement would ever need to be integrated with the rest of the system. Times change and we are now implementing the Advancement module. Learn how the project has coalesced over 80 staff members from a dozen departments and motivated them to look afresh at processes, procedures and even Banner tables to improve our University-wide communication and information exchange. At the same time we are using this Advancement conversion initiative as a springboard to launch tools like Luminis, Workflow and document imaging campus-wide.

Cindy Bilger, Senior Associate Director-Human Resources, Bucknell University; Carolyn Hoyt, Director of Advancement & Information Services, Bucknell University; Brian Hoyt, Director of Technology Integration, Bucknell University

Campus Risks of Cyberterrorism [426]All Solutions Common Interest TopicsTapa III (H) M930

The threat and scale of attacks on campus technology resources, along with the potential scope of destruction, has greatly increased in recent years. This session will provide insights into current risk mitigation practices, with a focus on cyberterrorism prevention.

Bob Hardcastle, Principal Consultant, SunGard SCT; Adam Blair, Senior Network Architect, SunGard SCT

Campus-wide Reporting Tool Selection [129]SCT Banner Reporting and Distribution Tools313 B (CC) W1030

Implementation of a campus-wide reporting solution was identified as a high-priority need for the University of Arkansas at Little Rock in 2004. Campus users previously were not able to readily obtain data from Banner due to the

lack of a user-friendly reporting option. This session will cover the process used to identify campus reporting needs, potential reporting solutions to meet those needs and the selection process to identify the best fit for our campus. The discussion will include our evaluation of several available reporting tools. This non-technical session is intended for all users. (Information Access Maturity Level: 2 & 3)

Brett Powell, Associate Vice Chancellor for Finance, University of Arkansas at Little Rock

CAPP Extreme Makeover [079]SCT Banner StudentKalakaua Ballroom C (CC) M730

Configuring CAPP successfully is an accomplishment in and of itself. Now that you have degree audits up and running, it is a great time to take advantage of the wealth of information that CAPP can provide beyond merely tracking degree requirements. This session will provide a unique perspective on understanding CAPP configuration and ways to effectively manage accurate and timely degree audit processing. We will focus on how to use degree audit detail as an enrollment service tool. Topics discussed will include extracting CAPP data to analyze student course demand, planning semester course offerings and using CAPP to support additional institutional needs (e.g. national honor societies, pre-medical science requirements). Whether you need modest changes or an extreme makeover at your institution, this session will help you to look at CAPP in a whole new light.

Brian Williams, Dean of Enrollment Services, Providence College; Yvonne Arruda, Associate Dean of Undergraduate Studies, Providence College

CAPP Implementation [159]SCT Banner SCT Services328 (CC) T730

CAPP Implementation-Partner with SunGard SCT. The implementation of CAPP can be drastically reduced by having SunGard SCT provide direct functional and technical support. By “partnering” with SunGard SCT the implementation of CAPP is reduced to a very small amount of time, resulting in substantial savings to the client. In addition, trained consultants can quickly determine the most efficient encoding options, thus ensuring that the hardcopy and the WebCAPP displays are easily readable and that the best logic choices are always found. The speaker will discuss the various SunGard SCT options which are available to assist the client in having a smooth implementation.

John Ellis, Senior Process Consultant, SunGard SCT

CAPP Tracking System [031]SCT Banner Student310 (CC) M1100

Once CAPP was up and running, we recognized the importance of keep the curriculum in CAPP current. Yet, how do we keep track of the new programs, changes in programs, courses changes, changes in prerequisites etc? Purdue University Calumet has implemented a curriculum tracking system to help manage these on-going changes. This presentation will describe the process we use to identify these changes and the methods we use communicate the changes once they

are made. Sample tracking sheets and correspondence will be shared at this session.

Linda McClaughry-Erwin, Assistant Registrar for Curriculum Development, Purdue University Calumet

Capture the Movement: Banner7 and Beyond [665]SCT Banner GeneralKalakaua Ballroom B (CC) U200

The world of higher education is not standing still and neither is SCT Banner. Everyday hundreds of institutions rely on SCT Banner to deliver mission critical services and solve mission critical problems. Banner has demonstrated a remarkable ability to evolve as higher education needs have evolved enabling continuity in services provided as institutions upgrade. Join Deborah Elias-Smith for an update of SCT Banner - a review of Banner7 as a core component of your Unified Digital Campus and its value as described by some of SCT's early adopter clients. Hear what is planned in future releases of the Banner 7 platform with enhancements and integration that will enable an institution to further build-out their Unified Digital Campus. As an SCT Banner client, this is a session you will not want to miss.

Deborah Elias-Smith, Vice President-SCT Banner, SunGard SCT

Cashiering & E-payment Integration (BOF) [639]SCT Banner Accounts ReceivableTapa I (H) M130

SunGard SCT has several partners that provide payment cashiering activities in support of Banner Accounts Receivable. Join SunGard SCT staff to discuss the aspects of integration with these types of partners. The BOF will focus on employing SunGard SCT’s integration strategy for delivery and deployment of the integration.


Centralized Mgmt of Banner-Sys Office [009]SCT Banner General326 B (CC) W1030

The University of Alaska serves a geographic region approximately 1/5 the size of the entire United States. Using a single instance of Banner, deployed through a Citrix network, UA reaches three main campuses, and 14 more rural centers in communities as large as Anchorage (pop. 250, 000), to villages like McGrath (pop 401). Managing Banner centrally while serving such a widely dispersed and complex a user community is a daily challenge to both the technical and functional sides of the house. Join us to hear how centralized management of Banner has allowed the university to leverage resources—both human and fiscal across an entire system—while still responding to the needs of users. Hear both the positives and the not so positives of centralized technology management.

Saichi Oba, Director of Enrollment Services, Univ of Alaska (System wide Offices); Steve Smith, CTO, Univ of Alaska; Mike Sfraga, Assoc. VP for Student and Enrollment Services, Univ of Alaska; Mike Bates, Director of User Services, Univ of Alaska; Janet Johnson, Sr. Lead Programmer/Analyst, Univ of Alaska; Mary Gower, Manager-Student Services, Univ of Alaska

CEU - Continuing Education [329]SCT Banner Student312 (CC) M130

The venue of CEU and non-CEU Continuing Education is a growing area within the education arena. Presentation teaches how to organize and manage CEU/non-Credit course & program delivery using vanilla Banner functionality. Session covers managing of courses offered to general public, program suites designed for special target populations, business & industry contract training and community services delivery. Effective management and reporting of enrollment and revenue generation by integrated use of all Banner Student System modules (including A/R). By demonstrating the relationships of one part of Banner to another, and how to structure your data to avoid bumping noncredit into credit, the session illustrates how the “noncredit” and “credit” sides of the house can peacefully coexist within the same database. This presentation showcases Banner management of Continuing Education as it has been developed by and for the 12 Connecticut Community Colleges who, in 1997 pioneered then-creative usage of Banner to manage CEU/non-credit education & training.

Steve Gorman, Project Manager, Connecticut State University System

Changing Gears with e-Procurement [283]SCT Banner Finance312 (CC) M930

commerce has empowered the consumer of today to make informed decisions and has put merchants on alert to be responsive to their customers. In this session, we’ll discuss how this shift in mindsets can provide a powerful force for change in a University setting, bringing phenomenal increases in efficiency for research faculty and staff alike. The application of principles of electronic commerce to the sometimes daunting challenges of institutional purchasing is creating opportunities for savings, convenience, and speed that have previously only been realized in corporate settings. We will examine the transformation underway at the University of Notre Dame and the types of benefits its faculty and staff are experiencing after over two years of real-world experience. A primer on e-Procurement functionality will be provided, including shopping, requisitioning, workflow, supplier integration and enablement, and the ordering cycle. The session will include a demonstration of SciQuest’s HigherMarkets e-Procurement application and will describe best practices when approaching Banner Finance integration using the Luminus Data Integration (LDI) for e-Procurement product.

Vaibhav Agarwal, Senior Analyst-Procurement Systems, University of Notre Dame;

Charge Credit Import - The Basics [601]SCT PowerCAMPUS Billing and Cash Receipts307 A (CC) M1100

Beginning/New users will benefit from a look at the Charge Credit Import feature of PowerCAMPUS Billing. The basic set up and procedures of the component will be highlighted. The CCImport versions 97, 2000 & XP will be reviewed. NOBTS has been using the CCImport for 6+ years.

Laurie Watts, Associate VP for IT, New Orleans Baptist Theological Seminary

Closing Breakfast and Keynote [683]

All Solutions Common Interest TopicsExhibit Hall II & III (CC) W700

Please join SunGard SCT for the close of Summit 2005, where author and recording artist Dan Clark will deliver a keynote address. This session also serves as the official kickoff for Summit 2006 in Orlando, Florida, April 2-5, 2006. The closing session will take place in the Hawaii Convention Center, Halls II & III, on Wednesday, March 9 at 7:00 am.

Dan Clark, Best Selling Author and Recording Artist

Coaching Skills [404]All Solutions Training/Professional Development313 C (CC) M130

Intended for all employees interested in using coaching techniques in the workplace, this course uses a model for coaching. Examples of the main elements of coaching, as well familiarize participants with the components of coaching and coaching techniques.

Susie Higgins, Senior Training Consultant, SunGard SCT

COD Direct Loan Processing [145]SCT Banner Financial Aid317 B (CC) T900

This session will provide the latest Direct Loan specific information in conjunction with Common Origination & Disbursement (COD) full participant processing within SCT Banner Financial Aid. In addition, there is also a COD Full Participant session that is not program specific to allow generic processing questions.

Dawn Rucker, Consultant, SunGard SCT

COD Full Participation [143]SCT Banner Financial Aid313 C (CC) M930

This session will provide the latest information about Common Origination & Disbursement (COD) full participant processing within SCT Banner Financial Aid. Gain an understanding of the current process and future plans. Additional sessions are offered for Pell specific and Direct Loan specific processing with the opportunity to ask program specific questions.


COD Pell Processing [141]SCT Banner Financial AidCoral Lounge IV (H) M130

This session will provide the latest Pell specific information in conjunction with Common Origination & Disbursement (COD) full participant processing within SCT Banner Financial Aid. In addition, there is also a COD Full Participant session that is not program specific to allow generic processing questions."


Collections-Basic Skills & Practice [380]All Solutions SCT Loan Management SystemSea Pearl I & II (H) T900

Intended audience: Anyone who is presently doing collections, anyone overseeing collections, anyone looking for ways to improve their collections. Goal of presentation is to share proven strategies and proven tactics to help with the collection function at your institution. Presentation will start with discussion of the university billing, payment and delinquent policy. Presentation will cover who should be do the collections at the institutions, collector and institution attitude and image of and about collections. Listen to what is really being said. Interpret the non-verbal signs. Will discuss people skills, collector's differing styles and postures. What tools and remedies are available to the collectors and the debtors. Collectors must make it clear what are the positive or negative ramifications of payment or non-payment. Presentation will include some real examples of collection challenges and invite audience participation to discuss ways challenges can or should be resolved.

Ted Hilli, Collection Manager, Northeastern University

Comm. Plans-Where Do I Begin? [278]SCT Banner Student301 B (CC) W1030

This session is intended for those who have a desire to start using communication plans but don’t know where to start. We will discuss prep work needed for the communication process to begin. Then we will learn about the different areas/form associated with communication plans. Finally we will walk through the steps it will take to implement a communication plan. Concordia is currently on Banner 6.0 and has been using communication plans for approximately 5 years. We use communication plans for our tradition undergraduate admission, our non-traditional undergraduate cohort admission, and our graduate admission processes.

Melissa Stepan, Administrative Computing Specialist, Concordia University - St. Paul; Beth Peter, Director of Administrative Computing, Concordia University - St. Paul

Common Matching - Financial Aid 7.0 [146]SCT Banner Financial Aid315 (CC) T730

SCT Banner Financial Aid 7.0 in conjunction with the SCT Banner General provides new functionality for data load processing common matching (batch and online). Come and see the new streamlined Common Matching and understand how this will enhance your day-to-day processing in the financial aid office with duplicate PIDM prevention functionality.

Sue Laird, Consultant, SunGard SCT

Common Matching in Advancement [131]SCT Banner Advancement328 (CC) T900

This session will review the new common matching practices specific to Advancement. Review of basic setup, implementation, and a demo of the results will be presented.

Carla Norris, Advisory Consultant, SunGard SCT; Scott Geiser, Senior Advisory Software Engineer, SunGard SCT

Common Matching/IDEN/PII from a Finance Perspective [236]SCT Banner Finance317 A (CC) T730

Release 7.0 includes enhancements for identifying persons or non-persons before a new identification number is assigned; thereby eliminating potential duplicate records. It also includes changes to the identification forms, so that information is consistent and localized for further modifications. 7.0 also includes PII (Personally Identifiable Information) Security to restrict access to records based on the existence of data in key locations. We will review these changes from a Finance perspective, in this session.

Denise McGarry, Principal Consultant, SunGard SCT

Common Matching-Avoid Multiple PIDMs [192]SCT Banner GeneralTapa II (H) M130

This session will describe the new Common Matching (CM) enhancement delivered with Banner 7.0. Common Matching can be used to help your staff avoid the accidental creation of Multiple PIDMs. CM can be employed for batch creation of new student records from dataload processes as well as for online creation. It can be used for both person and non-person records. Preventing multiple records up front is much more effective than cleaning up the duplicates on the back end. Join us to hear how you can use this new feature to improve efficiencies at your institution.

Sue Laird, Consultant, SunGard SCT; Steve Ikler, Product Manager, SunGardSCT

Common Record - CommonLine [148]SCT Banner Financial Aid316 B (CC) T900

SCT Banner Financial Aid FFELP loan processing will evolve into the new Common Record: CommonLine (CR: C) format utilizing XML and opening the window for real time processing in the future. The implementation of CR: C will provide new functionality to help with the largest volume of processing incoming financial aid dollars for most US clients!

William Womack, Consultant, SunGard SCT

Communication - A Catalyst for Change [441]All Solutions Common Interest TopicsCoral Lounge IV (H) W900

Ladies and gentlemen, start your engines!! As the implementation of Banner 6 progresses, communication plays a vital role in keeping the organization on track. Effecting change in any system involves an extensive amount of resources. The proper utilization of these resources can determine whether your implementation winds up in the winners circle or pit row. Learn how one university has engineered an effective model of campus-wide communication and support for the Banner deployment. Located in San Angelo, Texas, Angelo State University is in year two of a three year Banner implementation. Knowing the

importance of organizational communication, this 6,000 student strong school has assembled a solid project team able to sustain the momentum generated by the school administration. Employing best practices to establish various avenues of interaction with the campus, Angelo State has maintained a high level of production while ensuring a smooth transition to the new Banner system. Discover the ins and out's of a successful communication and training campaign for your campus. If you are in the beginning stages of Banner implementation, or just looking for new ideas to enhance your own communication plan, and want to capture the checkered flag, this session is for you!

Jeff Sefcik, ERP Technical Lead, Angelo State University; Brian Braden, Project Manager, Angelo State University

Communication and Listening Skills [177]SCT Banner Training/Professional Development320 (CC) W1030

Effective communication and listening skills are essential. This session covers where the most frequent communications breakdowns occur and discusses the importance of active listening. Learn the roles of non-verbal communications and questioning techniques to improve your communication skills.

Tasha Butler, Education Center Coordinator, SunGard SCT

Complex Letters at the Right Time [472]SCT Matrix Financial Aid326 B (CC) T1130

Tulane University wanted to use the Matrix/Microsoft Word functionality to produce complex letters, such as the Award Letter and Missing Information Letters in SAS. Where possible, Tulane wanted to use the functionality in Matrix and Word to mark letters as sent and to be able to regenerate letters within Matrix. Tulane needs to define specific time frames for specific groups of students and to control the number and frequency of communications to students. Our solution is a table controlled by the end user. Rules access a single table with rows to identify each group of students. The table sets start and end dates for the communication item for that group of students and the limit and frequency of communication. The intended audience is both functional and technical Matrix implementation team members. The presentation is based on Matrix version 2.4. Tulane has been working on the Matrix implementation for 1 year.

Anita Dinwiddie, Functional Lead-Financial Aid, Tulane University; Kenneth Whitelaw, Principal Consultant-Matrix, SunGard SCT

Complex SCT Banner HR RuleTables (HOT) - Part 1 [064a]SCT Banner Human Resources319 A (CC) W900

SCT Banner HR, like the rest of Banner, is dependent on the correct set-up of rule tables. Generally, one person on a staff takes primary responsibility for the building and maintenance of these complex tables. However, staffing changes do occur and many times knowledge transfer may not take place on how to update and maintain the rules. This hands-on session for new users of Banner HR will provide information on the establishment and maintenance of these tables. This session will be given in two back-to-back segments, with a 30 minute break in between.

Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Suzanne Schuelke, HR Consultant, SunGard SCT

Complex SCT Banner HR RuleTables (HOT) - Part 2 [064b]SCT Banner Human Resources319 A (CC) W1030

SCT Banner HR, like the rest of Banner, is dependent on the correct set-up of rule tables. Generally, one person on a staff takes primary responsibility for the building and maintenance of these complex tables. However, staffing changes do occur and many times knowledge transfer may not take place on how to update and maintain the rules. This hands-on session for new users of Banner HR will provide information on the establishment and maintenance of these tables. This session will be given in two back-to-back segments, with a 30 minute break in between.Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.


Concurrent Curricula Futures (BOF) [648]SCT Banner Student326 B (CC) W900

This session will be an open forum working session for clients to work collaboratively with the Banner Student Development by reviewing requirements for Concurrent Curricula and providing guidance on prioritizing those requirements for future releases.

Margy Hockett, Banner Student Sr. Development Manager, SunGard SCT

Concurrent Curricula Hands-on (HOT) (R) [166]SCT Banner Student321 A (CC) T730319 A (CC) T1130

This session will provide hands-on training using the Concurrent Curricula handbook and supporting training materials. This is an opportunity to learn how to use the new data entry user interface and understand how curriculum has changed from 6.x to 7.0 from an administrative user perspective.Attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Pam Berry, Banner Student Business Analyst, SunGard SCT; Cindy Friend, Advisory Software Engineer, SunGard SCT

Configuring Crystal Rpts/Enterprise (HOT) [495]SCT Matrix Technical321 A (CC) M130

This hands on session provides an overview of Crystal Reports/Crystal Enterprise and it's use within the SCT Matrix suite of products. Attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Ken Barnewall, Sr. Technical Consultant, SunGard SCT

Conflict Resolution the Healthy Way [248]SCT Banner Training/Professional DevelopmentCoral Lounge I (H) W1200

This session will explore the functions and dynamics of conflict and enable attendees to assess their style of dealing with conflict. In addition to learning the importance of assertive behavior, participants will learn how to use a model to facilitate collaborative conflict resolution. Finally, this session will look at ways to get beyond conflict and improve the quality of work relationships.

Gwen Burbank, Practice Director, SunGard SCT; Rhonda Geddis, General Manager-Consulting Practices, SunGard SCT

Continuing Education Registration [596]SCT PowerCAMPUS Academic Records307 A (CC) M730

This session will discuss one of the newest features of IQ.Web 4.0; Continuing Education Online Registration. This session will describe how schools can allow prospective students to register for continuing education courses online without completing the formal application process. IQ.Web Administrators will learn how to setup their systems to enable Continuing Education online registration for prospective students as well as existing students. Along with a PowerPoint presentation; IQ.Web Administrators will also be able to see Continuing Education Online Registration from a student’s perspective via a live demonstration. Session Agenda: -An overview of the new Continuing Education online registration module in the upcoming IQ.Web 4.0 release. -An overview/demonstration of the administrative tasks to setup Continuing Education online registration in IQ.Web. -A demonstration of Continuing Education online registration in IQ.Web.

Steven Wlodarczyk, Senior Software Engineer, SunGard SCT

Contract Billing for SIS Plus B/R [538]SCT Plus Accounts ReceivableNautilus II (H) M730

Come learn how the SIS Plus B/R system handles billing of external Contracts and Governmental programs. Setting the system tables and adapting institutional procedures will be the main focus of this session. Ken's experience over the past decade will help get your started serving your students and contracts better in short order.

Ken Roush, Principal Functional Consultant, SunGard SCT

Control Web Content w/ Luminis CMS [420]Luminis SCT Luminis Content Mgmt Suite

303 B (CC) W1200

This session will introduce Luminis Content Management Suite functionality to control content generation, modification, and presentation. Show how to define and maintain branding using page templates and layouts. Describe how to share content between multiple web pages and ensure data consistency using components. Introduce site structure and access control mechanisms. This session is designed for a technical audience.

Kevin Butler, Software Architect, SunGard SCT

Cost Savings Anyone? SCT Plus EFT! [515]SCT Plus FinanceCoral Lounge II (H) M1100

This session will present the SCT Plus FRS solutions for EFT (Electronic Funds Transfer) payment processing and include the SIS interface for handling student refunds via EFT. This session will detail the changes that were made to FRS to accommodate EFT; originally for EDI (Electronic Data Interchange) payment handling and subsequently for ACH (Automated Clearing House) use. This session details the SIS changes to support the direct deposit function for students as well as the core changes with FRS that support EFT. This session is appropriate for functional and technical staff of FRS and SIS.

Dale Sauro, Principal Software Engineer, SunGard SCT

CPE Integration into SCT SIS Plus [539]SCT Plus StudentCoral Lounge V (H) M1100

This session is intended to share with you how multiple units at New Jersey Institute of Technology (NJIT) collaborated to integrate the non-credit /professional development system and operations into the SIS Plus system. The benefit of attending our session is that you can generate ideas and take back to your institution suggestions on how to add this functionality into the SIS Plus product. The session goes into detail on the operational logic and the concepts to make these programmatic and database changes to SIS Plus. This session is for administrations who would like to consolidate student registration information and for both functional and technical clients. NJIT worked with SCT's Consulting staff on the enhancements.

Prema Teklinski, SIS Project Leader, New Jersey Institute of Technology; Ellen Schreihofer, Director-Division of Continuing Prof. Educ., New Jersey Institute of Technology

Create New Request Forms in IQ.Web [583]SCT PowerCAMPUS Admissions305 A (CC) T900

Request Forms in IQ.Web users to submit standard web-based forms to directly update PowerCAMPUS. IQ.Web comes with the following forms--Online Application, Online Inquiry, Online Donation, Transcript Request, and Demographics Change. This session will describe how schools can take advantage of these built-in Request Forms and how they can create their own. During the session, we will discuss how Request Forms work, how they are administered, and how custom forms can be created with little technical skills. During the session, we will build and modify a brand-new form.

Len Lipkin, Product Manager, SunGardSCT

Create Training for Developers [315]SCT Banner Training/Professional Development308 A (CC) W900

Are your Banner programmers up to date with the latest technology? With the major changes coming with Banner 7 as the impetus, the University of Idaho set out to create a self-sustaining training program for our technical gurus. This session goes through the design, development, and implementation of training for developers by developers.

Jason Mayer, Programmer/Analyst, University of Idaho; Tanya Denison, Assistant Database Administrator, University of Idaho

Create Your Own API [204]SCT Banner TechnicalCoral Lounge III (H) M130

This is a demonstration of how to create and implement your own API. We will demonstrate the use of the various SunGard SCT code generation scripts and the methods for integrating these API calls into your code.

Ed Delaney, Software Engineer, SunGard SCT; Steve Quigley, Advisory Technical Architect, SunGard SCT

Creating a Personal User Experience (HOT) (R) [425]Luminis SCT Luminis Platform321 A (CC) T900321 A (CC) W1200

The Luminis Platform provides ways for users to create their own personal portal experience. This workshop will give attendees hands-on experience with these capabilities that empower users to create their personal user experience. It is intended for general audiences. Attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Clint Peterson, GM-Luminis Development, SunGard SCT

Creating Connectivity with a Portal [406]Luminis Common Interest Topics310 (CC) T200

This session will describe the "cradle to grave" approach La Salle University has taken in building a comprehensive portal that serves essentially every role at the University: Prospective Student, Student, Faculty, Employee, and Alumni. While each role will be highlighted, emphasis will be placed on the role of the portal, the components that are integrated, and the philosophy associated with the University's proactive approach to portal development. Our newest portal role, "the Explorer Connection" (Alumni portal) will be featured in this presentation.

James Sell, Director of Portal Communications, La Salle University

Creating Custom Reports with SQR [105]SCT Banner Reporting and Distribution Tools309 (CC) W1200

This presentation is directed for institutions that are looking at or have purchased SQR for report generation. Any individuals that are responsible for creating custom reports that Banner does not provide will find this information helpful. SQR is a very effective and easy to use tool that works well with a Banner/Oracle environment. Sample code will be provided. (Information Access Maturity Level: 2)Marsha Nemer, Database Analyst, Kalamazoo Valley Community College

Creating Your Own Banner Web Pages [001]SCT Banner TechnicalKalakaua Ballroom C (CC) T1130

This session will discuss, using examples, how to create custom Self-Service web pages. Topics will include package creation, PL/SQL code to use, the htp/htf objects, creating custom user roles, Webtailor and downloading data to an Excel file.

Robert Nitsos, Assistant Registrar-Student Records Systems, Loyola Marymount University; Jim Keene, Associate Registrar-Systems Administrator, Loyola Marymount University

Creative Training for Tech Audiences [116]SCT Banner Training/Professional Development326 A (CC) M930

Does technical training have to be dry, dull and boring? Transform your techical training to actively involve participants. Learn how the impact of effective training can affect performance results. Increase the impact of technical training by using new ways to present the same content and improving participant involvement.

Rhonda Geddis, General Manager-Consulting Practices, SunGard SCT

Credit Bureau Reporting Update [392]All Solutions SCT Loan Management System304 A (CC) U330

This session will cover the regulatory changes made to the FCRA (Fair Credit Reporting Act) by FACTA (Fair and Accurate Credit Transactions Act of 2003), reporting Metro 2 credit data to the credit bureaus using LMS/CLM, and reading credit bureau files. Product: current LMS/CLM versions

Julie Trussell, Manager-Student Loans, Auburn University

Cross Enterprise Reporting [266]SCT Banner Reporting and Distribution Tools314 (CC) T200

This session will identify some of the issues associated with cross-enterprise reporting, and provide tips and techniques for reporting across the various business areas that support colleges and universities. It will follow an example of calculating revenue and expenses by course through the process, addressing business as well as technical considerations along the way.

Attendees will be better equipped to integrate related information across the enterprise, and in doing so present a more complete picture of business activity and related dependencies and associations. The intended audience includes Institutional Researchers as well as those who support curriculum development and budget decision makers. (Information Access Maturity Level: 4)

Paul Stormo, Principal Consultant, SunGard SCT

Custom Billing Statements Using MS Access [603]SCT PowerCAMPUS Billing and Cash Receipts303 A (CC) M730

This session will describe how PowerCAMPUS billing statements are stored in the database and describe innovative ways to extract that data to create customized billing statements. This session is designed for IT Staff and/or users of the Billing and Cash Receipts module of PowerCAMPUS. Some experience with MS Access or another database reporting tool is strongly recommended.

Quinn Brueckmann, Assistant Director of Institutional Research, Georgian Court University; Len Lipkin, Product Manager, SunGard SCT

Customizing Object Access [023]SCT Banner Reporting and Distribution Tools312 (CC) T200

The Object Access (OA) views provided with SCT Banner are intended as templates to be used for designing client-specific reporting views. Pacific Lutheran University has implemented a number of modified OA views, as well as a number of custom views based on the OA methodology. The presentation will focus on a thorough discuss of these views, as well as the logic behind them. (Information Access Maturity Level: 2)

Erik DeBower, Systems Analyst, Pacific Lutheran University

Data Integrity - Testing Reports [436]All Solutions Common Interest TopicsCoral Lounge V (H) T900

An upgrade, a report or an extract for which the integrity of the information content has not been validated is a dangerous tool in any hands. However, the process of validating that information, particularly for complex information that has been transformed to address complex business issues often involves a mix of business and technical skill. This session will offer tips and techniques for supporting that testing for traditional reports as well as complex reports crossing business functions, between distributed databases or between pre-production and production databases, and between OLTP databases and reporting platforms such as the SunGard SCT Operational Data Store and Enterprise Data Warehouse. (Information Access Maturity Level: 3 & 4)

Paul Stormo, Principal Consultant, SunGard SCT Data Warehouse - Changing Culture [010]SCT Banner Reporting and Distribution Tools316 C (CC) W1200

More than three years ago Rensselaer Polytechnic Institute launched a Data Warehouse initiative to address the reporting and analytical needs of campus

leadership. Data warehouse architecture combined with web-base Executive Dash Board application accessible via Portal was built to facilitate better access to information by a broader population of campus users who are not familiar with where data is stored or how it’s coded in the operational systems. The data warehouse contains consistent, integrated, cleaned, transformed, detailed, and summarized information derived from the operational systems. The data warehouse implementation was far more than just a technical solution of supplying information to the decision makers and their staff, it brings the cultural changes that promote analytical culture placing value on information and analysis as opposed to “gut feelings”. In this presentation we will review some fundamentals of the data warehouse architecture, campus rollout strategies deployed, discuss changes and effects on policies, processes, and people. We will conclude with live demonstration. (Information Access Maturity Level: 4)

Ora Fish, Data Warehouse Program Manager, Rensselaer Polytechnic Institute

Delivering e-Procurement Success [291]SCT Banner Finance306 B (CC) W900

E-Procurement is live at several Banner institutions. Come hear a panel of clients, SCT, and SciQuest representatives discuss their experiences successfully implementing the SciQuest HigherMarkets for SCT Banner e-Procurement solution.

Vaibhav Agarwal, Senior Analyst-Procurement Systems, University of Notre Dame; Elsa Everling, Product Manager, SunGard SCT

De-mystifying Moves Management [572]SCT PowerCAMPUS Advancement303 A (CC) M1100

This session will provide an introduction to the concept of Moves Management in today's fundraising offices. The session will discuss the basic tenants of this approach to raising funds as well as how this information can be tracked in PowerCAMPUS Advancement.

Sara Barnett, Project Manager, SunGard SCT

Deploying Luminis CMS at UVSC [430]Luminis SCT Luminis Content Mgmt Suite305 A (CC) W900

Utah Valley State College (UVSC) is deploying Luminis Content Management Suite (Luminis CMS) 3.1 to manage its public and internal (portal) web content. Through their extensive search for a solution, UVSC considered a wide range of CMS solutions before choosing to implement Luminis CMS. With a diverse set of business objectives and strategic directions in the educational arena, choosing a CMS can be a daunting task. The presenters of this session will discuss the college's goals and directions surrounding the need for a CMS, the decision to use Luminis CMS as the answer, the implementation process including do's and don'ts, and the results to date. This non-technical session is intended for both IT and functional decision makers who are considering using Luminis CMS to manage portal and/or public web site content.

Nathan Gerber, Director - Web Development Services, Utah Valley State College; Judith Amsel, Luminis CMS Services Practice Manager, SunGard SCT

Deploying the Checklist [608]SCT PowerCAMPUS Admissions305 A (CC) M1100

You've started to create some Action Rules for mailing purposes. You may even use them to identify missing requirements from applicants. Come and learn about the power of the Checklist in PowerCAMPUS and IQ.Web to notify individuals of applicable tasks. Configuration of Checklists, available Checklist capabilities for scheduling, completion and follow-up in both PowerCAMPUS and IQ.Web and also available standard reports related to complete Checklist items will all be covered in this session.

Jennifer Taylor, Consultant, SunGard SCT

Detail Codes - Finance Perspective [046]SCT Banner Accounts Receivable315 (CC) T900

Learn how to set them up, categorize and test your detail codes to insure successful AR feeds to finance every time. The following topics will be discussed: • TFADETC form as it relates to Banner Finance • Setting up the GL Interface window and how it affects Banner Finance • Rule codes used in the interface • Refund codes • Clearing accounts • Testing techniques • Tips and Traps

James Keches, Principal Process Consultant, SunGard SCT

Developing Luminis CMS Templates [419]Luminis SCT Luminis Content Mgmt Suite325 A (CC) T1130

This session will introduce users to developing JSP page templates for the Luminis Content Management Suite. Describe features and behavior of standard Luminis Content Management Suite tags. Demonstrate best practices for developing templates and describe how to avoid common problems in creating and refining templates. Show how to use the template lifecycle to manage in-development and production templates. This session is designed for a technical audience.

Kevin Butler, Software Architect, SunGard SCT

Developing Workflow Applications [190]SCT Banner SCT WorkflowCoral Lounge I (H) T1130

In the current economic climate, institutions have to do more with less. The need to improve efficiency and effectiveness has never been more important. Using Workflow to automate, simplify, and direct the flow of information throughout the campus results in better business practices and more controlled processes. The effective implementation of Workflow will result in more efficient operations, increased automation and visibility of processes, process consistency, and enhanced exception handling. This session will guide you

through a structured approach to identifying, defining, developing, and implementing Workflow applications.

Coleen Santee, Director of Information Technology, Northeastern Ohio Universities College of Medicine

Direct Depositing Excess Aid-Refund [532]SCT Plus Accounts ReceivableS. Pacific Lounge II (H) M1100

Step by step instructions on how to implement a direct deposit program including student participation, information gathering, processing excess aid and refunds, explaining new screens involved, using banking software, etc.

Tim Guffey, Bursar, Tennessee Technological University

Do You Have SCT Workflow? [098]SCT Banner SCT WorkflowNautilus I (H) T1130

Have you been a Banner client prior to January 2002? If the answer is yes, you own the software license for SCT Workflow. Clients that have been using Banner for a good number of years are prime workflow candidates. You have your processes in place. Let workflow help you enhance your business. Target Audience are "mature" Banner clients interested in improving their processes that are not currently using the workflow product. Come find out what you are missing by not using SCT Workflow 4.0.

Carol Didio, Workflow Practice Manager, SunGard SCT

Don't Reinvent the Wheel [382]All Solutions SCT TracDat by NuventiveS. Pacific Lounge II (H) W1030

During this session you will see how Mercy College uses TracDat for institution-wide assessment, both administrative and academic. This presentation will emphasize how the collection and management of institutional data in TracDat eliminates the need to repeat this time-consuming exercise each time we prepare for an external assessment. Learn how Mercy College uses TracDat to gain greater efficiencies, realize cost savings, and increase faculty participation in our assessment process.

Deborah Landes, Web Manager, SunGard SCT

Duplicate Resolution [045]SCT Banner GeneralCoral Lounge III (H) T1130

Person and Non-Person Duplicates: Our Institute and many others have and are struggling with the problem of duplicates in our databases. We have been live on Banner since 1999 and have learned some lessons the hard way for minimizing the mistakes made in data input both by data loads and by the users. I presently research and resolve all duplicates in our database. During this time I have developed some guidelines for data input and audited the database to locate possible duplicates. Rose-Hulman is live in Banner with all modules therefore we resolve the duplicate in all modules at the same time. We have an in house written program that reports all the tables a given PIDM resides in as well as

how many records carry that PIDM in each table. Although my primary responsibility in Banner is to the Finance area I work closely with the users in the other departments to resolve the duplicate to everyone’s satisfaction. This has worked very successfully for us. It allows for consistency in resolution and one place for duplicates to be reported. I presented this at Summit 2003 and still receive requests for the information.

Betty Reece, Financial Systems Analyst, Rose-Hulman Institute of Technology

Dynamic Developments from the ESC [332]SCT Banner Student325 B (CC) T1130

This session will provide an insight into two recent developments from the European Solution Centre, focusing on dynamic, user configurable software solutions. These solutions take the form of the Progression Process Engine, a dynamic, 3 layer, rules engine approach to Academic Progression and the Prospects Self Service Enhancement, which provides dynamic page building and context sensitive page content for new and returning Prospects.

Richard Forrest, Manager, SunGard SCT

E-directories and Banner Support (BOF) [698]SCT Banner Advancement307 A (CC) W1030

Whether it's Banner Advancement's e-directory or a third-party e-directory there are issues of support that need to be addressed. This BOF will seek to identify what the common issues are for e-directory support. For instance, how do you maintain data standards among multiple sources of electronic information and multiple internal and external users? There are other common issues that will be identified via the BOF that can lead to stronger individual campus solutions and effective system solutions.


e~Print (BOF) [699]SCT Banner/SCT Plus SCT e-PrintIolani Suites V, VI & VII (H) W900

This is an open session for current users of e~Print to discuss/present their ideas on how they use e~Print and what modifications they would like to see in the product.

Gerard Modzel, Director, SunGard SCT; Frank Mangione, Principal Systems Analyst, SunGard SCT

e~Print - Report Distribution [040]SCT Banner/SCT Plus SCT e-PrintS. Pacific Lounge I (H) W1030

How would you like to be able to send departments their reports via the Web? e~Print is an affordable, easily deployed, and secure web-based system for presenting reports to end-users. e~Print utilizes your existing Banner or Plus security, provides “virtual bursting”, creates Acrobat PDF files, generates email notification, and archives reports to CD's. With e~Print you will save

paper, time, and money. Come and see why over 140 colleges and universities are excited about e~Print.

Frank Mangione, Principal Systems Analyst, SunGard SCT

e~Print Product Update [114]SCT Banner/SCT Plus SCT e-PrintHonolulu III (H) M730

This session is intended for users of Sungard SCT’s e~Print report distribution software or those about to implement the package. The session will be divided into three parts – first, highlights of the latest release will be presented; second, the annual satisfaction survey results will be reviewed; third, users will be asked to share their experience and suggest areas for improvement.

Gerard Modzel, Director, SunGard SCT

e~Print Single Sign on Protocol [051]SCT Banner/SCT Plus SCT e-PrintHonolulu II (H) T900

e~Print supports a shared signon protocol which can be used instead of the standard e~Print authentication. This session will describe the history of the current e~Print single-signon protocol and describes it in detail for schools considering implementation of e~Print single signon in addition.

Rita Locke, e~Print Software Engineer, SunGard SCT

e~Print -What Does that Error Mean? [043]SCT Banner/SCT Plus SCT e-PrintTapa I (H) M930

We will examine the most common errors encountered by customers in dealing with e~Print. Where to find them, what caused them and how to correct them. Go thru the steps of determining what the problem is and how to correct it. We will also examine what information is needed by the e~print help desk to help you resolve your probelms.


e~Print+Banner Optimizing Security [049]SCT Banner SCT e-PrintS. Pacific Lounge I (H) M1100

This session will define the three levels of security e~Print implements and define how these levels are integrated with Banner Finance; General; Human Resource; and Student. Optimization of security with each module will be discussed and demonstrated. The session will be geared towards new Banner customers or customers leaping from Plus/IDMS to Banner. Existing e~Print customers will find value in the second half of the presentation where optimizing Banner security is presented. The security components are integrated into Banner 5; 6 and 7 and I have been responsible for these components since their deployment in Banner 5 over three years ago.

Rita Locke, e~Print Software Engineer, SunGard SCT

E-Advising Tools to Ride the Waves [024]

SCT Banner Student324 (CC) M730

This session will focus on using multiple tools to enhance the efficiency and quality of your distance academic advising system. This session will demonstrate how using such practical tools as, an Advising QuickFlow, Luminis, imaging and simple Microsoft applications, can help deliver a unifying experience for students such that, they almost feel like they where with you face to face. With the wave of demands for distance advising, schools are forced to develop smarter ways to provide quality online services. This session will cover the unifying processes of incorporating software tools into the online Developmental Advising Model. Discussion will include the evaluation of the e-Advising services and future enhancements of the online Developmental Advising Model at Butler Community College.

Paul Kyle, Dir. of Enrollment Management, Butler Community College

Early Adopter (BOF) [640]SCT Banner/SCT Plus SCT Operational Data StoreNautilus I (H) M130

This Birds-of-a-Feather session will provide a face to face meeting opportunity for the Information Access early Adopter institutions. For those early adopters of ODS & EDW, share with SunGard SCT how the early adopter program has been effective and how it can be improved to support your implementation. (Information Access Maturity Level: 3 & 4)

Thomas Chaves, Product Manager, SunGard SCT

Easy Custom Acknowledgement System [317]SCT Banner Advancement328 (CC) M1100

Evergreen State College uses a custom-built acknowledgement system that creates acknowledgements and updates Banner with the letters that were sent via the single click of a button. This does not modify baseline Banner and works with baseline Banner acknowledgement rules. It is technically easy and customizable per institution and easy for end users. The presentation will start with an overview of the baseline Banner acknowledgement process followed by a high level discussion of the development work to create the system. Then I plan to provide information on how to customize the system for their own use. We currently are using Banner Advancement 6.1.1 and the acknowledgement system was created using MS Access 97 and has been in place since July 1, 2003.

Jo Songalia, Information Technology Applications Specialist, The Evergreen State College

EDW Future Direction [035]SCT Banner/SCT Plus SCT Enterprise Data Warehouse327 (CC) W1030

The SCT Enterprise Data Warehouse (EDW) solution gives deans, provosts, presidents, and other decision makers secure, online access to reliable historical data transformed into formats to support ease of analytical reporting and analysis. This session will look at the future direction of the EDW and layout a roadmap for the next two years. (Information Access Maturity Level: 4)

Thomas Chaves, Product Manager, SunGard SCT

Eliminate Manual Data Entry [385]Partner Solutions317 A (CC) M930

SSD, Inc, is excited to demonstrate the next generation of their Automated Data Capture Software, Axiom (formerly Easy Admit & Easy Apply). With this upgrade colleges & universities are able to fully integrate data from hand-printed applications, e-forms and tape loads directly to SCT Banner and SCT Banner XtenderSolutions. The system will validate data to ensure database compliance, as well as identify potential duplicate records and update existing records. SSD's Axiom gives the college or university the power to automate their forms processing, while being more user friendly than previous versions. SSD has been providing automated solutions to Higher Education since 1995.

Michele Myers, Director of Sales & Marketing, SSD Inc.

E-Mail and Paper Letter Generation [170]SCT Banner GeneralKalakaua Ballroom B (CC) W900

Presentation of a newly developed letter generation system, designed to support generation of electronic and paper mail. Built to coexist with Banner's letter generation system and designed to allow more flexibility and power in design and creation of letters, including support for dynamic content. The system integrates seamlessly with Banner's existing population selection system, pending letter functionality, and published material lists. Dynamic content is programmed using PL/SQL, providing considerable power and control of dynamic generation and allowing the programmer to leverage existing SCT packages and APIs.

Karl Riley, Programmer/Analyst, University of Idaho

Emerging Document Imaging Technology [680]Partner Solutions325 A (CC) M930

Learn about the latest emerging technologies in the document imaging, report management, and records management market. Find out how XtenderSolutions from EMC documentum can help you gain control over information overload, better control access to sensitive information, and help facilitate reduced operational expenses, proper retention of critical information and improve overall knowledge worker productivity. Don't miss out on learning why hundreds of Banner users rely on ApplicationXtender to help them better manage their information."

Mike Ball, General Manager, EMC Corporation

Empower Users and Consolidate Rules [471]SCT Matrix Financial AidNautilus I (H) W1030

Tulane University wanted a highly flexible approach to rule writing that would give end users a wide range of control over variable data that will change from year to year. Two examples in SAS are values of cost of attendance components and criteria used in packaging strategies. Hard coding changeable values in rules would mean extensive rewriting of rules every year. Tulane and SCT’s

solution is to build tables containing the variable data and write rules to access the data from the tables. End users update the values on the tables each year and re-upload the tables. The intended audience is both functional and technical Matrix implementation team members. The presentation is based on Matrix version 2.4. Tulane has been working on the Matrix implementation for 1 year.

Anita Dinwiddie, Functional Lead-Financial Aid, Tulane University; Kenneth Whitelaw, Principal Consultant-Matrix, SunGard SCT

End User Reporting: A Case History [124]SCT Banner Reporting and Distribution ToolsKalakaua Ballroom B (CC) T1130

This workshop is designed for both technical support, training staff, and end users. It will present a case study on how the University of Maryland Baltimore went about implementing end user reporting. The ultimate goal was users that were self sufficient and comfortable with reporting from Banner. UMB embarked on an ambitious campaign to provide their diverse end user community with reporting tools and training. From technical design considerations to training delivery, from creating “Oracle Views” to facilitating user groups, from teaching end users “technical jargon” (and technical people “users jargon”) to teaching users how to design their own queries, UMB successfully taught their users “how to fish” AND how to better ask for fish to be caught for them! Please note that UMB uses Crystal Reporting and MS Excel solutions, but the lessons here are targeted less on the reporting solutions than on how these were created and carried out. UMB used a combination of technical and training strategies to meet our customer’s needs and it is the goal of this workshop to share these with others so they can learn from our experience and come away with ideas for their own institutions. (Information Access Maturity Level: 2 & 3)

Byron "Buzz" Merrick, Banner Trainer, University of Maryland Baltimore

Engaging the Prospective Student [364]Luminis Common Interest Topics317 B (CC) M930

In February 2004, the University of Nottingham made a decision to build a prospective students portal (PSP) as an integral part of its portal strategy. Working in partnership with SunGard SCT the first phase of this development was completed in October 2004. The presentation will discuss the strategic business need for a PSP, the scope of the project and the formulation of the project team. It will incorporate both the business and technical processes used for building the solution and the benefits to date in addition to the future goals. The session is of interest to all those considering a PSP development from both the business and technical perspective as it explores all the issues related to the development.

Graham Moore, Head of Web Services, The University of Nottingham; Tom Chamberlin, Practice Manager-Luminis Integration Solutions and Services, SunGard SCT

Enhancing End-of-Term Processing [207]SCT Banner Student312 (CC) W900

End-of-Term processing can be an opportunity to manage many aspects of the Registrars Office at grade processing time. While still using the multiple steps in the delivered Banner vanilla product, we have been able to achieve checks and counter-checks by adding our own developed processes helping to maintain current policies such as repeats, pre-requisite requirements, grade substitution and graduate level academic standing. In addition, we now have ten EKU developed checks to accomplish prior to and prepare for the start of the Banner E-O-T processing. Eastern Kentucky University implemented Banner in 2000 and has regularly installed the released upgrades. Current level is Banner 6.2.

Jill Allgier, Registrar, Eastern Kentucky University

Enhancing Job Sub - Sequencing Jobs [126]SCT Banner General320 (CC) T730

Dealing with how to run resource intensive jobs in off peak hours, or running a series of jobs in sequence has always been a problem. We have developed a simple method of using the Banner job submission process to do just this. Any job, either Banner baseline or locally developed can be set up to run this way. Along with sequential, conditional execution of Banner jobs, a scheduling tool and job status monitoring tool were also developed.

Steve Weinberg, Application Systems Manager, Western Washington University; Jim Kelly, Senior Analyst, Western Washington University

Enrollment and Degree Verifications [343]Partner Solutions317 A (CC) T1130

The National Student Clearinghouse, the nation’s largest provider of enrollment verification services, has optional services to assist Registrar’s Offices in the elimination of unnecessary and time-consuming paperwork. The EnrollmentVerify service provides verifications for credit cards, health insurance, student service/product suppliers, and others. The DegreeVerify service provides an efficient, reliable and secure method of certification of college degrees earned by students. There are SCT Plus and SCT Banner interface programs that allows institutions to create the degree files necessary for the DegreeVerify service. Also a free Student Self-Service Enrollment Verification Certificate is available for students on the web 24/7.

James Bundy, Regional Director, National Student Clearinghouse; Melanie Bell, Regional Director, National Student Clearinghouse

Enterprise Architecture Services [439]All Solutions SCT Services302 B (CC) T1130

This session will articulate how employing an enterprise architectural approach can assist higher education institutions in achieving the Unified Digital Campus vision. A transitional framework and process will be described that provides a roadmap to achieving the vision. SunGard SCT has developed a series of services to assist clients in the development of an enterprise architecture, including assessing the current architecture, facilitating the development of a target architecture, guiding and facilitating the development and execution of the transition plan and assistance in evaluating the effectiveness of the plan. The goals of enterprise architecture include achievement and support of strategic

goals, alignment of business and IT initiatives, maximizing technology investments and assurance that the enterprise is agile and adaptable to changing needs and requirements. Attendees will learn how SunGard SCT provides guidance and knowledge in achieving those goals.

Rob Bailey, General Manager-Field Operations, SunGard SCT

Enterprise Identity Management [487]SCT Matrix Technical326 B (CC) T900

Identity management needs to be able interoperate in a federated digital identity landscape. This session will cover the concepts, technology and scenarios for integrated identity management and how SCT Matrix will operate in a "community" of identity management services.

Scott Tucker, Chief Architect-Matrix Solution, SunGard SCT

Enterprise Job Scheduling & Banner [276]SCT Banner Technical304 A (CC) W1200

This session will provide a brief overview of the standard AppWorx Enterprise Scheduler. The AppWorx Banner extension product will be described, and its interconnections with Banner will be discussed. The architecture of Banner job capture inside of AppWorx will be illustrated, as will the configuration of jobs for direct submission via AppWorx. While this discussion will be technical at times, it will also highlight the advantages of integrating AppWorx and Banner from an enterprise perspective. A review of Dartmouth College’s requirements of a job scheduler will be used to guide attendees through the series of decisions that have resulted in a new Banner system architecture that maximizes both flexibility and security. The session will conclude with a real-time live demonstration of Banner job scheduling, ad hoc submission and monitoring using AppWorx. This presentation is targeted toward a technical audience which may include database administrators, developers and technically-oriented managers. Attendees will learn how the AppWorx Enterprise Scheduler has been configured and customized at Dartmouth College to capture, submit, and execute Banner jobs in a secure yet flexible manner.

Rik King, Senior DBA, Dartmouth College

EPAF & Workflow - No More Paper [299]SCT Banner Human ResourcesCurrently not available at this time M130

The SCT Banner Human Resources module provides an EPAF (Electronic Personnel Action form) solution for submitting personnel actions that utilize the Employee (PEAEMPL) and Employee Jobs (NBAJOBS) forms to electronically process terminations, changes to fund distributions, salary adjustments, and leaves of absence. Coupled with SCT Workflow, both tools can leverage Banner’s full potential to maximize services offered by Human Resources. The presentation will provide an overview of UMDNJ’s analysis and identification of those processes that could utilize EPAFs and SCT Workflow, how we developed the identified processes for EPAFs and with the incorporation of SCT Workflow as determined by business process analysis, our establishment and development of a training program to facilitate the rollout of the created EPAF and SCT Workflow

processes, and the determination of a rollout schedule and team. The session will also cover specific EPAF and Workflow transactions that are used by UMDNJ.

Margorie Michele-Smalling, Manager-Human Resources Information Systems, University of Medicine & Dentistry of New Jersey; Patricia Kelly, Senior Functional Consultant - HR, SunGard SCT at UMDNJ; Daisy Maxwell, Human Resources Information Technology Coordinator, University of Medicine and Dentistry of New Jersey; Brandon Singer, Project Leader, University of Medicine and Dentistry of New Jersey

E-sign Web Forms [363]All Solutions Common Interest TopicsCoral Lounge II (H) W1030

A simple, highly portable approach to converting paper forms into Web-based transactions with routing and approval functionality. The code on which E-sign is based stores and updates form data in a database, routes the form to the next approver in a sequence, and digitally signs the form. New forms can easily be created using any HTML editor to create a basic Web page, and include a reference to the prescribed routines. This is an application that all clients can use to streamline form completion on their campus and greatly reduce paperwork. This compliments, it does NOT replace, SunGard's electronic approvals.

Bob Schneider, Director-Admin. Computing Svcs, Western Washington University

Evaluation - Beyond the Smile Sheet [067]SCT Banner Training/Professional DevelopmentNautilus II (H) T200

This session will present a methodology to capture and measure training effectiveness, success and value. It will explain the levels and dimensions of evaluation. A methodology to conduct a training benefit/cost analysis will also be presented. Participants will receive sample course development and training evaluations representative of Kirkpatrick's Four Levels of Evaluation as well as tools to demonstrate training's value. Participants will walk away with the tools to develop a training evaluation strategy in their organization.

Maria Myers, IT Training Coordinator, University of the Pacific; Heidi Meyers, Director of Development-Education Practices, SunGard SCT

Event Management Success Story [038]SCT Banner General313 B (CC) M930

Learn how we have become successful users of the Event Management Module for student events. This presentation will go through the setup of events, tracking of registration and attendance. How we then built the Self-Service package to allow students to register for events. At the end we provide users with reports to show event attendance to help with their planning. We did not modify base-line Banner, but we did add on functionality.

Maura Woods, Director-Applications Development, St. John's University

Everywhere E-Pay [461]Partner Solutions304 B (CC) T730

Electronic payments aren’t just for the web. This session will include a discussion on developing a complete electronic payment strategy. Discussion points include online credit card payments and an understanding of how schools can take advantage of new electronic check classifications and begin offering check payments via the web (WEB) and your cashiering system too, including Accounts Receivable (ARC) and Point of Purchase (POP) checks. Learn the latest payment strategies for reducing paper checks, improving efficiency, and lowering transaction cost with in the business office.

Dianne Fanning, Director of Marketing-Product Management, TouchNet Information Systems Inc.

Evisions Product Update [681]Partner Solutions324 (CC) T900

See the latest from Evisions, developers of FormFusion and IntelleCheck. With more than 700 Banner clients worldwide, there's a lot going on! See pre-release versions of their exciting new 2.0 versions of both products, and catch a client case study to model best practice strategies. There's information here for clients and prospects alike!

Jennifer Vernacotola, National Solutions Manager, Evisions, Inc.; Kevin Jones, President, Evisions, Inc.

Excel for SunGard SCT Users [340]All Solutions Common Interest TopicsKalakaua Ballroom B (CC) W1200

This session demonstrates some of the most efficient and easy-to-learn features of MS Excel - the “cool tools.” A Summit 2002, 2003, and 2004 favorite! Learn about Excel’s automated data selecting feature and how Excel’s analysis tools can help you write/request better queries. Learn to use: AutoFilters, Custom Filters, Subtotals, Sort data with the Toolbar and the Menu Bar, Copy Worksheets, Freeze Panes, Chart Sheets/Chart Templates, and Pivot Tables. Split text into multiple columns and how to identify duplicates. Many tips and tricks. A 20 page handout is included.

Byron "Buzz" Merrick, Training Specialist, University of Maryland Baltimore

Exploring 10G Enterprise Manager [071]SCT Banner Technical313 B (CC) M1100

I will explore and show you the experience I gathered installing and using the new 10G Enterprise Manager in a LINUX environment.

Emilio Mejares, Analyst/Programmer/DBA, Cal State San Marcos

Extend the Unified Digital Campus with SunGard SCT Partner Solutions [449]All Solutions Common Interest Topics308 A (CC) W1030

Through the SunGard SCT Partner Program, SunGard SCT works with leading industry vendors to offer a complete range of Unified Digital Campus solutions. At this

session, we will review current SunGard SCT partner solutions and preview our future partnership plans.

Jeff Jones, General Manager Business Development, SunGard SCT

FA Integration With all of Banner [234]SCT Banner Financial AidTapa I (H) T1130

Financial Aid Integration with all other Modules. How when and where does financial aid touch other Banner systems in the configuration of the financial aid system. The intended audience is financial aid functional staff.

Gary Doll, Senior Process Consultant Financial Aid, SunGard SCT

Faculty Load Reports and Extracts [260]SCT Banner Student313 B (CC) T900

The CT Community-Technical College System uses the Faculty Load module to track full and part-time faculty who are members of four different bargaining groups. This presentation will provide an overview of our use of the module as well as a review of approximately 20 custom reports that were created to support the FL users within our 12 College System. This presentation is based on version 6.2 and we do not at this time use Open Learning Registration (OLR). Attendees should have familiarity with the Faculty Load module and its relationship to Banner Catalog and Schedule.

Nancy Melnicsak, Senior Functional Support Analyst, Connecticut Community-Technical College System

FASB and You - FASB 116 and 117 [571]SCT PowerCAMPUS Advancement303 A (CC) U330

This session will explore the many wonders of FASB and how FASB 116 and 117 are critical to sound financial accounting of Advancement operations. Discussion will focus on how this data can be tracked and reported upon in PowerCAMPUS Advancement.


FBM070 - The FRS Plus Report Writer [537]SCT Plus Finance318 A (CC) T200

Learn more about one of the standard reporting tools at your disposal for financial statements and schedules from FRS Plus. Find out how the features of this program have helped scores of institutions over many years prepare their annual reports and many internal schedules that are sometimes difficult to construct using other tools. Ken's 20 years of experience can help answer your questions about optimal usage of this report writer and help solve your FBM070 quandries.

Ken Roush, Principal Functional Consultant, SunGard SCT

Featured Workshop (#1) [660]

All Solutions Common Interest Topics310 (CC) M130

SunGard SCT is delighted to welcome back noted author and lecturer Dr. Bertice Berry. At Summit 2005, Dr. Berry will host three professional development workshops. More detailed information about these sessions will be provided at a later date. All sessions will be held in the Lili’u Auditorium (room 310) in the Hawaii Convention Center. Attendance at these sessions will be limited to 450 attendees. Seating preference will be given to registrants who used the on-line schedule builder to sign up. To learn more about Dr. Berry, please visit her Web site: http://www.berticeberry.com.

Bertice Berry, Sociologist - Author - Lecturer – Educator

Featured Workshop (#2) [661]All Solutions Common Interest Topics310 (CC) T900



Featured Workshop (#3) [662]All Solutions Common Interest Topics310 (CC) W1200



Federal Perkins Update [362]All Solutions SCT Loan Management System306 B (CC) M130

This discussion will cover the latest policy changes covering the Perkins Student Loans.

Pam Moran, Office of Postsecondary Education, Department of Education

Fee Assessment Tools and Tips [220]SCT Banner StudentKalakaua Ballroom B (CC) T900

http://www.berticeberry.com/

http://www.berticeberry.com/

This session will provide an overview of the basic principles of Banner Student Fee Assessment with some functional and technical methods for querying results, troubleshooting and problem solving. We will look at some ways to modify rules to help take advantage of the new features provided since the Banner 6.0 release. The overview will cover common questions about fee assessment, and will review basic rules, forms and processes, highlighting enhancements made in the past year and those in development. Some examples and discussion of best practices will be included. Representatives of the Banner Student Development team will be present to assist with questions and troubleshooting tips.

Tim Johnson, Senior Functional Consultant, SunGard SCT

FERPA - It Impacts the Institution [352]All Solutions Common Interest TopicsKalakaua Ballroom C (CC) W1200

With an institution wide information system such as Banner/Plus/PowerCAMPUS there can be FERPA covered data which is accessible to any person with access to the system. A presentation as to how FERPA impacts the information employees of educational institutions can release about a student/alum to parents.

Richard Carpenter, University Registrar, Ohio Northern University

FinAid New Clients & First-time Attendees [139]SCT Banner Financial Aid301 B (CC) U1000

Are you new to the SCT Banner Financial Aid family? Is this your first time at Summit? Join SunGard SCT and your peers to learn more about resources available to you from SunGard SCT as a new client. For the first time attendee, we’ll share some ideas and tips on how to get the most of your first Summit conference.

Audrey Clay, Senior Process Consultant, SunGard SCT

Final Exam Scheduling - Our Solution [053]SCT Banner Student314 (CC) M130

Final exam scheduling is a serious issue and merits a session all by itself. This is it! See how the University of California, Davis campus created a Final Exam Scheduling Process. With 30,000 class sections per term a process was necessary! We will discuss new tables and columns we added to Banner and new forms and processes we created to schedule Final exams. Banner 5.x/6.x 12 years Banner experience (beginning with Banner 1.8)

Kenneth Komoto, Programmer VI, University of California-Davis

Finance Business Content in ODS [134]SCT Banner FinanceS. Pacific Lounge I (H) T1130

Discuss the business content of Banner Finance and it's representation in the ODS and EDW. Look at how information is represented in ODS and EDW and how it got there from Banner. A look at sample types of reports that can be generated from ODS & EDW based on the business content. Look at how the ODS & EDW can be enhanced to support additional operational reporting needs.

Deb Colella, Principal Consultant, SunGard SCT

Finance New Clients & First-time Attendees [289]SCT Banner Finance316 B (CC) U1000

Are you new to the SCT Banner Finance and AR family? Is this the first time you are attending Summit? Join your SCT Banner Finance and AR team and your peers on Sunday morning to learn more about the services and resources available to you from SunGard SCT as a new client. And, if you are a first time attendee, we’ll share some ideas and tops on how to traverse your first Summit conference.


Finance Self Service Budget Planner [041]SCT Banner Finance313 A (CC) W1030

The session will review the set up and use of the Finance Self Service Budget Planner released in version 6.0. Topics to be covered include enabling users, security, processing budget scenarios, locking and unlocking access to proposed budgets, and review of proposed budgets. Session is intended for Finance and/or Budgetary personnel responsible for annual budget development and end user interfaces. The presenter was involved in the development of the enhancement from start to finish.

Gary Houck, Senior Process Consultant, SunGard SCT

Financial Aid Business Content in ODS [287]SCT Banner Financial Aid318 A (CC) W1030

Introduction to SCT's Information Access Solution targeted specifically for the Financial Aid report writers. Introduction to ODS/EDW Architecture ODS Views GTVSDAX Reporting templates Demonstration of ODS with MS Access 2000. (Information Access Maturity Level: 3)

Julie Poulin-Handy, Financial Aid Consultant, SunGard SCT

Financial Aid Deferments via Web [235]SCT Banner Financial Aid325 A (CC) W900

Reduce your financial aid lines during the weeks leading up to final payment by offering students the opportunity to request a financial aid deferment via the web. Using a home-grown application that is integrated into the self-service environment Purdue University Calumet students were able to complete the deferment process via the web in a matter of minutes. During this session we will demo our successful web-based Financial Aid Deferment process.

Mary Bishel, Director-Financial Aid and Student Accounts, Purdue University Calumet; James Stange, Web Project Leader, Purdue University Calumet

FISAP [152]SCT Banner Financial AidTapa II (H) T1130

This session will provide detailed level information about FISAP processing within the SCT Banner Financial Aid software for annual US reporting requirements.

Kathy Blattner, Consultant, SunGard SCT

Fixed Asset from Set Up to Disposal [189]SCT Banner Finance314 (CC) W1200

The session will review the Banner Finance Fixed Asset module from establishment of Chart elements to disposal of assets. Other topics will be purchasing, invoice, adjustments (including non-invoice transactions via journal voucher, stores issue tickets) and write offs. The session is intended as review/overview of the most common fixed asset transactions.

Gary Houck, Senior Process Consultant, SunGard SCT; Treee Kreutz, Finance Consultant, SunGard SCT Fixed Assets and GASB Reporting [044]SCT Banner Finance313 C (CC) M1100

The session will review several options to consider to record and adjust Banner Finance to comply with the full accrual accounting required in GASB reporting. Topics covered include Fixed asset set up, GASB attribute associations, and GASB adjustments using FGARCLE using Banner Finance 6.x. This is intended for persons responsible for preparing the GASB Financial statements.

Gary Houck, Senior Process Consultant, SunGard SCT

FOCUS Dialogue Manager - The Basics [509]SCT Plus Reporting and Distribution Tools325 B (CC) M130

FOCUS Dialogue Manager Statements provide an extremely useful tool to make flexible FOCUS programs that are easy for the end user to submit and run without needing to modify the program itself. However, there are some key considerations that must be kept in mind when using the FOCUS DM statements. This session will describe what FOCUS Dialogue Manager Statements are, key considerations to keep in mind when using FOCUS DM statements, and how your programs can be more flexible by incorporating FOCUS DM statements. This session is intended for FOCUS users with little or no FOCUS DM statement experience. While FOCUS DM statements will cross different platforms, examples and experiences will be based on an IBM/MVS system.

Alan Shryock, Director-HRIM, Oklahoma State University

Formatting Reports in FRx [578]SCT PowerCAMPUS Finance/Great Plains307 B (CC) M130

Tools/Tips/Tricks for preparing Financial Statements using the FRx Reporting application to achieve optimal results. Using Advanced Features of FRx Reporting Tools to develop Financial Reports linking data from multiple sources.

Michael Peck, Senior Consultant, SunGard SCT

From Naught to 3 In One Jump [511]SCT Plus Technical325 A (CC) T200

This session will review the steps needed and the considerations given in our decision to go from pre-Option 1 to Option 3 in one jump. Additionally, Mike will present the roadmap used by Hobart and William Smith Colleges on how it was accomplished in one weekend. A similar approach was taken by New Jersey Institute of Technology, which will be presented by Prema Teklinski.

Michael McGuire, Systems Administrator SIS, Hobart and William Smith Colleges

From the Mouths of Babes [367]Luminis E-Learning325 B (CC) M930

A study conducted over 7 semesters teaching 180 students each semester supports undergraduate students’ preference regarding learning with technology is the hybrid (blended or augmented) approach. Students want the personal connection in the classroom yet understand the benefit technology can bring to the learning experience. Luminis offers a robust environment that enhances the reach, timeliness and effectiveness of human communication in every aspect of instruction, research, public service and institutional management. This session will present an executive summary of the research conducted and demonstrate how the Luminis environment tools support the hybrid learning environment and the adoption trends of teaching and learning with technology.

Karen Peters, Account Manager Michigan, SunGard SCT; Ted McAleer, Sr. Practice Director-Luminis Technical Services, SunGard SCT

Funds Integration & Reconciliation [233]SCT Banner Financial Aid313 C (CC) T730

Financial Aid funds integration and reconciliation, from Financial aid to Accounts Receivable and Finance. Also explore the links to advancement, this session will benefit the financial aid staff understanding the movement of money from financial aid to accounts receivable and finance and back.

Gary Doll, Senior Process Consultant Financial Aid, SunGard SCT

FUPLOAD'n Your Way to Success [223]SCT Banner Finance314 (CC) W900

This session will demonstrate how to generate and load journal vouchers as flat files for application in areas such as general encumbrances, cross-campus data entry, monthly JV templates, and endowment conversion. An Excel template and the FUPLOAD process will be combined to upload data into Banner Finance. Setup issues and technical issues will be addressed.

Andrew Unger, Finance Consultant, SunGard SCT

Generic Interfaces [482]SCT Matrix Technical

326 A (CC) T900

Explain the concept of generic imports/exports and how they simplify interface requirements. Provide details about the SMS generic import and the SBS transaction imports as well as our plans for SSS.

Barbara Shaffer, ISIS Executive Project Director, Johns Hopkins University

Get Integrated with SCT Workflow [179]SCT Banner SCT Workflow317 B (CC) T730

This session highlights integration touch points between SunGard SCT Workflow and other SunGard SCT solutions. Most notably, Luminis (portal) and BXS (document management) integration will be covered. Attendees will gain a functional understanding of how to high-value SunGard SCT components combine to create a solution greater than any single part.

Mike Brzycki, Principal Software Engineer, SunGard SCT

Get Your Hands on SCT Workflow (HOT) [171]SCT Banner SCT Workflow319 B (CC) T200

In this hands-on session attendees will get to interact and work with the SCT Workflow solution. Whether you are a seasoned Workflow user or just curious about the product - join us to learn and play with SCT Workflow. An experienced instructor will take you through exercises designed to introduce you to the functionality of the SCT Workflow product. You will learn how to build and run a Workflow process and much more! Note: attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the on-line schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-serve basis.

Anita Desai, Business Analyst, SunGard SCT

Getting More from your SCT Banner Systems [297]SCT Banner SCT Services313 B (CC) T200

Are you certain that your institution is using all the features of your administrative systems in the most efficient manner, and that you're keeping pace with all the new capabilities? Join us as we present real-life examples of the use of system features that are commonly under-utilized, and discuss tips to help you to get the most from your investment.

Charlie Page, Principal Process Consultant, SunGard SCT

Getting Ready for Data Integration [133]SCT Banner SCT Services317 A (CC) T200

Data integration supports a number of SunGard SCT and third-party products and is a central component of building the Unified Digital Campus. Whether you will implement data integration in Banner 6.x or 7.x, for Luminis alone, e-learning, e-procurement or e-whatever, there are a number of common issues and decisions

to be made. This session will address preparation and readiness for data integration, whether as a new data integrator or one moving from an older data integration technology to the latest and greatest (Banner 7.1 and beyond)!

Randy Nichols, Principal Consultant, SunGard SCT; Suzanne States, Sr. Technical Consultant, SunGard SCT

Getting the Most Out of Magic Easel [580]SCT PowerCAMPUS General305 A (CC) T1130

Learn how to hide fields; move them around; change their name; get them to default; and more using Magic Easel!

Jennifer Taylor, Senior Functional Consultant, SunGard SCT

Gift Processing [582]SCT PowerCAMPUS Advancement303 A (CC) M930

This session will focus on one way to do gift processing with different examples of some gifts.

Lisa Sipe, Records and Research Manager, Saint Martin's College

Gift Societies are Easy! [135]SCT Banner Advancement318 B (CC) M930

Gift Societies make donor recognition easy by allowing an institution to define precisely what criteria will be used for each Society, including gift amounts, designations, donor codes, campaigns, xref, gift types, preferred class, etc. This session will go through all the steps necessary to build a Gift Society (or Societies) from the ground up. No computer programming knowledge is necessary; the module is designed to be used by any Banner user. Those who have not yet started using the Gift Society module will benefit most, but other users will probably pick up some useful tips as well.

Bob Marr, Senior Data Analyst, Michigan Tech Fund

Going Live with PocketRecruiter [249]SCT Banner SCT PocketRecruiter308 B (CC) W1030

Oakland University recently implemented the Sunguard SCT PocketRecruiter environment. PocketRecruiter allows recruiters to download prospective student's information from Banner and update or create new prospective students which would then be uploaded into Banner at a later time. This presentation will provide information on the installation, implementation and the Admissions experience using the iPAQ pocket pc's. Both Admissions and technical clients will benefit from this presentation.

Lori Tirpak, Sr. Systems Analyst/Team Leader, Oakland University; Mary Alore, Enrollment Management Systems Analyst, Oakland University

Graduate and Professional Schools (BOF) [701]SCT Banner General

306 A (CC) W1030

This is the second BOF for the GPBUG user group (BGRADPROF listserv). This BOF is a good opportunity to ask questions and share information with other Graduate and Professional Schools. If you have issues that you want to discuss or wish to meet your peers, please plan to attend the Graduate and Professional Schools BOF.

Deno Tufares Jr., SIMS Functional Analyst, University of Maryland Baltimore

Grant Accounting Overview & Billing [664]SCT Banner FinanceCoral Lounge V (H) T200

This session provides an overview of the area of Grant Management. It will address the creation of grants and grant budgets to the set-up and calculations of F&A. Event reminders and notifications will also be reviewed as well as the creation of bills, the entry of payments and the execution of grant reports.

Denise McGarry, Principal Consultant, SunGard SCT

Growing Banner Trainers [328]SCT Banner Training/Professional Development327 (CC) M730

When preparing for your Banner implementation, where do you find the experts to train? Banner trainers don’t grow on trees! But, the good news is they can be found all around you. This presentation will explore a variety of approaches to select and develop Banner trainers in a cost effective way that will contribute to building internal Banner expertise. From all the methods we review, you will be able to find an approach for you. Come and discuss this common problem and takeaway solutions for your Banner roll-out.

Susan Flanagin, Associate Director of Training and Organizational Readiness, University of Illinois; Karen Oliver, Associate Director of University Human Resources, University of Illinois

GTVSDAX - How it Affects Reporting [295]SCT Banner Reporting and Distribution Tools315 (CC) W1030

This session will discuss the use of the ObjectAccess views and how the proper completion of GTVSDAX is KEY to obtaining the correct information on your reports. ObjectAccess concepts and GTVSDAX will be discussed. Also a discussion of how GTVSDAX affects the MGRSDAX that is used in the Operational Data Store will take place. A few basic views will be looked at to show how the components of a view and how you can modify existing views to suit your institutions needs. Also the ODS composite views that exist in Banner Base line will be discussed and how they can be used for reporting will be discussed. This will relate to Banner 6.x and is applicable to all persons who will be working with the ODS or the ObjectAccess Views and reporting from Banner. (Information Acess Maturity Level: 2 & 3)

Joanne Keys, Principal Functional Consultant, SunGard SCT

Handling Legacy Data in Matrix [491]

SCT Matrix Financial Aid326 A (CC) T200

This session will discuss the concept of handling legacy data in Matrix 2.4.x for a staged modules development and implementation in order to support rules writing and business process for SAS without SMS, SSS and SBS modules. This is intended for technical people but is beneficial for functional users in understanding the concept of using legacy data in Matrix. The topic covered will be technical concept of legacy data, not in-depth detail of technical codes.

Van-Ha Tran, SAS Technical Team Lead, Tulane University; Bryan Stroebel, Applications Developer II, Tulane University

Hands-on Great Plains Integration (HOT) [591]SCT PowerCAMPUS Finance/Great Plains321 A (CC) T1130

A practical lab on setting up; using; monitoring; and troubleshooting PowerCAMPUS 5.0 and 6.0 integration(s) with Great Plains (7.0 – 8.0). Business office staff will have the opportunity to test drive the workflow process and see integration in action. System Administrators can use the lab to walk through setup and activation of the Chart of Accounts; People/HR Payroll (5.0) and Payroll Deduction (6.0) Integrations and learn how to use SQL Enterprise Manager to troubleshoot replication/integration problems. System Administrators will get a first-hand overview of the tools and resources available for maintaining the integrations; and gain confidence as they experiment with integration on a test database before they implement at their home campus. Attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Trent Schneider, Integration Developer, SunGard SCT

Hands-on Imaging - XtenderSolutions (HOT) [163]SCT Banner Xtender Solutions319 B (CC) M130

An opportunity to work with Banner XtenderSolutions, under the guidance of SunGard SCT staff. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Stephen Grim, Sr. Business Analyst, SunGard SCT

Hands-on the SCT EDW! (HOT) [036]SCT Banner/SCT Plus SCT Enterprise Data Warehouse319 A (CC) W1200

This session will allow participants to have hands on experience with SCT's EDW (Enterprise Data Warehouse) and see how this solution can assist an institution meet it's trend and analytical reporting needs. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating

may be available on-site on a first-come, first-served basis. (Information Access Maturity Level: 4)

Thomas Chaves, Product Manager, SunGard SCT; Bruce Reed, Senior General Manager, SunGard SCT

Hands-on the SCT ODS! (HOT) [034]SCT Banner/SCT Plus SCT Operational Data Store319 A (CC) M730

This session will allow participants to have hands on experience with the SCT ODS (Operational Data Store) and see how this solution can assist an institution meet it's reporting needs and set a foundation for expanding who can generate reports. (Information Access Maturity Level: 3) Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Thomas Chaves, Product Manager, SunGard SCT; Bruce Reed, Senior General Manager, SunGard SCT

Hang Ten with Luminis Portal & CMS [442]Luminis SCT Luminis Content Mgmt Suite304 B (CC) T900

Taylor University is a small, private Christian liberal arts university located in Upland, Indiana. At the administration’s request, the Information Technology group began deployment of the CMS Version 2 during a major redesign of Taylor’s public website. Thinking outside the box, we attempted to implement a highly technical solution that met our needs but, unfortunately, proved less than user friendly. We soon learned why very few schools had attempted this task. As our redesign continued, we considered migrating our website to the current CMS Version 3, thereby achieving a more decentralized publishing model. In the midst of all this, we also began the deployment of the Portal to our on-campus constituents, as well as prospective students and alumni. Ian Blair, Manager of Online Services, Taylor University; Michael Rivera, Lead Analyst/Developer, Taylor University

Hardware Load Balancing for INB [155]SCT Banner Technical306 B (CC) W1200

This session will present a discussion of basic principals of hardware load balancing as it applies to the implementation of Internet Native Banner. The presentation will cover general concepts such as SSL termination/acceleration, mechanisms for session tracking, failover scenarios, and implications for configuring INB. While these concepts will be discussed in a general manner applicable to many different environments, examples will be specifically taken from the application of a Cisco CSS11000 series load balancer in a small school, ~4000 FTE environment. The information covered will be specific to our implementation for Banner 6.x on Oracle Application Server 1.0.2.2 but the core concepts should be equally applicable to later versions.

James Gutholm, Systems Specialist-DBA, The Evergreen State College

Help! I Need to Train a University [013]SCT Banner Training/Professional Development

316 A (CC) M930

So, you need to train an entire university on Banner? Don't know where to start? Come to this session to see the training model that the University of St. Thomas has implemented. This presentation will cover the training model from committee meetings to the training lab. This is a repeat session from last year's Summit with GREAT enhancements including previewing some of our online training videos, quick reference sheets and documentation.

Linda Dorn, Department Systems Specialist, University of St. Thomas

Helpful Hints for new PCUG Users [588]SCT PowerCAMPUS Billing and Cash Receipts305 A (CC) U330

LCU uses PowerCAMPUS 5.1. I have been a user since 2001 and a setflow administrator for billing/cash receipts for over a year. I hope to show new users some shortcuts and pitfalls to help them use PowerCAMPUS to its best potential. I also want to include a sharing time at the end so that we may benefit from each others' experiences using PowerCAMPUS.

Lorna Smith, Student Accounts Advisor, Lubbock Christian University

Helping to Ensure Employees Privacy [505]SCT Plus Human ResourcesTapa I (H) T900

Join us for a discussion of the Alternate ID (CWID) enhancement for Plus HRS (planned released 1st Qtr 2005). This discussion will address the use of a Campus Wide ID (CWID) that can be implemented to protect the SSN of your employees. Discussions will include overall design considerations.

Les vonHolstein, Plus Development, SunGard SCT

Highlander Pipeline-The Why and How [463]Luminis Common Interest Topics304 B (CC) T200

This session looks at both the business case and technology strategy for Highlander Pipeline, New Jersey Institute of Technology’s campus portal, now supported with the Luminis product family. NJIT was an early adopter of the Campus Pipeline portal under its initial sponsorship program. Quickly recognizing the community building power of a portal with single sign-on and personalization capabilities, NJIT positioned Highlander Pipeline as the centerpiece for building its unified digital campus. Today Highlander Pipeline now provides role-based portal services for admitted and enrolled students, faculty, staff, and alumni. Luminis content management technologies allow for a unified representation of content among internal and external websites, building a stronger, and more unified brand presence. Repurposing content among internal and external websites and other applications saves web publishing time and best targets content to its appropriate audiences. Integration technologies allow home grown and third-party applications to be easily added to the Highlander Pipeline experience. This session is intended for both functional and technical managers looking for ways to leverage portal and content management technologies at their respective institutions.

David Ullman, Associate Provost, New Jersey Institute of Technology

Hints for Success in Banner Implementation [150]SCT Banner General312 (CC) T900

This session is intended for those who are wondering what they can do to help their institution prepare for a migration. Join me for a review of the things that Ramapo College did to inform and get input from their users about a move from Plus to something new. From Project Team Organization to technical training, I will share our experience with you. I'll point out the things we did absolutely right! and discuss How to stay focused and understand everyone's perspective.

Donna Singer, Director of Admin and Critical Systems, Ramapo College of New Jersey

Hiring New Employees with Workflow [338]SCT Banner SCT Workflow320 (CC) W900

La Sierra University is implementing a workflow to hire new university staff and faculty, using electronic (paper-less) rate slips. This presentation describes the process of gathering the requirements, designing the business process, and testing the workflow.

Denny Lin, Workflow Programmer/Analyst, La Sierra University

Householding in Advancement [292]SCT Banner AdvancementHonolulu III (H) T1130

Pacific Lutheran University, working with SunGard SCT, modified baseline Banner to allow users to update addresses tied to a particular address type for all household members with a click of a button. One no longer has to manually visit the address record of each family member to update an address. From any family member's address record of a given type, one can view the corresponding addresses and primary phone numbers for the other household members. Records are clearly marked to show which addresses differ from the current address. Users select with a checkbox whether or not to update differing records. Since the new address and telephone APIs are available in our current version of Banner 6, all address and telephone inserts and updates are made using these APIs. Anyone using Banner Advancement who is interested in householding and address/phone number maintenance is invited.

Lennie Sutton, Systems Analyst, Pacific Lutheran University

How Banner 7.0 Impacts Advancement [304]SCT Banner Advancement312 (CC) T730

This presentation provides an overview of the deliverables of Banner 7.0 within the Advancement solution. Examples and details regarding the effects of common matching, value based security, the new user interface, channels and on-line help enhancements will all be highlighted in this session. How Luminis Platform, ODS/EDW, Xtender Solution and Workflow enhance the Banner Advancement 7.0 product to provide a robust, flexible and dynamic Advancement Solution. If you need a big picture view of the changes delivered with Banner Advancement 7.0

this is the session to attend. Reference to more detailed functional sessions provided at Summit will be provided.


How to Build SCT Plus Rate Tables [529]SCT Plus Accounts ReceivableHonolulu I (H) T900

This session will show how to build SCT Plus B/R Rate Tables, and will discuss: Overview of Rate Tables; Rate table arguments; How Calendar Table relates to tuition calculation; How Rate Tables are Loaded; Rate Table Modeling.

Paul Strom, Principal Consultant, SunGard SCT

How to Harness an Octopus! [282]SCT Banner Student302 B (CC) W1200

The Graduate Admissions process has been described as an octopus whose unwieldy tentacles seem to be unmanageable. At Georgia Institute of Technology, we have developed new business processes for managing graduate applications and data that have, to a large extent, put a "rubber band around the octopus". Controlled flexibility best describes our new system. This session will provide information about the issues that lead to the development of our new system, the overall plan and subsequent campus-wide implementation. Also, we will discuss the use of several products and software solutions which have been adapted for integration with Banner to streamline these processes not only in the central office, but in program offices across campus. The cost-effectiveness, ability to provide better customer service to our program offices and applicants, and the ability to better manage enrollment through these processes will also be discussed.

Gail Potts, Director-Graduate Admissions, Georgia Institute of Technology

How to Modify the SunGard SCT ODS [052]SCT Banner/SCT Plus SCT Operational Data Store306 B (CC) M730

This session is designed for technicians wanting to know details of how to apply enhancements to the SunGard SCT Operational Data Store (ODS) for the Oracle database and the Banner administrative systems. A thorough technical definition of the architecture will be reviewed to include topics about triggers in the Banner system; incremental refresh; Oracle Warehouse Builder (OWB) ETL mappings and the tables; packages and views of the physical ODS itself. Other items discussed will include SunGard SCT's recommended methods for applying enhancements and ways to prevent any overlay of client applied code by Banner and ODS upgrades. (Information Access Maturity Level: 3)

Mike Clouser, Senior KS Developer, SunGard SCT; Deborah Yates, Sr. Programmer Analyst, SunGard SCT

How to Plan Your Move from Plus to Banner [103]SCT Banner LEAPS. Pacific Lounge II (H) W1200

Moving from a legacy system to Banner raises all kinds of issue. An important topic to consider is how to “retool” you IT department to meet the new challenge. From Hardware required, software licenses, staff training, user training to institutional culture changes, we will discuss the many different things that need to be considered. Planning and a pro-active approach to what you should consider will be discussed in this session. Presenters are Donna Singer, Project Lead for Ramapo College of NJ and Eveline Taylor SCT remote DBA for that site. Donna has significant experience in Project management and in Information system implementations/migrations and Eveline is a recognized expert in DBA management. Ramapo College is a PLUS user migrating to Banner, they are currently live on Banner 6 for Finance, HR and Advancement. Student/ Financial Aid will be coming live for Fall 2006. This session will benefit Project Managers, Technical Managers, and IT staff.

Donna Singer, Dirctor of Admin Computing/Critical Systems, Ramapo College of New Jersey; Eveline Taylor, UNIX Admin/DBA, SunGard SCT

HP’s BCS: Still Exceeding Expectations! [711]Partner Solutions304 B (CC) M930

Business Critical Servers (BCS) and its partners support educationcustomers' most demanding business requirements -- creating innovativeproducts and solutions that provide campuses with the lowest total costof ownership through giving them better choice and flexibility andassuring stability and security in the places that matter most. Duringthis session, we'll review the Integrity Server Roadmaps for Linux,HP-UX 11i, OpenVMS and Windows.

Bob Blatz, Director of Marketing for BCS, HP

HR Business Content in ODS [106]SCT Banner Human Resources318 A (CC) W900

Looking to pull more meaningful information from your SCT Banner HR system through reporting? SCT’s Information Access initiative offers a number of solutions for your reporting needs. This session will focus on the business content of SCT Banner HR and it's representation in the Operational Data Store (ODS) and Enterprise Date Warehouse (EDW). Attendees will see how information is represented in ODS and EDW and how it got there from Banner, sample types of HR and Payroll reports that can be generated from ODS and EDW, and how the ODS and EDW can be enhanced to support additional operational reporting needs. (Information Access Maturity Level: 3)

Charles Westfall, Principal Consultant, SunGard SCT

HR New Clients & First-time Attendees [117]SCT Banner Human Resources313 B (CC) U1000

Are you new to the SCT Banner HR family? Is this the first time you are attending Summit? Join SunGard SCT and your peers on Sunday morning to learn more about services and resources available to you from SunGard SCT as a new client. And, if you are a first time attendee, we’ll share some ideas and tips on how to traverse your first Summit conference.


HR/Finance Grants Management [703]SCT Banner Human Resources318 B (CC) M1100

As part of ongoing development efforts with SCT Banner HR and Finance, join SunGard SCT Development staff in an open, brainstorming session regarding requirements and needs for Grants Management within HR/Position Control.

Charles Westfall, Principal Consultant, SunGard SCT; Denise McGarry, Principal Consultant, SunGard SCT

HRSA Campus Based Program Update [360]All Solutions SCT Loan Management SystemSea Pearl I & II (H) T730

An overview of the HRSA campus based programs: HPSLs, SDS, LDS, NSL, PCL, etc. Discussion will also cover the latest policy changes.

Tyson Nakashima, Acting Chief, Campus Based Branch-Dept of Health and Human Services

Identity Management During LEAP [055]SCT Banner LEAPTapa I (H) T730

During a LEAP; mangaging identities in Luminis can present some challenges. This session presents an overview of the Identity Management issues involved in integrating Luminis with both Plus and Banner during a LEAP; and what SunGard SCT can do to assist you in making sure these challenges don't become overwhelming. This session is intended for all Plus clients who are either considering or have begun a LEAP to Banner. Both functional and technical members of your LEAP team will benefit from this session.

Robert Coon, Technical Consultant, SunGard SCT

Imaging - McGill's Admission Solution [093]SCT Banner Xtender SolutionsNautilus II (H) T1130

A key ingredient in creating a top-notch educational institution is attracting and retaining outstanding students. Driven by a desire retain the best applicants and improve customer service, McGill University’s central admission office moved from a paper file admissions process to the Xtender Imaging solution. The Xtender Solutions technology facilitated a rapid change in processing of admissions applications. Turnaround time for decisions improved dramatically and communication with the applicant was enhanced. Vast spin-off operational benefits to the internal functioning of the institution resulted.

This session will take the audience step-by-step through the project process from pre-implementation to post-implementation.

Laura Lavergne, Manager-Admissions System, McGill University; Dan O’Connell, ICS Trainer/Instructional Designer, McGill University

Imaging - Physical to Functional [281]SCT Banner Xtender Solutions324 (CC) T730

Moving to a digital imaging environment cannot be done overnight. For the past two years, Graduate Admissions at Georgia Institute of Technology has been progressing toward a paperless environment which largely involves the use of SunGard SCT's Xtender Solutions products. This session will provide information concerning considerations such as work areas, equipment and training tools. Additionally, structural considerations such as timelines, flowcharts, and the examination of business practices will be discussed. Finally, an overview of managing campus-wide "buy-in" will be given.

Gail Potts, Director-Graduate Admissions, Georgia Institute of Technology; Brian Williams, Information Systems Coordinator, Georgia Tech

Imaging - SCT BXS Product Update [200]SCT Banner Xtender SolutionsHonolulu III (H) M1100

Come learn what is new and exciting in SCT Banner XtenderSolutions! New enhancements along with coming capabilities within the imaging and document management module for SCT Banner will be discussed. This session will be valuable to any SunGard SCT clients using or considering document imaging on campus.

Michael LaFortune, Product Manager - Enterprise Solutions, SunGard SCT

Imaging in Financial Aid and Beyond [277]SCT Banner Xtender Solutions325 B (CC) W1030

When we implemented Xtender Solutions in early 2004, the initial goal was to improve the process flow within our office. After having become more accustomed to the product and our use of it, we have now extended its use in our office to include the ability to view documents we need from other offices, such as transcripts and Social Security cards. The end result is that our office, with minimal initial growing pains, is utilizing the imaging system to maximize our own efforts, as well as the efforts of other departments. The planning and testing portions of implementing Xtender Solutions were critical to our ability to use the product well when we went live, but one of the biggest advantages of it is an ability to make changes to our imaging procedures as we went along. For example, although we initially only started with two routing statuses, we now have 5, which we found better enables us to properly route incoming and outgoing paperwork. Anyone who currently runs Xtender Solutions, or someone who may be considering it as an imaging solution for their office, can see how the functional side of imaging can be implemented and used to their benefit.

Charlie Sheldon, Associate Director-Financial Aid, Georgia Institute of Technology

Imaging in the Bursar's Office [182]SCT Banner Accounts Receivable313 A (CC) M1100

JCCC has created two Imaging Applications for Accounts Receivable, one to image the checks and a second to image all documents related to billing third parties. We will discuss the documents imaged, the indexes used and the required indexes. We will also discuss the process we went through to develop the applications. Additional plans and ideas for using imaging in the Bursar's Office will also be addressed. We are currently on BXS 4.61.016

Gayle Callahan, Manager-Billing & Accounts Receivable, Johnson County Community College; Suzanne Henkle, Systems Specialist, Johnson County Community College; Karen Langtry, Systems Specialist, Johnson County Community College

Imaging Made Easy [534]SCT Plus Student324 (CC) T200

The University of Toledo has implemented the Legato imaging software in the Registrar's office. Our plan calls for the office to become "paperless" within the next 2 years. We will share our plan, the SIS Plus integration that took place and the success college advisors have had in accessing information faster.Lorinda Bishop, University Registrar, University of Toledo

Imaging- What Can It Do for Me? [164]SCT Banner Xtender SolutionsTapa II (H) M730

If you are curious about the potential of document imaging at your campus, you will want to attend this session. We will cover the basics of the technology, uses within Higher Education, and show live examples of using SCT Banner XtenderSolutions for imaging of documents within, and outside of, SCT Banner. This session will benefit any technical or functional staff who would like an introduction to the use of imaging on campus.

Stephen Grim, Sr. Business Analyst, SunGard SCT

Implementation - Lessons Learned [479]SCT Matrix Common Interest TopicsSea Pearl I & II (H) M1100

The ISIS project has been on-going for 3 years, with full implementation in 2006. Three of the four Matrix modules are live at JHU. What lessons have we learned? What were some of our successes and failures? How do you keep everybody moving forward in a lengthy implementation process?

Barbara Shaffer, Executive Director-ISIS Project, Johns Hopkins University

Implementation of the EMS [042]SCT Banner Finance307 B (CC) W900

This is to show how Concordia University implemented the EMS for its Foundation. The intended audience is for those who are looking to implement EMS as a unique chart/entity.

Marc Gauthier, Director Restricted Funds and Finance, Concordia University

Implementing Banner HR: A “How-To” Guide [262]SCT Banner Human Resources

304 A (CC) T730

If you are planning your Banner HR/Payroll implementation or are even just thinking of moving in that direction, you won’t want to miss this informative session. You’ll learn what’s involved, what to expect, and get important tips and advice from experienced Banner HR/Payroll consultants. Clients who have completed their implementation are also encouraged to come and share their experiences.

Hector Dezayas, HR Functional Consultant, SunGard SCT; Sara Goodman, Principal Consultant, SunGard SCT

Implementing CMS Enterprise Wide [357]Luminis SCT Luminis Content Mgmt Suite305 A (CC) W1200

After joining the SunGard SCT Content Management Suite (CMS) beta program in January 2004, the University went live with Luminis CMS version 3 and some specific customizations in September 2004. The University of Nottingham case study highlights the key issues in implementing CMS across the university. The presentation will discuss the benefits of a CMS solution, the challenges that impact upon the development and the key steps to take to ensure the success of the project The session is of interest to all those considering CMS development or who are in a phase of implementation or considering the next steps of development. It is a practical experience of implementation that will benefit both those new to and those experienced with CMS.

Graham Moore, Head of Web Services, The University of Nottingham

Implementing Direct Deposit [104]SCT Banner Accounts ReceivableCoral Lounge I (H) T200

In Spring 2004 Chemeketa implemented direct deposit for student financial aid refunds. Through a partnership between Business Services, Financial Aid and Information Technology the college processed 45% of its student refunds through direct deposit that first term. We continue to have a high participation rate 3 terms later. This session will cover the marketing strategy, the process of student data collection and input, the set-up of Banner forms, the use of E-Visions software to e-mail direct deposit notifications to students, and lessons learned during implementation and beyond.

Julie Huckestein, Assistant Chief Financial Officer, Chemeketa Community College; Miriam Rozin, Manager-Business Services, Chemeketa Community College

Implementing EE Self Service at UMDNJ [123]SCT Banner Human Resources301 B (CC) M930

The implementation of Employee Self Service has been a great success at UMDNJ. Immediately following the rollout, employee participation exceeded 20% and quickly expanded to 40%, doubling capacity within 3 months. Client feedback has been extremely positive and our user base continues to grow. The presentation will provide tools for planning a successful implementation, developing a project plan, running a pilot program, and coordinating an institution-wide rollout. It will provide further information on developing a timeline and rollout strategy. A live demonstration of the product will follow.

Angela Palumbo, Manager of Financial Information System Support, University of Medicine and Dentistry of NJ; Alexis Rean-Walker, Management Assistant, University of Medicine and Dentistry of NJ

Implementing Web Time Entry [004]SCT Banner Human ResourcesKalakaua Ballroom A (CC) M1100

This session will review the implementation and rollout of Web Time Entry at Wellesley College. We will discuss the project plan and steps taken to implement this module. This session will provide an overview of the SCT Banner HR and Employee Self-Service system setup, required technical support, and training that was provided to all employees. Lessons learned, how we rolled out the module on campus, as well as tips we learned in the process will also be presented. Additionally, we will cover usage of Department Time Entry for some of our departments on campus.

Bethann Coppi, Finance Information Systems Manager, Wellesley College; Heather Germano, HR Information Systems Manager, Wellesley College

Implementing Xtender - Financial Aid [323]SCT Banner Xtender SolutionsHonolulu I (H) T200

This session provides information regarding the implementation of XtenderSolutions in the Office of Scholarships and Financial Aid at Virginia Tech. Come find out how Virginia Tech implemented XtenderSolutions and its impact on managing tracking documents, what we would have done differently and our plans for the future.

Teresa Gallagher, Associate Director, Virginia Tech

Improved Productivity with e~Print [251]SCT Banner SCT e-Print317 B (CC) M130

This presentation will demonstrate how UMDNJ used e~Print to increase productivity with reports from SCT Banner and other applications. We will also show how e~Print eliminated the distribution of paper, decrease the time it takes to get information to end users and how this information can only be accessed by authorized end users. e~Print can be used to contain ad-hoc reports, electronic files converted to text such as telephone bills, and other internal reporting which assists in improving productivity. The process of transferring (FTP) reports to e~Print leads to a more streamlined efficient operation. SCT e~Print is version 2.0 and UMDNJ has being using it four (4) years. SCT Banner is on version 6.x and UMDNJ has been using it for 10 years. The intended audience would be functional SCT e~Print and SCT Banner users (Finance, Human Resources/Payroll and Accounts Receivable).

Mark Perlman, Principal Consultant, SunGard SCT

Improving Time Management [375]All Solutions Training/Professional Development315 (CC) M130

Do you feel like there aren’t enough hours in the day? Sometimes working more is not the answer! Instead, review some techniques to help you work smarter, not harder. This session provides business professionals with a framework for focusing time on activities that deliver the greatest value. Expect to learn some easy-to-use tools to manage your time effectively and efficiently.

Jon Rodibaugh, Client Education Coordinator, SunGard SCT

Information Access and ODS [272]SCT Banner/SCT Plus SCT Operational Data Store318 B (CC) W1200

Are you tired of the costs, pains, and inconsistency of data as a result of your institution’s current "reporting" strategy? Have you been shopping around for a new strategy? Well, has SunGard SCT have a solution in store for you: The Operational Data Store (ODS). This session will provide instruction and demonstration to show attendees how to build and use this higher education specific data model to facilitate your ad-hoc reporting for institutional performance data. "Better Data for Better Decisions". (Information Access Maturity Level: 3)


Information Access Strategy Update [037]SCT Banner Reporting and Distribution Tools316 C (CC) U330

It has been observed that the need for information and the way information is used in an institution change over time. The Information Access Maturity Model illustrates the typical progression of an institution's information access needs from the time the institution adopts an administrative solution through the proactive use of business intelligence applications. This session will provide an update on how SunGard SCT is meeting the varying needs of the information access maturity model, from a level 1 maturity (standard reports) all the way through a level 5 (business intelligence). (Information Access Maturity Level: 1,2,3,4 & 5)

Judy Luzeski, General Manager, SunGard SCT

Information Protection in BXS [334]SCT Banner Xtender Solutions308 B (CC) W1200

Join us for this special session and learn about what you can do or what you should watch out for when deploying the BXS and managing informaton in the system. We will do overview of BXS Solution and then we'll discuss security configuration and deployment options. We review Client/Server and Web based system settings. Creation of Users Profiles, Users Groups and Group Policies, as well as using Annotation Groups and License Server features will be discussed. We'll also look at some system components you can use to manage security and some of the best practices that will give you a more reliable security deployment.

Anatoli Berman, Technical Consultant, SunGard SCT

Innovative Advising Solutions [107]SCT Banner Student

301 A (CC) M930

At UTSA all freshmen and freshman transfers with 29 or fewer college credit hours are required to participate in an Orientation to register for their first-semester classes, and these new students pre-register for these programs. We have developed and adapted a method of using Banner to collect pre-registered student data, and Crystal Reports in Banner to query, sort and create “prep-sheet” reports for advisors. These “prep-sheets” serve the purpose of providing the advisors student information regarding test scores, previous college credit, and contact information like address and phone number. Individual students are then divided into small groups of a single major. During the Orientation process, a group is assigned to a particular advisor specializing in that college. The result is an orderly, cohesive, and much more valuable orientation session for students, as well as a much more efficient course selection and schedule creation for inexperienced students. Michael Wallen, Information Analyst, University of Texas at San Antonio; Sally Bench, Director of Advising College of Engineering, University of Texas at San Antonio

Instances and Changes [483]SCT Matrix Common Interest TopicsSea Pearl I & II (H) W1030

Describe how our environments, build promotion process and change control workflow meet the challenges of the Matrix implementation.

Stephen Hellen, ISIS Project Manager, Johns Hopkins University

Institutional Change thru Datamart [345]All Solutions Common Interest Topics316 B (CC) T200

Mercy College's development of a Datamart for the Plus environment has resulted in a fundamental shift in terms of information access and accountability within the institution. This presentation discusses how to implement a Datamart, manage the resulting impact on both administrative staff and IT staff and change the institutional culture towards data and data access. Program is intended for mid to upper level administrators and functional managers as well as IT management.

Julie Ouska, CIO/VP of Administrative Services, Mercy College

Institutional Research (BOF) [645]SCT Banner Reporting and Distribution Tools325 B (CC) W900

This session will provide an opportunity to continue discussion with your Institutional Research colleagues. It’s an open forum for the purpose of exchanging ideas, seeking help and providing assistance. Come with your questions AND your answers. All institutional researchers – whether veteran or novice users – are encouraged to attend. It's an opportunity to meet your IR colleagues at Summit. (Information Access Maturity Level: 3 & 4)

Mary Lelik, Director of Institutional Research, Saint Mary's College

Integrating Banner and WebFocus Security [690]SCT Banner/SCT Plus Reporting and Distribution Tools304 A (CC) M1100

This presentation will detail how VCU is integrating the security scheme in Banner with WebFocus reporting against the Operational Data Store. It is relevant to new Banner customers evaluating their reporting and query tool options, and will provide information on Virginia Commonwealth University's solution. (Information Access Maturity Level: 2)

James Thomas, Banner Project Manager, Virginia Commonwealth University

Integrating Campus Cards to Banner [311]SCT Banner SCT Luminis Data Integration Suite301 A (CC) T730

Campus Card integrations touch all parts of your institution and impact students, faculty, staff, alumni, community members and visitors. From a functional perspective learn how SCT Campus Card Integration with Banner provides accurate and timely information throughout your network. Enabling information to be maintained and shared, as needed, throughout your digital campus.

Joseph Peffer, Product Manager Integration Solutions, SunGard SCT

Integrating E-Procurement [373]Partner Solutions324 (CC) T1130

In 2003, SCT and SciQuest partnered to deliver HigherMarkets for SCT Banner, a fully integrated e-procurement solution for SCT Banner Finance users. HigherMarkets for SCT Banner allows you to extend your SCT Banner Finance system to manage key procurement processes including catalog management, product selection, requisitioning and order management with a best-of-breed solution from the leading provider of procurement solutions for higher education. HigherMarkets for SCT Banner delivers these benefits and more, through a seamless integration with SCT Banner Finance and the Luminis Data Integration Suite, ensuring the integrity of your financial data while leveraging your existing technology investments. In this session, we’ll introduce you to the HigherMarkets for SCT Banner solution from a functional perspective, including an introduction to the SciQuest platform and a review of the most common integration points between the HigherMarkets solution and SCT Banner finance. We will also discuss how to integrate and develop your project plans to roll out HigherMarkets for SCT Banner in unison with your Banner Finance implementation.

Anthony Rotoli, Channel Sales Manager, SciQuest

Integrating INAS into Matrix [481]SCT Matrix Financial AidSea Pearl I & II (H) W900

This session will discuss the technical aspects of integrating the College Board INAS EFC calculations into Matrix 2.4.1 without modifying or customizing the Matrix code.

Bryan Stroebel, Applications Developer II, Tulane University; Van-Ha Tran, SAS Technical Team Lead, Tulane University

Integrating SCT Plus - New Services [548]SCT Plus TechnicalHonolulu III (H) W1200

Integration of application systems is important for delivering new and improved services across the digital campus. This session will look at several major features added to the SIS, HRS, FRS and other systems to support cross-functional campus processes dependent on data that is traditionally stored in only one of the Plus product lines. Topics to be discussed include the coordination of campus-wide ID changes and feeds to all affected systems, tracking employee assignment changes and integrating them with ZSS security to identify individuals who no longer should be authorized for application access; expanded faculty work load management in SIS; data cleansing of FCWS earnings for FISAP reporting; detailed employee labor distribution in FRS by account number. The session will focus on the business need for integration in each case and the resulting technical design to achieve business objectives.

Carmen Marici, Project Leader HRS/FRS, New Jersey Institute of Technology; Prema Teklinski, Project Leader-SIS, New Jersey Institute of Technology

Integrating User Accounts [585]SCT PowerCAMPUS Technical303 A (CC) T200

How Grace University uses Perl scripts to read PowerCAMPUS data and create new Active Directory/Microsoft Exchange, Blackboard, and IQ Web accounts for new employees, faculty, and students. The script also creates a list of accounts that may need to be deleted.

Greg Litchfield, Computer Systems Manager, Grace University

Integration at Your Request (BOF) [644]SCT Banner SCT Luminis Data Integration SuiteSea Pearl I & II (H) M130

As SunGard SCT builds out the Unified Digital Campus we strive to address client priorities for integration to third-party products. This is your opportunity to let the product managers hear about integration issues on your campus and to make suggestions for future solutions. Whether your hot button is Facilities Management, Parking, or Portfolios, let us know how we can help solve your most pressing integration needs.


Integration Strategy and Roadmap [086]SCT Banner SCT Luminis Data Integration Suite317 B (CC) M730

Managing the integration of multiple software systems requires a significant expenditure of institutional resources. The SunGard SCT integration strategy removes that burden from the IT staff and replaces it with a network of standardized integration solutions from pre-qualified partners. Students, faculty, and staff across the campus will benefit from products that integrate at the presentation, data, and process layers. Our solutions provide you with current technology that reduces your cost of integration, enhances efficiency, and provides a consistent level of support and accountability across the entire

institution. Both new and experienced users will find value in this session, which deals with technical issues at a high level only.

Richard Lander, General Manager, SunGard SCT

Integration to Scheduling Systems (BOF) [647]SCT Banner Student304 A (CC) W1030

Integrating Banner to Scheduling and Timetabling Systems is a frequent listserv topic. Come tell SunGard SCT product management first-hand how we can make life easier for you by identifying your integration requirements for this critical process.


Integration with Housing Solutions [102]SCT Banner Student313 B (CC) T1130

This session will describe in detail the functional integration touchpoints that are provided between housing solution partners and SCT Banner.


Integration with MS Biztalk [671]Partner Solutions325 A (CC) T900

This session will focus on integrating applications such as SCT Matrix and SCT PowerCAMPUS within the institution's enterprise.

Rob Curtin, Industry Solution Manager, Microsoft Corporation

Intelligent Reporting with Cognos [250]SCT Banner Reporting and Distribution Tools316 C (CC) M130

This session will cover the functionality of Cognos Report Net and its use in administrative reporting at Wayne State University. Cognos Report Net is a web based application with zero footprint interface. This presentation is intended for University employees, management, and IT staff who want more information on reporting tools and their value to the institution. There will be a live product demonstration at the end of the session.

(Information Access Maturity Level: 2 & 3)

Wanda Dixon, Systems Analyst, Wayne State University; Laura Hendrick, IT Director, Wayne State University

Interdenominational Worship Service [707]All Solutions Common Interest Topics315 (CC) U730

Taylor University will host a time of worship and fellowship at the beginning of this important week. Our time together will include singing, prayer, a

devotional message, and sharing with each other about the goodness of God. This worship time is informal and interdenominational. Please plan to join us.

Rod Eib, Director of Applications and Integration Services, Taylor University

Intermediate MS Access Reporting [668]SCT PowerCAMPUS General313 B (CC) M130

Would you like to further your understanding of MS Access? In this session we will explore the steps to creating a fully functional reporting database. Learn how to link tables, write complex queries, design intelligent navigation into your forms, and create powerful reports. Find out how to use Access to communicate via paper, web, and email. Pick up the keys to designing a reporting database before you turn on your computer. Discover how to put information at the fingertips of those who need it, when they need it.

Ray Keen, Executive Director of Advancement, Multnomah Bible College and Seminary

Intro to Luminis CMS Services [431]Luminis SCT Luminis Content Mgmt Suite303 B (CC) W1030

The Luminis Content Management Suite (Luminis CMS) provides powerful yet easy-to-use tools for creating and managing web content that have been designed in accordance with the specific needs of higher education. The ease of use for non-technical content stakeholders comes with a tradeoff, however: Successful deployment of Luminis CMS 3.x involves a variety of individuals in multiple activities over the course of the implementation. These include a thorough analysis of your institution's web content needs and business processes, designing the configuration of the Luminis CMS system to support those needs, training and communication to prepare Luminis CMS users to work with the system, and planning for ongoing extension and expansion of the system. This session, which is intended for institutional project team leaders (both technical and organizational), will provide an overview of the implementation process and how the Luminis CMS services team will support you in achieving your CMS objectives.

Judith Amsel, Luminis CMS Services Practice Manager, SunGard SCT

Introduction to Campus Loan Manager [447]All Solutions SCT Campus Loan ManagerHonolulu I (H) M930

This session will provide session attendees with an introduction and overview of SCT Campus Loan Manager 1.2.9. Topics will include various processes, transactions and screens in CLM. This session will help current and potential CLM end-users. I have 2 years experience with LMS and 1 year with CLM.

Coretta Peel, Director of Student Loans, East Carolina University

Introduction to SCT Enterprise Data Warehouse [214]SCT Banner/SCT Plus SCT Enterprise Data Warehouse316 A (CC) T900

An overview of the SunGard SCT Enterprise Data Warehouse. (v 1.1) This session will show the functionality of the EDW and discuss its position within SCT's Information Access Strategy. (Information Access Maturity Level: 4)

Sean Collins, Technical Lead, SunGard SCT

IQ.Web - Simplify an Advisors Life [679]SCT PowerCAMPUS Academic Records305 A (CC) M930

In this session, we will explore several options to make an advisor’s life easier using IQ.Web. The session will cover topics including Advisor Authorization to register on-line and Advisor Approval of course schedules, as well as how to dynamically generate an up-to-date list of your advisees to export to a spreadsheet. We will also discuss how the Department Chair can use the Delegates feature to oversee and advise all students. This session will focus mainly on the functionality but will include a high level overview of how to implement the features discussed at your institution. The session is designed for both users and administrators at institutions that currently use or are considering use of IQ.Web. The session will include functionality in IQ.Web 3.1.

Mandy Matern, Senior Quality Assurance Analyst, SunGard SCT; Steven Wlodarczyk, Senior Software Engineer, SunGard SCT

IQ.Web & QuestionMark [623]SCT PowerCAMPUS Academic Records307 B (CC) T900

Join representatives from SCT PowerCAMPUS, The Master’s College, and QuestionMark Corporation as they discuss how they have collectively partnered to develop an integration between SCT’s IQ.Web application and QuestionMark’s Perception application. During this session you’ll hear how this partnership formed, learn about the Perception application, and see how this integration will provide your faculty using IQ.Web’s course manager with the ability to write, deliver and run reports from exams, tests, surveys, and quizzes.

Daniel Mongeluzi, Development Manager, SunGard SCT; Steven Wlodarczyk, Senior Software Engineer, SunGard SCT

IQ.Web 3+ New Reg Functionality [584]SCT PowerCAMPUS Academic Records305 A (CC) T200

The session will discuss the newest features of PowerCAMPUS and IQ.Web, from the 5.0/3.0 release to 5.2/3.2. This session will describe how schools can best utilize Registration Groups and Prerequisites in IQ.Web to control how students are able to register online. Schools will learn about how to set up in PowerCAMPUS and IQ.Web to take advantage of Instructor Permission (3.0) and Advisor Approval of Course Schedules (3.1) functionality. The session will include a PowerPoint presentation in conjunction with a live demonstration.

Len Lipkin, Product Manager, SunGard SCT

IQ.Web 4.0 Billing Overview [687]SCT PowerCAMPUS General303 B (CC) T900

In this session we will cover the new IQ.Web 4.0 features that will affect billing. Included in the presentation will be Billing by Year/Term/Session and Sponsor Billing. The session is designed for both users and administrators at institutions that currently use or are considering use of IQ.Web.

Mandy Matern, Senior Quality Assurance Analyst, SunGard SCT

IQ.Web 4.0 Student & Faculty Overview [606]SCT PowerCAMPUS Financial Aid/PowerFAIDS307 B (CC) T200

In this session we will cover the new IQ.Web 4.0 features that will affect students and faculty. Included in the presentation will be Continuing Education Registration and Narrative Grades. The session is designed for both users and administrators at institutions that currently use or are considering use of IQ.Web.

Mandy Matern, Senior Quality Assurance Analyst, SunGard SCT; Steven Wlodarczyk, Senior Software Engineer, SunGard SCT

IQ.Web Course Homepage & Gradebook [600]SCT PowerCAMPUS Academic Records307 B (CC) T1130

This session - created for PowerCAMPUS clients - is designed to highlight the functionality of SunGard SCT's Course Management tools. The presenter has used both the Course Homepage and Gradebook components extensively in his World History classes for several semesters and will demonstrate the benefits of integrating these powerful tools into the educational experience. The presentation will include a description of the setups involved and a real-life demonstration, followed by a discussion of strategies to encourage your faculty to take advantage of these functions.

Jeff Jensen, Assistant Professor of History, The Master's College; Len Lipkin, Product Manager, SunGard SCT

IQ.Web Public and Private Forums [618]SCT PowerCAMPUS Technical303 B (CC) T1130

This session will discuss Public, Private, and Private Course Forums in IQ.Web. The different user, forum, and category types will be discussed and how to combine each of these to provide the forum solution for each of your needs. The session will show how Administrators can assign moderators and individual access to Private and Private Course Forums. The presentation will show how faculty members are able to create a Private Category and Forum for every course they teach so that only students registered for that course can access the forum. Along with a PowerPoint presentation, attendees will also be able to see Public, Private, and Private Course Forums from a student and faculty’s perspective via a live demonstration.

Steven Wlodarczyk, Senior Software Engineer, SunGard SCT

IQ.Web Training for Faculty [667]SCT PowerCAMPUS Academic Records307 B (CC) U330

This session will present an overview of the different training methods Saint Paul School of Theology has used to introduce and train faculty on IQ.Web. We will present a timeline and outline of the training opportunities employed and the faculty response to those opportunities. Time for discussion will be included, so please come with questions or comments related to your own experience. This session is appropriate for new users and anyone who is preparing to introduce IQ.Web to their faculty. This session is based on PowerCAMPUS 4.6/IQ.Web 2.6. I have been working with the PowerCAMPUS product for 3 years.

Melissa Casper, Electronic Services Librarian, Saint Paul School of Theology; Nicole Schoenhals, Associate Dean and Registrar, Saint Paul School of Theology

Is it Bigger Than a Breadbox? [497]SCT Matrix Common Interest TopicsNautilus I (H) W900

This session will discuss the approach taken by the Tulane University in scoping extensions and interfaces to the SCT Matrix Student Marketing System. Topics include approaches to categorizing based on life-cycle and type of extension; identifying skills; measuring level of effort and resourcing. In addition, the presentation drills into effective techniques in communicating with non-technical stakeholders.

Scott Zitzmann, Application Developer, Tulane University; David Paolino, Technical Consultant, SunGard SCT

It's an Integrated World After All [230]SCT Banner AdvancementHonolulu II (H) M130

This session will cover all of the points in which the Banner Advancement System integrates/Interfaces with each of the other Banner components; Student, Finance, Financial Aid, Endowment Management, and Human Resources. In discussing and demonstrating each of the facets of integration between Advancement and the other Banner systems, this session will also review and address each of the Forms and validation tables affected, issues to consider, and ways to completely take advantage of the integration. Although this session focuses on Banner Advancement, representatives from each of the Banner systems are encouraged to attend, as we will be reviewing forms and tables associated with each of the 5 Banner components.


iWebfolio & TracDat Software [365]Partner Solutions309 (CC) T900

Nuventive, a leader in technology and services for assessing, managing and improving education, understands the information/organization imperative, and how it fuels the engines of learning and quality improvement. Our enterprise solutions -- including the iWebfolio electronic portfolio system and TracDat assessment management system -- equip individuals and organizations to meet these demands efficiently and effectively. The combined solutions create a structured framework for continuous quality and academic program improvement,

and for personal growth. During this presentation, the presenter will show these products and discuss the integration with SunGard SCT solutions.

Gary Choban, Chief Technology Officer, Nuventive, Inc.

iWebfolio Showcase [465]All Solutions iWebfolioS. Pacific Lounge II (H) W900

iWebfolio, an electronic portfolio management system, allows individuals and institutions to create any number of portfolio types in order to meet the varied demands of faculty and students. In this session, you will see how easy it is to create a portfolio template, and then see an example of a finished portfolio that was created from that template. Additionally, examples of different styles of portfolios being used in higher education institutions today will be shared.


iWebfolio/TracDat Users (BOF) [696]All Solutions iWebfolioIolani Suites V, VI & VII (H) W1200

An opportunity for technical, functional, and administrative representatives to convene to discuss implementation strategies with iWebfolio and TracDat.

Royce Robertson, Coordinator, Plymouth State University; Gary Choban, CTO, NuVentive, Inc.; Deborah Landes, Web Manager, SunGard SCT

iWebfolio Year Two - Three P's [353]All Solutions iWebfolio327 (CC) T1130

Beginning in the Fall of 2003, two departments at Plymouth State University, began making incremental transitions from traditional paper-based portfolios to electronic portfolios using NuVentive’s iWebfolio. The speakers will share planning, support, and technical tips to help your institution begin successful electronic portfolio endeavors. Areas currently needing development include fiscal sustainability models, institutional acceptance, standard review models, and marketability after graduation. The outcomes of the project have ramifications on individual students, faculty, departments, employers and the accountability of the programs offered. Overall, the intention of the program has been to provide future teachers with the opportunity to model effective use of technology as an assessment tool for measuring personal and professional growth while in an undergraduate teacher education program.

Royce Robertson, Coordinator, Plymouth State University; Kenneth Kochien, MIS Manager, Plymouth State University

Java UI Components in Oracle Forms [142]SCT Banner Technical315 (CC) T1130

How to build Java UI Components (PJC and Java Beans) and to use them within Oracle Forms. Target Audience is from Managers to developers.

Michael Hitrik, Technical Architect, SunGard SCT

Job Sub to FTP to e~Print at UMDNJ [242]SCT Banner SCT e-Print Sea Pearl I & II (H) T200

This session will describe the automated FTP report transfer from Banner to e~Print developed by UMDNJ. UMDNJ shared this solution with other e~Print clients and since then it has grown to support Sun/Solaris and Windows 2000 servers. UMDNJ is also working with the e~Print team on a secure transfer solution. We would like to describe in non-technical terms, what the script is actually doing, and share with the audience trouble shooting tips and tricks. We would like to introduce and describe the new secure transfer solution for clients who want a more secure method of file transfer. The intended audience are e~Print users with SCT Banner. The e~Print version being is 2.0 and UMDNJ has been on e~Print for 4 years.

Mark Perlman, Principal Consultant, SunGard SCT

Just Enough Java [243]SCT Banner Technical310 (CC) W900

This presentation will shows the steps necessary to: install a Java Development Environment on a PC; Create an app to connect to an Oracle database and retrieve data; Package this app in a JAR; deploy this JAR in another JVM. This presentation is intended to demystify Java and provide a concrete and independent foundation on/by which more complex apps can be written.

Lee Parker, Manager-Administrative Systems, University of Richmond

Lasso Maverick Purchases [614]SCT PowerCAMPUS Finance/Great Plains308 A (CC) T1130

Maverick Purchases. Every organization has to struggle with the need to control spending within budget without creating an administrative hurdle that their responsible managers and employees cannot clear. Learn how to use new technologies and applications that eliminates the administrative burden and actually encourages budget compliant purchasing activity.


LDI for e-Learning - A Success Story [437]Luminis E-LearningCoral Lounge I (H) W1030

Marshall University participated in SCT’s Early Adopter Program and successfully “connected” Banner 6.x, Luminis III, and VISTA 3.x in August 2004. Join us as we discuss the components of the system and how they work together. We will also discuss several obstacles we encountered and illustrate how LDI for e-Learning enhances our business processes.

Terri Tomblin-Byrd, Assoc. Dir-UCS: Database Administration & Shared Systems, Marshall University; Gary Weis, Application Systems Analyst/Programmer-Lead, Marshall University

LDI for e-Learning - An Overview [331]SCT Banner SCT Luminis Data Integration Suite

Coral Lounge II (H) W900

The new LDI for e-Learning solution provides reliable data integration between Banner/Plus administrative systems and WebCT, Blackboard and other e-Learning systems. LDI for e-Learning simplifies administrative tasks and reduces data-entry redundancies for faculty, decreases grading policy errors for administrators, and provides students with seamless, timely access to data stored in the student information and e-Learning systems.

Joshua Horner, Product Manager, SunGard SCT

LDI for e-Procurement Architecture [181]SCT Banner SCT Luminis Data Integration Suite309 (CC) M1100

This session will provide a technical overview of e-Procurement integration. This session will not cover e-Procurement or Banner Finance functionality, but instead concentrate on the architecture that makes enterprise-wide integration possible in Banner. We will cover the underlying Banner architectural changes that have enabled Banner to become a messaging aware product, the various LDI integration components (gateway, transrouter, logging service, relay, and error manager) and how they interact with each other, as well as running the AppGen tool to customize the various artifacts that are required by the LDI components. This session is a recommended pre-requisite for the 3-hour session on Installing and customizing your LDI for e-Procurement installation session.

Brian Bell, Principal Technical Specialist, SunGard SCT

LDIS Implementation Case Study at PSU [065]SCT Banner SCT Luminis Data Integration SuiteNautilus II (H) W1200

Plymouth State University is starting to reap the rewards of its integrated campus portal strategy. PSU started its Banner migration in 2001, deployed Campus Platform III with its legacy SIS in 2002, publicly deployed Banner in 2003, and, in 2004 with the migration to Luminis and implementation of LDIS, has finally reached 'critical mass.' Luminis provides the infrastructure and LDIS provides the glue that connects Banner, WebCT, the Library, and other services. The presentation details Plymouth State University's implementation and discusses the problems and solutions we faced along the way, with an emphasis on LDIS and Luminis.

Zach Tirrell, Lead Web Developer and Portal Administrator, Plymouth State University; Casey Bisson, Library Systems Liaison, Plymouth State University-Lamson Library

LEAP - The FIRST Year [308]SCT Banner LEAPTapa II (H) T730

Last March (while at Summit 2004) Auburn signed it's leap agreement ... this is a presentation (from the TECHNICAL viewpoint) of the first year of that process. I want to discuss the retooling of our MVS based Plus system to an AIX/Oracle shop. The other items will be working through a new way to think of installation, specifically, an installation led by the user, not the IT department. Some attention will be addressed towards the project management, but mostly I Want to address how this impacts the technical staff.

William Lester, Information Technology-Master, Auburn University

LEAP for Flight - Not to Crash [007]SCT Banner LEAP301 B (CC) T200

Planning and executing the Plus to Banner LEAP without the "gotchas" that others have gone through AND little WTBW's (Wouldn't That Be Wonderful) that help take advantage of the SCT Converter Tool. Emphasis will be placed on the Financial Aid and Student modules.

Joe Belnap, Senior Programmer Analyst, Utah Valley State College; Denise Young, Programmer Analyst, Utah Valley State College; Marilyn Cobb, Programmer Analyst, Utah Valley State College

LEAP Your Data from Plus to Banner [246]SCT Banner LEAPTapa III (H) M730

Discuss steps in the Data Conversion Process and SunGard SCT's Keys to Conversion Success, Data Extraction Efforts, “cross-walking” and Data Manipulation, What tools, services we can provide, “Tips and Tricks” for Data Migration.

Kristine Rokosz, Practice Manager, SunGard SCT; Andrew Nagorski, Senior Practice Director, SunGard SCT

Lessons Learned - Banner 7 Beta [253]SCT Banner General316 C (CC) W900

Wayne State University participated in beta testing for the Banner 7 major release. This session will cover the advantages, disadvantages, time commitments, and benefits for participating with SCT in a testing program. A description of what was done, what went well, and what didn’t. Would we do it again? And if so what would we do differently? The presentation will include a detailed description of the environment, tools, and strategy used to test this exciting new release of Banner.

Laura Hendrick, IT Director, Wayne State University; Scotia Roopnarine, Database Administrator, Wayne State University

Letter Generation – Look Like a Pro (HOT) [259]SCT Banner General319 A (CC) M130

Come and learn simple steps through a hand-on session to work with Banner letter generation utilizing Microsoft Word merge fields, word fields, and text boxes to create low maintenance and high impact letters. This session is designed for any user wishing to produce top quality letters. A basic understanding of Banner letter generation set-up will be helpful but not necessary.Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Teresa Gallagher, Associate Director, Virginia Tech

Letter Generation - Working for You [196]SCT Banner GeneralKalakaua Ballroom C (CC) T730

Learn the basic steps necessary to create successful letters in Banner. Select your recipients, build your letter, capture Banner data, extract necessary information, merge your letter, and Mail (or E-mail) it. Make Banner Letter Generation a part of your effective communication strategy.

Jim Bradsher, Senior Functional Consultant-Banner Financial Aid, SunGard SCT

Leverage TouchNet with Plus and Banner [536]SCT Plus Self-ServiceTapa II (H) T900

This session will identify the interplay of TouchNet with SCT solutions. TouchNet connectivity is used with Plus applications for all web processing and also for payment processing. TouchNet solutions are also employed for Banner and used by LEAP clients. It will include examples of reimplementation options.

Pat Coyle, Sr. Technical Architect, SunGard SCT

Lickety Split Payroll at Year End [526]SCT Plus Human ResourcesCoral Lounge I (H) M730

HRS PLUS 4.12 produces one bi-weekly paycheck at fiscal year end that results in many impacts to both HRS (screens/reports) and FRS 3.00 (labor distribution). This session will offer our successful approach and helpful hints to make your fiscal year end payroll go "lickety split!"

Alan Katz, Controller, Broome Community College; Jeanette Tillotson, Assistant Controller, Broome Community College; Francine Raffa, Payroll, Broome Community College

Life is Better with Workflow [666]SCT Banner SCT WorkflowTapa III (H) M1100

Our session will walk attendees through some basic applications of workflow in various administrative office settings. We will explain the processes that we improved by using workflow in conjunction with Banner and e mail. The examples will include work study student placement and hire, tuition remission processing through the bursar’s office and financial aid, and the hire and processing of graduate assistants. We will discuss the “business process review” that is such an important part of each project and tips on how to make that successful. We will also discuss the skill sets required among the project participants as well as the institutional resources needed. We will then discuss future directions with workflow such as using Luminis and Imaging to further improve information sharing and processing on campus.

Edward Steinmetz, Associate VP For Finance, University of Scranton; William Buckley, Financial Systems Coordinator, University of Scranton

Loading Search 101 [151]

SCT Banner Student320 (CC) T200

Have you been putting off loading Search? Come learn how simple it can be. We’ll go through the forms you need to set up step by step, and simulate the loading process. We’ll also cover SRIPREL and triggering the recruits into your regular database. Come see how loading Search is worth it even for small groups.

Jasmine Bryan, Associate Director of Admission / Information Systems Coordinator, Mills College

Loading Test Scores via PowerUP [609]SCT PowerCAMPUS Technical308 A (CC) T900

Learn how PowerUP can load the test score information for both prospective students and current students!

Ardan Sharp, Lead QA Testing Analyst, SunGard SCT

Loan Management Update [396]All Solutions SCT Campus Loan Manager304 A (CC) U200

This session is intended for clients using or considering the implementation SCT's loan management products. It will review the development and support activities of the past year. Development direction and priorities for the upcoming year will be discussed so that our users can plan for future upgrades.

Tom Echter, Director-Loan Management Products, SunGard SCT

Loan Payments using ACH [410]All Solutions SCT Loan Management SystemHonolulu I (H) W1200

Are student loan borrowers wanting to set up an automatic draft from their checking or savings account to pay their student loan payments? Offer this service to your student loan borrowers through the automated clearinghouse process through LMS/CLM. Focus will be on what you need to get started through your bank. Procedures, sample forms, letters and how to use CLM and LMS to create files to be sent to the bank will also be discussed.

Vickie Floyd, Loan Accounting Coordinator, Tennessee Technological University

Loans Management Welcome [361]All Solutions SCT Loan Management System304 A (CC) U1000

Come meet and greet your colleagues in the loan management industry. Get a brief overview of the conference and enjoy the scheduled activities.

Julie Trussell, Manager-Student Loans, Auburn University; Kathy Rosa, Manager-Campus Based Loans, Boston College

Localizations in Latin America - Present & Future [333]SCT Banner Student

325 B (CC) T200

During the last four years a set of localizations has been developed in the Latin American Solution Center, in order to address the needs of the region in terms of new functionalities. In this presentation we will review the functionality of the current available localizations for Latin America including: Course Projections, Conflict Matrix, Faculty Evaluation and Block web Registration, discuss the positive impact in the student services and establish the requirements to implement those localizations. We will present future possible localizations and ask for comments from clients.

Salvador Montellano, Solution Centre Manager, SunGard SCT

Luminis - Integrate It All [460]Luminis SCT Luminis Platform317 A (CC) M730

The Luminis technology is so much more that a web front-end to Banner or Plus. This session will cover Northeastern University's experiences with integrating various services within Luminis and the types of integration approaches taken. Technologies and services discussed include; SunGard SCT Luminis, CPIP and LDIS, LDAP, Blackboard, IBM Websphere, Lotus Domino, PeopleSoft, PowerFAIDS (College Board), and others.

Richard Mickool, Executive Director-IS, Northeastern University

Luminis CMS for Content Providers (HOT) [446]Luminis SCT Luminis Content Mgmt Suite319 B (CC) T730

This is a hands-on course walking participants through common web content management functions using the Luminis Content Management Suite. Attendees will learn content creation using templates, in-context editing of content, customizing pages using components, content workflow and approval processes, as well as sharing existing content on separate pages. The target audience is non-technical editors, approvers, and coordinators of web content on campus.Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Jesse Empey, Senior Software Engineer, SunGard SCT

Luminis CMS for Non-Tech Audience [414]Luminis SCT Luminis Content Mgmt Suite325 B (CC) T730

Come find out how the Luminis Content Management Suite empowers those outside of the IT department to easily add and update content on the institution’s Web pages while those inside the IT department can still retain all the control that they need of the institution’s Web sites. This session is meant for a non-technical audience and will show the value and benefits of using a Web content management system at an institution of higher education.

Alan Hansen, Sr. Product Manager, SunGard SCT

Luminis CMS for Technical Audience [397]

Luminis SCT Luminis Content Mgmt Suite302 B (CC) M930

Provide an overview of the Luminis Content Management Suite 3.0 for a technical audience. This session will provide an overview of the technologies involved in the Luminis Content Management Suite, including site management, ACLs, templates, components, and publishing. The intended audience is technical managers and web developers interested in learning how Luminis Content Management can enable better management and control of their web sites while enabling business users to own the content. Audience members will leave with a basic technical understanding of Luminis Content Management that can be expanded on in other presentations.

Travis Jensen, Architect and Development Manager-Luminis Content Management Suite, SunGard SCT

Luminis CMS for Web Developers (HOT) [444]Luminis SCT Luminis Content Mgmt Suite319 B (CC) T900

This is a hands-on course walking participants through the creation and customization of Luminis Content Management Suite templates that are used to control the look and feel of an institution's internal and external web sites. Attendees will gain hands on experience creating powerful templates with overridable components in mind, using the Luminis CMS template tags. The target audience is technical creators of web pages, web templates, and web sites on campus. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Jesse Empey, Senior Software Engineer, SunGard SCT

Luminis CMS Product Roadmap [415]Luminis SCT Luminis Content Mgmt Suite304 A (CC) M730

The Luminis Content Management Suite development team, working closely with SunGard SCT customers, is evolving and growing the feature set of this already powerful product. Come find out what new features are being developed and what timeframe you can expect to see them. This session is meant for a general audience and will not be technical. Nevertheless, it will assume that the audience members do have some prior general knowledge of the product line.


Luminis Platform 101 [389]Luminis SCT Luminis Platform314 (CC) M930

Come receive a high level orientation of the Luminis Platform from a non-technical point of view. We will define Luminis Platform, provide an overview of how Luminis Platform fits into the overall Luminis product family, describe its role in unifying the digital campus, review its features and functionality as well as identify key processes associated with the product including Luminis Customer Support and Services processes. This session is intended for new

clients with little to no experience with the Luminis Platform and for those interested in receiving a general functional overview of the product.

Rhett Burnham, General Manager-SCT Campus Pipeline Products, SunGard SCT

Luminis Platform SDKs! [467]Luminis SCT Luminis Platform313 C (CC) T200

Learn how the Luminis Platform Software Development Kits can offer flexibility to your institution above and beyond the functionality provided in the baseline platform. This session is an introduction to the software development kits relevant for CIOs, IT Directors and Engineers seeking a high level overview of the SDK value.

Tom Chamberlin, Practice Manager-Luminis Integration Solutions and Services, SunGard SCT; Joshua Horner, Product Manager, SunGard SCT

Luminis Policy & Process Planning [433]Luminis SCT Luminis PlatformS. Pacific Lounge II (H) M130

This session focuses on essential policies to consider prior to, during and after the implementation of the SCT Luminis Platform to accentuate the portal’s flexibility in meeting the institution’s unique needs. We will discuss key issues like what policies and processes are needed prior to implementation as well as for ongoing portal management. How will the institution resolve differences on placement of content in the portal? What policies, processes, or incentives are needed to keep the portal alive, rich with content, and engaging or students, faculty and staff? How can existing policies be applied or amended to address portal issues? These questions as well as, best practices and strategies for using features like groups and email will be shared through case studies and live school examples. This session will help project team members better prepare for the Luminis Platform implementation, or better maintain the relevance and value of the existing portal.

Jennifer Mulholland, Senior Director, SunGard SCT

Luminis Product Family Main Session [457]Luminis Common Interest Topics312 (CC) U330

Over the past year, Luminis product family technologies have experienced rapid adoption and have continued to evolve to meet institutional needs. This session will explain how the Luminis product family relates to other SunGard SCT product offerings, including Banner 7.0, and will showcase institutions that have used Luminis product family technologies to unify their digital campuses. It is designed for general audiences.

David Murray, VP-Luminis Solutions, SunGard SCT

Luminis Technical Initiatives [388]Luminis Common Interest Topics313 A (CC) W900

This session will cover technical initiatives currently being developed as part of the Luminis Platform. Topics covered will include:

* Change User ID - The topic will discuss enhancements to allow an external system or administrative user to changes a person's user id. * High Availability/Scalability - This topic will cover Luminis Platform deployment in a multiple server environment to provide high-availability (HA) and system scalability. * Multiple Instance Deployment - This topic will discuss the capability of installing multiple instances of Luminis on a single server. * Internationalization - This topic will cover details of the Internationalization work being performed on the Luminis Platform code base. * Granular Application Access Control - This topic will discuss enhancements to the Luminis Access Controls in the area of administration, content targeting, etc. * New Channels - This topic will discuss new channels being released as well as channel specifications such as JSR 168 compatibility, WSRP, etc.

Clint Peterson, General Manager-Luminis Development, SunGard SCT

Luminis- WebCT & Banner Integration [454]Luminis E-Learning313 A (CC) W1200

This session will describe Mississippi State University's implementation of the Luminis Message Broker to connect SunGard SCT Luminis, SunGard SCT Banner and WebCT. Mississippi State integrated Banner and WebCT in the Fall of 2003, added Luminis integration the following spring and upgraded from MMB to LMB during summer, 2004. We will discuss our experiences in making Luminis our integration platform and in managing the technical and business process requirements for successfully deploying an academic and administrative software solution. Topics addressed will include the project plan, marketing strategy, technical model and lessons learned in developing the organizational culture required for an integrated WebCT, Luminis and Banner enterprise system.

Deborah Fulton, Director of ITS Information Systems, Mississippi State University

(MABUG) MidAtlantic Banner Users (BOF) [691]SCT Banner General313 B (CC) M1215

Mid-Atlantic Banner Users Group birds-of-a-feather meeting to bring the members up-to-date and discuss future MABUG business.

Troy Boroughs, Director of Systems & Networks, University of Richmond

Make Open Enrollment More Efficient [238]SCT Banner Human Resources324 (CC) W1200

Have you wanted to use Open Enrollment through SCT Banner HR Employee Self Service but hesitated because you weren’t certain where to start? This session will provide an overview of a medium-sized university’s experience as we used the Open Enrollment feature for the first time in 6.0. Weber State will discuss setup in Banner and Self Service, our communication/training plan, the open meetings we held, correspondence we provided to employees, details on the actual open enrollment process, electronic transmittal to insurance companies, lessons learned, areas of confusion, our future plans, and questions/answers. This

session is for anyone considering using SCT Banner HR Employee Self Service Open Enrollment.

Cherrie Nelson, Director-Quality Support and Training, Weber State University; Ben Read, Manager-Payroll, Weber State University; Ron Jensen, Application Project Leader/Lead Analyst, Weber State University; Travis Hampshire, Compensation and Wellness Supervisor, Weber State University; Royan Smania, Programmer/Analyst, Weber State University

Making Learning a Memorable Event [354]All Solutions Training/Professional Development304 A (CC) W900

Wondering how to make your instruction more engaging and memorable? In this session, you’ll be introduced to Robert Gange’s events of instruction. Learn how to apply this nine-step approach to make your training and instruction more effective. Case studies and examples will be used to illustrate the concepts presented in this session. This session is appropriate for both trainers and faculty.

Heidi Meyers, Director of Development-Education Practices, SunGard SCT

Making Self Service a Success [172]SCT Banner StudentKalakaua Ballroom B (CC) T200

Banner Self Service for Students and Faculty, version 6.1, 2 years exp. A college wide Banner implementation has broad reaching effects, but none so visible as Self Service for students and faculty. If you are using self service, more people will become familiar with Banner through the self service piece than through the database itself. This session will demonstrate some of the basics for set up, and some strategies and hints to make self service useful and accepted by the campus community. Topics covered include getting “buy in”, setting up what/how things display (or not), informing and “training” users and those assisting users with problems, using Banner “ambassadors,” the importance of a good web tailor and tailoring hints, and documentation for both faculty and students. Our presentation will include how we integrated with our Luminus portal, lessons learned, and suggestions for managing all the multitude of pieces that make up self service.

Dorothy Osborne, Associate University Registrar, College of William and Mary

Making the Most of OpenVMS (BOF) [650]SCT Banner Technical302 B (CC) W1030

This session is designed to be a discussion oriented toward sharing ideas for making the most of the unique features on OpenVMS for running Oracle and Banner.James Gutholm, Systems Specialist-DBA, The Evergreen State College

Making Web Tailor Work for You [029]SCT Banner GeneralTapa I (H) T200

This session provides an overview of WebTailor components as they relate to roles and functions that govern web menus and web procedure access. Session also provides an explanation of where to make modifications to add additional

web roles thus providing more personalized access to web functions. Session will also explain additional WebTailor procedures, such as procedure copy, menu and procedure find functions, added by Villanova to make Web Tailor more user-friendly.

Susan Hill, Assistant Director-Enterprise-wide Systems, Villanova University

Manage Labor Budgets via PosnCtrl [012]SCT Banner Human Resources316 B (CC) W900

This presentation will provide Miami University’s solution to managing permanent and temporary budgets for personnel. The target audience is Human Resource managers, Finance managers, and Budget managers that are interested in identifying funds that have been designated for personnel budgets, both permanent and temporary. Our solution utilizes the Banner Position Control and Banner Finance modules without modifications to baseline. Permanent personnel budgets are maintained in Position Control and interfaced to Finance. Temporary personnel budgets are maintained in the Finance module only. We have created a process that analyses the utilization of the permanent budgets on a monthly basis relative to payroll expenditures against each permanent position. Through this process, we post transactions to the finance ledgers that reflect availability of temporary personnel funds. Temporary funding that is available as a result of position vacancies is made available and reported in a timely manner to financial managers.

Celia Reuss, Personnel Budget Analyst, Miami University

Managing Mailings Automatically [094]SCT Banner Advancement306 B (CC) T730

We share the design and a demonstration of a Mailing System for Banner 6.x that acts as the link between populations, the mailings they drive, and the results they achieve.

Chad Yates, IT Manager/Software Developer, University of Idaho

Managing Parent Data [002]SCT Banner Advancement309 (CC) W900

The Advancement area at WWU is responsible for the creation and maintenance of parent records. Find out how we have created a workable solution with the help of the Admissions and Student area of the University.

Donna LeBlonde, Information Services Manager-University Advancement, Western Washington University

Managing Training Staff Performance [342]All Solutions Training/Professional Development325 A (CC) M730

This session will look at a process for creating a complete performance management system for managing your training staff. We will look at the role of setting expectations from the beginning with the job description and performance standard, on-going evaluation practices for development and coaching

opportunities, and documenting performance for positive and effective annual reviews.

Cherie Whipple, Instructional Consultant, SunGard SCT

Managing your Workflow System [165]SCT Banner SCT Workflow317 A (CC) M130

This session will cover: · Architectural overview of the product · Workflow and Banner Integration · Oracle 10g Application Server · Clustering Workflow using Oracle 10g· Routine system maintenance

Targeted Audience includes IT directors, system administrators, developers and DBAs who will play a role in the implementation and administration of SCT Workflow.

Robert Rullo, Principal Software Engineer, SunGard SCT; Michael Bryzcki, Principal Software Engineer, SunGard SCT

Mandate for Information Security [427]All Solutions Common Interest Topics312 (CC) M1100

Higher Education faces significant challenges in implementing IT security, including resource constraints, ever-increasing threats, a changing legal landscape, and rapid technology advancements. This session will outline these challenges, and will outline a foundation for an information security program to address them.

Bob Hardcastle, Practice Manager, SunGard SCT; Andrew Nagorski, Senior Practice Director, SunGard SCT

Mastering the Change Order Process [016]SCT Banner FinanceTapa III (H) M130

How to successfully use the On-Line Change Order and the Approval Queue process to accomplish all necessary changes to an existing purchase order. The overview will include many things from the effective use of Modified Clauses for standard changes, to how to liquidate the remaining balance when closing standing and regular purchase orders with partial payments. New users, experienced users, and functional users, will gain valuable insight that can be easily adapted to their own systems. Wayne State University is currently on version 6.0 Internet Native Banner (INB) environment, vanilla. Which is what my presentation is based on, I have been using Banner for 3 years.

Grace Hill, Manager-Purchasing Department, Wayne State University

Maximizing and Managing Enrollment [493]SCT Matrix Student Services326 B (CC) T200

This session will focus on demonstrating the various features within SSS 2.5.1.1 and ARM 2.5.1.1 that assist schools in managing and maximizing their enrollment counts. Existing Matrix clients will benefit most from this session. Discussion topics will include; enrollment forecasting through the ARM bidding engine, pre-enrollment, waitlisting, enrollment restrictions, seat breakdown rules and conditional drop/add.

Paul Anderson, Senior Product Manager, SunGard SCT

Me Design Training? No Way! [188]SCT Banner Training/Professional Development301 B (CC) W900

So, you’re a subject matter expert getting ready to use Banner, and suddenly you’re asked to train others on using the Banner modules that you know by heart. Where do you start? You know the product, but how do you translate that into teaching it to others? How do you wear the hat of a “trainer?” How do you begin? When should you start this ball rolling? How do you design and implement training materials? Why you?

Barbara Coleman, Administrator IT Customer Service Center, Saint Louis University

Microsoft ODS [619]SCT PowerCAMPUS General307 B (CC) M1100

An overview of the Microsoft version of the ODS available to the PowerCAMPUS and Matrix customers. This is a new solution that will be available during calendar year 2005 and will be based on the Oracle ODS. This is both a functional and technical overview.

Bruce Reed, Senior General Manager, SunGard SCT

Migration - Banner and Oracle [237]SCT Banner Technical313 B (CC) W900

This session will be graded toward to the Oracle and Banner DBA. Giving the opportunity to choose the right path that will fit to their environment form different possible migration path. Address different issues that happen during both Banner and Oracle migration. What and how to test after migration? Tips and tricks to add and utilize the new features after migration.

S.M. Ziaur Rahman, DBA, Owens Community College

Mind Your Body Class (R) ♥ [676]All Solutions Common Interest TopicsHilton Beachfront U800Hilton Beachfront M600Hilton Beachfront T600

This therapeutic class is a hybrid of yoga and pilates. The Yoga portion will bring profound peace and balance to the physical and mental aspects of the body, while the Pilates portion focuses on increasing flexibility, improving balance, and strengthening the core of the body. The movements and poses in this class

are used to treat low back pain, neck pain, arthritis, and more. You will increase body awareness and gain focus for the rest of the day.


Mission Based Technology Strategy [390]Luminis Common Interest Topics301 B (CC) T1130

School administrators and technical support staff can discover the Blueprint for Technology in the Learning Environment used at Punahou School. Punahou is an independent K-12 school in Hawaii with approximately 3,700 students. Punahou uses technology to enhance teaching and learning to meet the school’s core mission of preparing students for college and beyond. Their Luminis III.2 online portal installation called ePunahou, has been used for the past 18 months to foster communication and collaboration within the Punahou community between students, faculty, staff, parents and alumni. ePunahou has become the gateway to the school’s online resources and has been the catalyst for change in the teaching culture at Punahou to one of innovation and leadership in the area of instructional technology. Teachers are now pushing the envelope to find new ways to integrate technology into curriculum in order to increase student learning and understanding.

Wendi Takemoto, Director of Information Technology, Punahou School; Eric Brown, Technical Counsel, Punahou School

Mobile Solutions for Education [121]SCT Banner SCT PocketRecruiter305 B (CC) W900

Interested in understanding how mobility plays a role in education? Untether yourself from your workstation as we explore the potential mobile technologies in use in higher education. Learn about the opportunities mobility provides to educators and staff as well as overcoming securities concerns to make mobility a reality both on and off your campus. Come see what SunGard SCT’s Mobile Solutions Group is currently doing with solutions such as SCT PocketRecruiter as well as what you can expect to see next in mobility.

Joshua Aversa, Mobile Solutions Technical Lead, SunGard SCT

Modifying the New Plus Web UI [510]SCT Plus TechnicalCoral Lounge V (H) M730

Updated for the New Plus Self Service UI released in 2004; this session will cover the methods and issues involved in making local modifications to the SCT Plus Self Service products; with special emphasis on the New UI components. Examples of simple modifications of various types will be included in the presentation. This presentation is intended for a technical audience.

Robert Coon, Technical Consultant, SunGard SCT

MS Access for the Advancement Office [244]SCT Banner AdvancementHonolulu II (H) T1130

True title: MS Access for New Banner Users in an Advancement Office Setting. This is an introductory session centered around MS Access and how it can be used in the Advancement/Development office. Topics include: overview of Access, creating a query, using/linking tables, running a query, types of queries, and analyzing the results.

David Langemo, Development Support Services Manager, Concordia University

MS Access Reporting (BOF) [646]SCT Banner Reporting and Distribution ToolsKalakaua Ballroom C (CC) M130

5-years of community - this year with chairs! Meet your peers, network, and share MS Access Reporting tips and techniques. Share what works for you and others trying to solve reporting issues. This is a continuation of the very successful MS Access BOF's from previous years. The emphasis is on sharing of solution approaches, problem solving, and the exchange of ideas. The session is a moderated Q & A event on using MS Access as a Reporting Solution for Banner. Most of us work alone on these products except for the help of our Banner Peer Group of MS Access Users. (Information Access Maturity Level: 2 & 3)

Bruce Loving, Analyst, University of North Carolina at Greensboro

MS SQL Reporting Services [672]Partner Solutions318 B (CC) M130

This session will focus on Microsoft SQL Reporting Services as a new alternative for SCT Matrix and SCT PowerCAMPUS users for improved report authoring and report distribution

John Dubois, Education Technology Evangelist, Microsoft Corporation

Multi-institutions - One Virtual Univ [369]Luminis E-LearningNautilus II (H) T900

The Tennessee Board of Regents is the sixth largest higher education system in the nation; serving over 180,000 students. The Regents online degree program is designed to provide statewide access to higher education using flexible, technology-based delivery systems. The unique funding model and customized technology driving the delivery of RODP has made it one of the top three virtual programs in the nation as noted by The Center for Academic Transformation Rensselaer Polytechnic Institute, 2003, by the Southern Regional Electronic Campus (SREC) for online student services, and showcased as an exemplary system wide model at the WebCT International Conference, 2003. This presentation will highlight the customized technology, financial gains, coordination between IT and the academic teams, and the collaborative partnerships with SunGard SCT, WebCT, and Sun that make a successful seamless integrated system for registration, uploading, grade distribution, hosting, course delivery and student services. Robbie Melton, Associate Vice Chancellor, Tennessee Board of Regents; Raja Kodali, Director of Information Systems, Tennessee Board of Regents; Kenneth Brooks, Senior Advisory Consultant, SunGard SCT

My Digital Universe [341]Luminis SCT Luminis Platform

318 B (CC) T730

My Digital Universe: Strengthening the Pulse of Institutional Productivity with the Sungard SCT Luminis Product Suite. The presentation illustrates how the Luminis Product Suite radically improves institutional productivity for every one of its constituents – students, faculty, administration and the general public – through key features on its portal and content management offerings. Audience: Institutions who are investigating the value of a portal and content management solution.

Jennifer Mulholland, Sr. Director, SunGard SCT; Judith Amsel, Luminis CMS Services Practice Manager, SunGard SCT

National Clearinghouse - Why Use It? [347]All Solutions SCT Loan Management SystemIolani Suites V, VI & VII (H) M1100

This session will review what the National Student Clearinghouse is, why and how your institution should be submitting your loan portfolio to automatically process deferments.

Suzanne Traaseth, Director Loan Collections, Minnesota St Colleges & Universities

Network Security - Best Practices (BOF) [657]SCT PowerCAMPUS General303 B (CC) T200

Network Security: Best Practices for PowerCAMPUS and IQ.Web System Administrators.” This presentation will alert IQ.Web and PowerCAMPUS system administrators to significant potential security concerns within their domain including passive and active packet sniffing on the LAN, IQ.Web password hacking using dictionary-based attacks, SQL insertion attacks, and similar security issues. The presentation will also reveal the best-practices designed to prevent these attacks and administer a more secure system.Trevor Wallis, Director of Internet Services, The Master's College

Network Tuning for Banner 7 [255]SCT Banner Technical313 C (CC) W1030

Your campus information highway is rapidly expanding beyond traditional LANs and WANs. Uninterrupted access to core institution resources is highly dependent on this resource. This session will review network best practices, common problems, solutions, and services.

Adam Blair, Senior Network Architect, SunGard SCT

New DBA Survival Guide [014]SCT Banner Technical327 (CC) W900

Tips and techniques valuable for DBA's starting out on Oracle and Banner, gleaned from my own experiences.

Larry Holder, Database Administrator, Univ of Tennessee at Martin

New for 2.5.1 - Selected Features (HOT) [678]SCT Matrix Student Services321 A (CC) U900

Hands-on training will be provided on selected new functionality in each Matrix application: enhancements to GPA calculation, more Program Of Study options at the Self-service, Prospect and Applicant Fast Entry level, new PROFILE Import functionality in SAS, and new Payment Plan functionality in SBS. Note: attendance at this session will be limited. Seating preference will be given to registrants who used the on-line schedule builder to sign up for the session.

Madge Lewis, Practice Manager, SunGard SCT

New Payroll Pledges Integration (R) [589]SCT PowerCAMPUS Finance/Great Plains303 B (CC) M1100303 B (CC) M130

A preview of the new Payroll Pledge Integration to be released with PowerCAMPUS 6.0 in 2005. Learn about the functionality and integration workflow; and see a demonstration of paying a pledge using the payroll deduction methodology. General setup requirements and messaging and posting options available with this integration will be discussed. There will also be an opportunity for questions and answers about this new feature. A high-level functional overview intended for administrative; business and advancement office users as well as system administrators who are interested in this new feature.


New Trends in Strategic IT Planning [413]All Solutions SCT Services313 A (CC) M130

When the rapids of changing technology meet the more practical constraints of staff retention and budget availability, a classic rethink of strategic IT planning can create a dynamic new flow of institutional thought. This “Ready-Fire-Aim” process has become popular in the past year with many higher education institutions’ re-aiming, or often creating, their strategic IT plan.

Andrew Nagorski, Senior Practice Director, SunGard SCT; Kelly Irwin, Practice Manager, SunGard SCT; Bob Hardcastle, Practice Manager, SunGard SCT

ODS & EDW Administration [020]SCT Banner/SCT Plus SCT Enterprise Data Warehouse301 A (CC) W900

This presentation will cover the basics of administering the Enterprise Data Warehouse; including movement of data from the ODS into the EDW; data cleansing; and building of the EDW Cognos cubes. Related ODS Administration requirements will be discussed also. (Information Access Maturity Level: 4)

James Carter, Sr. Technical Architect, SunGard SCT

ODS (BOF) [641]SCT Banner/SCT Plus SCT Operational Data StoreIolani Suites V, VI & VII (H) T200

Join us for an opportunity to discuss how your colleagues are using SunGard SCT's Operational Data Store. What's working and what's not? What can we learn from each other and where are things heading? (Information Access Maturity Level: 3)

David Trott, Administrative Liaison, College of William and Mary; Laura Hendrick, IT Director, Wayne State University

ODS Future Direction [337]SCT Banner/SCT Plus SCT Operational Data StoreS. Pacific Lounge II (H) T1130

Discuss the product roadmap of ODS. Include product calendar items for upcoming releases as well as release schedule.

Tom Chaves, Product Manager, SunGard SCT

OnCourse Insights [547]SCT Plus Student317 B (CC) T200

Understanding how the OnCourse degree audit works for more effective and efficient degree requirement and degree program construction. Content is primarily for intermediate and advanced SunGard SCT Plus Student 1.20 OnCourse users. Presenter has 16 years experience with OnCourse.

Mark Simons, Principal Software Engineer, SunGard SCT

One College- One Portal- So What? [440]Luminis Common Interest Topics326 A (CC) W1030

Butler Community College implemented Luminis as a key element in our transformation into a more student-centered learning environment. We moved from disparate e-mail platforms to Luminis, a total communication package which unites students, faculty and staff under one umbrella. Thus the motto was born, “One College, One Portal”. As change agents for Butler, the Pipeline Steering Committee guided the implementation process. The challenge was moving users out of their comfort zone and into the world of portal communication. In this session we’ll discuss how our staff and students reacted in each of the stages and what we did to help move them into acceptance - what worked, what didn’t, and what we would have done differently. Butler moved to Luminis in March of 2003 and recently upgraded to Luminis 3.2. We’ve been a Campus Pipeline institution since 1999. This presentation will give practical and valuable advice to schools in the planning or implementation stages of Luminis.

Susan Gilliland, Banner/Pipeline Trainer, Butler Community College; Tom Erwin, Chief Information Officer, Butler Community College; Connie Craft, Registrar, Butler Community College; Rhonda Morrison, Associate Registrar, Butler Community College

Online Admissions with Matrix SMS [500]SCT Matrix Student MarketingNautilus II (H) M930

Kellogg’s Executive MBA program launched its online application for admission in January 2005, using the SCT Matrix Self-Service module. As one of the first schools to use the online application functionality, we would like to share our experience in the areas of:· Customizing the fields in the online application, including “Misc” and custom fields· Customizing the look of web pages to match Kellogg’s standards· Integrating a custom credit card payment module· Printing the application in the Admissions Office· Communicating with applicants through the Self-Service portal

This session is primarily intended for IT staff, but may be of interest to admissions staff as well. We will show the online application and how it is integrated with the rest of Matrix, but we will also discuss how changes were made to the out-of-the-box system. Products: SunGard SCT Matrix 2.4.3 SMS Self-Service.

Espen Zachrisen, Project Manager, Kellogg School of Management; Matt Dusek, Software Engineer, Kellogg School of Management

Online Communities and Advancement [322]SCT Banner Advancement317 B (CC) W900

In our search for an integrated software solution that would fulfill the needs of advancement: gift processing, alumni and student tracking, prospect research and event planning we have identified SCT Banner Advancement self-service as a key component for promoting the objectives and goals of our university. We are pleased to find that every need that we identified could be satisfied with SCT Advancement Self-Service! During this presentation, participants will have the opportunity to learn how to apply the power within this module to create an online community for current students, alumni and for external constituencies. SCT Advancement also provides the user a range of user-friendly web-forms that capture material that is required for a full-service, comprehensive development office. Lastly, the user is offered the ability to upload, download and complete queries using a seamless system interface – SCT Banner.

Chris Williams, Development Data Coordinator, California State University

Open Learning Registration - Fin Aid [147]SCT Banner Financial Aid324 (CC) M1100

This session will discuss enhancements to the SCT Banner Financial Aid 6.0 product in support of Student's Open Learning Registration (OL:R). An overview of the impacts and enhancements will be included. Did you know that Financial Aid can take advantage of these enhancements even if Student doesn't implement Open Learning Registration?

Kathy Blattner, Consultant, SunGard SCT

Open Learning Registration from A-Z [087]SCT Banner Student316 C (CC) W1030

This session looks at Banner Open Learning from scheduling, through registration and grading. Attendees will learn how to set up open learning sections in the

class schedule, how to set up registration, refund, and extension rules, how to register students in open learning sections, and how to auto grade sections based on date ranges. Banner 6x, SS:Student 6x. I have worked with Open Learning Registration for over a year.

Dorothy Marron, Student Consultant, SunGard SCT

Open Source Software & SunGard SCT [435]Luminis Common Interest Topics316 A (CC) M730

Open source software is generating a lot of buzz in higher education today. Projects like Linux, uPortal, and Sakai are catching headlines. This session will provide a perspective on what open source is all about and why it is important to higher education and SunGard SCT alike. We will talk about some of the projects that SunGard SCT has been involved with such as uPortal and OpenEAI, as well as examine other interesting projects emerging on the horizon, like Sakai, OSPI and others. This session is intended to be educational, thought-provoking and will perhaps provide some insights into SunGard SCT's strategy for a future with open source.

Michael Zackrison, Sr. Product Manager, SunGard SCT

OpenEAI in Banner 7.x [239]SCT Banner TechnicalS. Pacific Lounge I (H) T900

This presentation will cover: - What is OpenEAI? - Impetus for OpenEAI - How the OpenEAI project was initiated - Some benefits of using OpenEAI today - Some long-term and potential benefits of using OpenEAI and participating in the project - Brief tour of the OpenEAI Sample Enterprise examples.

Steve Wheat, Enterprise Architect, University of Illinois

Oracle Application Server 10g [307]SCT Banner TechnicalCoral Lounge V (H) M130

Unifying the Digital Campus. This means more than you can imagine. How do we make it work and where do we start? It's all on the middle tier! This session will explain the Oracle Application Server 10g new configuration challenges for Banner 7.0. We will talk about the deployment of the Oracle Developer Suite 10g. We will cover the installation and configuration of the new Banner 7.0 Online Help in the Oracle AS 10g J2EE environment. Oracle Enterprise Manager and the Oracle Grid computing environment will be discussed.

Julie Turnbull, Architect, SunGard SCT

Oracle Developer Suite – Forms10g [198]SCT Banner TechnicalKalakaua Ballroom C (CC) M1100

This session will be discussing the latest version of the developer suite and what that means to you and your institution. New and obsolete features and functionality will be discussed, as well as what the impact of the development effort is on the environment and what to expect down the road. This is

technical in nature but not specific to the amount of experience using the tools.

Steve Quigley, Advisory Technical Architect, SunGard SCT

Oracle Web Based Reports [229]SCT Banner TechnicalCoral Lounge I (H) T730

This session is intended for everyone interested in using Oracle Reports Developer 9i/10G to develop and deploy Banner web based reports. One of the major advantages of the web reporting system is that it allows you to retrieve data dynamically; when properly used, you will be able to retrieve accurate, up-to-the-minute information, when you need it. Information Access Maturity Level: 2 & 3)

Salah Dami, DBA/Programmer, Essex County College

Oracle10g and Banner [319]SCT Banner TechnicalCoral Lounge III (H) T730

Oracle10g has a number of significant differences from Oracle9i, particularly in the area of manageability. Manageability topics covered will include how to build a 10g database, how to use the automated tuning and management tools, and an overview of some of the available advisors and alerts. Other topics will include tips on how to prepare for the migration to 10g, and lessons learned from SCT testing of Oracle10g with the Banner database. This latter area will address the implications of Oracle’s desupport of the Rule-Based Optimizer in favor of the Cost-Based Optimizer.

John Morgan, Advisory Technical Architect, SunGard SCT

Overview of SCT ODS & EDW Services [445]All Solutions SCT Services318 A (CC) M930

This session discusses both the required and optional services available for the SCT ODS and EDW. We will discuss each of the available services and how they fit into your adoption of the ODS and EDW as a successful resource for reporting and information access. This session is particularly beneficial for those planning to implement the SCT ODS and/or EDW; including IT directors, project managers, and members of the technical and functional teams. (Information Access Maturity Level: 3 & 4)

Dave Sharman, Senior Practice Director, SunGard SCT; Jenny Campbell, General Manager Application Practices, SunGard SCT

Packaging Theory - Manual or Automatic [617]SCT PowerCAMPUS Financial Aid/PowerFAIDS305 A (CC) T730

This training session will discuss how, when and who could receive your limited financial aid resources. We will look at different packaging theories including merit and need-based aid as well as awarding the students manually or using automatic packaging. Audience: All levels of PowerFAIDS Users. Version: PowerFAIDS 10.1 Experience: Have used PowerFAIDS since its inception in 1997.


Parking and SIS Plus [528]SCT Plus Accounts ReceivableHonolulu II (H) W1030

Learning how Northern Kentucky University has interfaced Cardinal TickeTrak for Parking with SIS Plus. A demonstration Cardinal Software and how NKU interfaced Ticketrak with SIS will take place. Learn how a database has been created to issue permits out of Student Self-Serve loading the Permit numbers and charges into BR overnight. Also learn how NKU interfaced payments, waivers and other information from SIS back to TickeTrak.

Beverly Beck, Lead Programmer/Analyst, Northern Kentucky University

Part Time Faculty Pay [288]SCT Banner Human Resources306 B (CC) W1030

Processing pay for hundreds of part time faculty is a problem many schools struggle with. Portland Community College has successfully been using a process we developed that uses information primarily from the Student side of Banner to create Banner HR Employee Jobs (NBAJOBS) records for part time faculty for each section of each term. With minor customization to Banner to accommodate our union contracts, one person can enter over 6500 jobs records each term in less than 5 days.

Julie Kinney, HR Systems Development Manager, Portland Community College

Pave the Way - Concurrent Curricula [169]SCT Banner Student316 A (CC) M130

The Concurrent Curricula project for Banner Student 7.0 introduces the foundation that will support the recording and tracking of an unlimited number of programs of study (curricula) for a student as well as unlimited majors, minors and concentrations associated with a curriculum. This session will review the foundation steps delivered with the 7.0 release, including the new database structures, the new user-interface for data entry, technical processing and an introduction of the Concurrent Curriculum APIs.

Pam Berry, Banner Student Business Analyst, SunGard SCT; Cindy Friend, Advisory Software Engineer, SunGard SCT

Payment Processing with J-Point [393]Partner Solutions326 B (CC) M1100

SalePoint’s payment processing tools increase productivity, efficiency and constituent services. The J-Point software and IBM POS hardware allow for greater speed of processing, shorter registration lines and accurate audit trails. SalePoint has interfaced to SunGard SCT’s products for 17+ years and continues to be a leader in the payment processing industry. The session will focus on embracing available technologies and leveraging best practices in processing all payment types. Some of J-Point’s features include: * Real-time interfaces to Banner, Plus & Matrix (Student A/R and Financials)

* Student account detail displays in each transaction * Validation of FOAPAL and other COA segmenting * Web-based solutions for student payments and departmental deposits * Integrated credit & debit processing * Check & document imaging

This session is recommended for VP’s of finance, controllers, bursars, accountants, auditors and business/cashiering office staff.

Thomas Tischer, Vice President-Client Services, SalePoint Inc.; Jeff Spunt, Senior Sales Executive, SalePoint Inc.

Payments to Non-Resident Aliens [429]Partner Solutions328 (CC) M130

A presentation on handling payments to foreign nationals including discussions on using the new interface between Windstar's International Tax Navigator and SCT Banner HR/Payroll System version 6.X Target Audience: Individuals who deal with payments to foreign nationals.

Gary Singer, CIO, Windstar Technologies Inc.

PC - GPS Integrations Best Practices [587]SCT PowerCAMPUS Finance/Great Plains303 B (CC) U330

There are many ways to share data between PowerCAMPUS and Great Plains; Posting to the GL, Chart of Accounts Integration (PC 5.0+), Payroll Integration (PC 5.0+), Refund Export/Check Generation, Bank Reconciliation (PC 5.1+). In this session, each process will be demonstrated in both PC and Great Plains. For each process, we will also discuss and demonstrate best practices.

Len Lipkin, Product Manager, SunGard SCT; Michael Peck, Senior Consultant, SunGard SCT

PCUG Advancement Roundtable (BOF) [654]SCT PowerCAMPUS Advancement305 B (CC) T1130

Advancement Roundtable for SCT PowerCAMPUS clients

Rue Ann Michael, PowerCAMPUS Product Manager, SunGard SCT

PCUG Annual Business Meeting (BOF) [658]SCT PowerCAMPUS General305 B (CC) M1215

This session is the annual business meeting of the PowerCAMPUS Users Group -- a voluntary association of PowerCAMPUS clients. Attendance is limited to staff from PCUG member schools. Please pick up a box lunch and join us.

Nicole Schoenhals, Associate Dean and Registrar, Saint Paul School of Theology

PCUG Finance Roundtable (BOF) [656]SCT PowerCAMPUS Finance/Great Plains307 B (CC) M930

Finance/Great Plains roundtable.

Len Lipkin, Product Manager, SunGard SCT

PCUG Financial Aid Roundtable (BOF) [655]SCT PowerCAMPUS Financial Aid/PowerFAIDS305 B (CC) T900

Financial Aid Roundtable for PowerCAMPUS clients

Rue Ann Michael, PowerCAMPUS Product Manager, SunGard SCT

PeopleAdmin - Applicant Tracking [423]Partner Solutions309 (CC) M930

During this session, PeopleAdmin will demonstrate their online employment application, job requisition and position description management system uniquely designed for the needs of Higher Education. Over 140 leading institutions utilize PeopleAdmin to reduce the time, cost and paper associated with the recruitment process.

Brandon Phipps, Sales Manager, PeopleAdmin Inc.

Perkins Due Diligence Requirement [346]All Solutions SCT Loan Management SystemTapa II (H) W900

This session will cover the mandatory federal regulations governing the Federal Perkins Student Loans for "Due Diligence”.

Suzanne Traaseth, Director Loan Collections, Minnesota St Colleges & Universities

Perl Scripting for Report-Job Submission [127]SCT Banner Technical324 (CC) M930

By modifying job submission output using Perl, custom reports can be created without touching baseline code. New Mexico Highlands University has developed our own custom reports in addition to the standard Banner reports designed by SCT. Our goal is not to modify any Banner baseline code in order to do custom report printing because we often receive patches and upgrades which would overwrite our modification. Our solution is to write Perl scripts which act as an interpreter between Banner and the C/COBOL job submission programs to create report files, which are opened, read and modified to create custom report files which can be saved or/and printed from Banner. Banner patches or upgrades do not affect the Perl scripts. Perl scripts can also be used to retrieve additional data from the Banner database which can be added to the report. Tips for programming Perl will also be presented. (Information Access Maturity Level: 2)

Kenneth Litherland, System Analyst/Programmer, New Mexico Highlands University

PL/SQL Libraries - Unit Test & Doc [095]SCT Banner Technical

320 (CC) M930

We share some of the decisions, standards, and design methodologies used in building institution specific custom API’s and how to leverage utPL/SQL unit testing and automatic plDoc reference documentation.

Chad Yates, IT Manager / Software Developer, University of Idaho

PL/SQL Performance - BULK COLLECT [300]SCT Banner Technical315 (CC) T200

This session will present a demonstration of how the performance of code using PL/SQL cursor loops can be dramatically improved by taking advantage of BULK COLLECT and FORALL. By avoiding the costly context switches associated with traditional cursor loop techniques, execution speed can be improved by orders of magnitude. Some practical applications of the technique will be demonstrated as well as a discussion of the implications for overall system resource allocation and usage.

James Gutholm, Systems Specialist-DBA, The Evergreen State College

Planning for Reporting Success [263]SCT Banner Reporting and Distribution ToolsCoral Lounge IV (H) W1030

Successful reporting doesn't happen by accident. It is most often the result of good honest work by members of an institution's business and technical community, all following a plan laid down after a critically honest assessment institutional objectives, reporting assets, and current technology. This session will identify a general approach that can be taken to develop a Strategic Reporting Plan for your campus that considers all facets of reporting--for operational support, for management oversight and control, and for strategic planning and research needs. It will touch on data storage issues as well as presentation and training issues. The intended audience is organizational business and technical leadership. (Information Access Maturity Level: 2, 3 & 4)

Paul Stormo, Consultant, SunGard SCT; Dave Sharman, Senior Practice Director, SunGard SCT

Pledges in Advancement and Finance [213]SCT Banner Advancement328 (CC) M930

Many institutions use the Advancement module to record and keep track of pledges but do not feed the data to Finance preferring to record the data manually. This session will review how to feed the data by reviewing the two modules and how they interact with rule classes and designations. Advancement and Finance users should attend, especially new users. We have made no modification to our system and we are in our fifth year of using the system.

Michael Dorner, Vice President for Finance, Concordia University-St. Paul

Plus Data Extract Process for ODS [520]SCT Plus Reporting and Distribution ToolsCoral Lounge II (H) M730

This session will cover the Plus ODS Data Extract Processes. The session will cover an overview of the ODS and the SCT Information Access Initiative. It will cover the baseline modifications and processes involved in capturing data changes on a daily basis. It will cover the automated generation of the Data Extract I/O subroutine code based on the DBD. Lastly, it will cover the data extract process itself and the data models used to prepare data for loading to the ODS.

Jim Sexton, Advisory Technical Engineer, SunGard SCT

Plus Employee Self-Serv Enhance (BOF) [653]SCT Plus Human ResourcesIolani Suites V, VI & VII (H) T730

Join us for a discussion of the future enhancements to the Plus Employee Self-Service product. This session will address outstanding RPEs as well as SunGard SCT's approach to implementing them. Client input is important; so this open discussion is a joint effort between SunGard SCT personnel and clients. Take advantage of this time with SunGard SCT personnel to "let your voice be heard".Mary Ellen Cravotta, Lead Software Engineer, SunGard SCT; Les vonHolstein, Plus Development, SunGard SCT

Plus FAM - E-Perkins [567]SCT Plus Financial AidTapa III (H) T730

NJIT is administering its Perkins Loan Program by utilizing electronic processes, including electronic signature. We will demonstrate how we modified SCT’s delivered system to implement E-Perkins, as well as, share with you all of the other electronic business processes utilized in the Perkins Loan process flow. The use of the electronic promissory note and disclosure statements eliminates the need to interact with the borrowers on an individual basis. This was a very time consuming process in the past. It also streamlines the paper flow process which was also quite tedious. NJIT implemented E-Perkins since the Summer of 2003.

Prema Teklinski, Project Leader SIS, New Jersey Institute of Technology; Kathy Bialk, Director of Student Financial Aid Svcs., New Jersey Institute of Technology

Plus FAM - ISIR/EDE Processing [563]SCT Plus Financial AidCoral Lounge I (H) M1100

This session provides an overview of OAR Cycle Processing with emphasis on managing your SAR Reject Log. This includes a discussion on bringing in new ISIR data and using FAM processing to resolve conflicting information in light of USDE's clarification on regulations for Title IV funding requiring an adequate internal system for identifying differences.

Mary Fran O'Herron, Plus FAM-ActionLine, SunGard SCT

Plus FAM - The Technology Pyramid [566]SCT Plus Financial Aid304 A (CC) M130

The Technology Pyramid: Understanding Where You Are on the Pyramid and How High You Want to Go. This session will explore the progressive implementation of technology in a financial aid office. Using the "Technology Pyramid" that was featured in NASFAA's Student Aid Transcript, presenters will demonstrate ways to increase the use of technology in a financial aid office with an emphasis on staffing and cost considerations. The “Technology Pyramid” is an illustration that provides a road map for implementing various technologies while moving toward a paperless environment, and is loosely based on Maslow's "hierarchy of needs." The eight levels of the pyramid will be discussed along with the “drivers of change,” and the internal and external pressures that aid offices face. Learn how the staff from student financial aid and administrative computing services have worked together to move the financial aid delivery system up the technology hierarchy. This presentation will feature its process of moving student application information from the Web to the mainframe (Plus SIS/FAM), and processing information from SIS/FAM back to the Web. See some electronic administrative initiatives beyond processing aid.

Mark Evans, Director Student Financial Aid, Kent State University; Barbara Boltz, Director of Information Services, Kent State University

Plus FAM Business Content in ODS [559]SCT Plus Financial Aid301 A (CC) U330

Looking to pull more meaningful information from your SCT Plus FAM system through reporting? SCT’s Information Access initiative offers a number of solutions for your reporting needs. This session will focus on the business content of SCT Plus FAM and its representation in the Operational Data Store (ODS). Attendees will see how information is represented in the ODS and how it got there from SCT Plus, sample types of FAM reports that can be generated from the ODS, and how the ODS can be enhanced to support additional operational reporting needs.

Donna King, Advisory Software Engineer, SunGard SCT; Mary Fran O'Herron, Plus FAM-ActionLine, SunGard SCT

Plus FAM Client Forum (BOF) [706]SCT Plus Financial Aid308 B (CC) T200

SCT Plus FAM open client forum provides an opportunity for clients to ask questions of SCT Plus FAM personnel, as well as brainstorm ideas and solutions amongst client peer group.

Thomas Mack Jr., Product Manager, SunGard SCT; Mary Fran O'Herron, Plus FAM-ActionLine, SunGard SCT

Plus FAM COD - Direct Lending [555]SCT Plus Financial AidHonolulu III (H) W1030

SCT Plus FAM supports Common Origination and Disbursement Full Participation Direct Loan Processing. This session provides more specifics of the SunGard SCT Plus approach to supporting Common Origination and Disbursement Direct Lending processing. A companion session provides a more general overview and specifics about Pell Grant processing.

David Camera, Senior Functional Consultant, SunGard SCT; Donna King, Software Engineer, SunGard SCT

Plus FAM COD - General & Pell Grants [553]SCT Plus Financial AidHonolulu I (H) W900

SCT Plus FAM supports Common Origination and Disbursement Full Participation Pell Grant Processing. This session provides a general overview of SunGard SCT Plus approach to supporting Common Origination and Disbursement with emphasis on Pell Grant processing. A companion session will address specifics for Direct Lending processing.

David Camera, Senior Functional Consultant, SunGard SCT; Donna King, Software Engineer, SunGard SCT

Plus FAM Financial Aid Systems Mgmt [568]SCT Plus Financial AidS. Pacific Lounge II (H) M930

A panel of Plus FAM Users will discuss how they manage their financial aid systems. Users will present samples of their systems operations calendars, production schedules, job naming schemes, and documentation of systems processes.

Kathy Bialk, Director of Student Financial Aid Svcs., New Jersey Institute of Technology; Deborah Faust, Director of Financial Aid, Lake Superior State University; Kay Dinkleman, U of Nebraska – Lincoln; Nazih Darwiche, Manager-Student Financial Aid System, Kent State

Plus FAM Loans - Perkins/CommonLine [560]SCT Plus Financial AidHonolulu II (H) W1200

This session will review the functionality added to Plus FAM to support regulations regarding Federal Perkins Loan processing for the 2004-2005 award year, along with upcoming enhancements to the process. In addition to discussing Perkins Loans, this session will review the CommonLine School Certification Request Loan enhancement released in September, 2004.

Debbie Balasano, Senior Advisory Software Engineer, SunGard SCT; Judy Phillips, Software Engineer, SunGard SCT

Plus FAM Self Service Demo & Discussion [554]SCT Plus Financial AidS. Pacific Lounge I (H) M730

This session will provide a demonstration of the financial aid module of the SCT Plus Student Self Service application. An overview of the self-service financial aid module will be presented with an emphasis on the most recent deliverables. The session will also provide an opportunity for clients to participate in an informal discussion and provide input for future enhanced functionality.

Peggy Delaney, Senior Functional Consultant, SunGard SCT; David Camera, Senior Functional Consultant, SunGard SCT

Plus FAM: XML Industry Overview- Tips and Tricks [561]SCT Plus Financial Aid309 (CC) T1130

Plus FAM implemented XML processing a couple years ago. Please join us for additional information regarding the XML structure, reference material, file editing, and XML tools - along with an overview of how XML is being integrated into financial aid processing. This session will also provide you an opportunity to share XML tips and tricks with your peers.

Judy Phillips, Senior Advisory Software Engineer, SunGard SCT; Debbie Balsano, Senior Advisory Software Engineer, SunGard SCT

Plus FRS Business Content in ODS [550]SCT Plus Finance317 A (CC) U330

SCT Plus Financial Records System (FRS) Business Content in ODS. Looking to pull more meaningful information from your SCT Plus FRS system through reporting? SCT’s Information Access initiative offers a number of solutions for your reporting needs. This session will focus on the business content of SCT Plus FRS and its representation in the Operational Data Store (ODS). Attendees will see how information is represented in the ODS and how it got there from SCT Plus, sample types of FRS reports that can be generated from the ODS, and how the ODS can be enhanced to support additional operational reporting needs.

Robert Ashcraft, Director - Plus Solutions, SunGard SCT

Plus HRS - Recalling What You Knew [506]SCT Plus Human ResourcesCoral Lounge II (H) M930

Remembering What You Forgot or Learning Something New. This session will cover areas of Plus HRS that we use everyday but maybe never really learned some of the options that are available. Whether you have been running HRS for a long time or are new to Plus HRS.


Plus HRS Business Content in ODS [543]SCT Plus Human Resources317 B (CC) U330

Looking to pull more meaningful information from your SCT Plus Human Resource System (HRS) through reporting? SCT’s Information Access initiative offers a number of solutions for your reporting needs. This session will focus on the business content of SCT Plus HRS and its representation in the Operational Data Store (ODS). Attendees will see how information is represented in the ODS and how it got there from SCT Plus, sample types of HRS reports that can be generated from the ODS, and how the ODS can be enhanced to support additional operational reporting needs.


Plus HRS Tips and Tricks [518]SCT Plus Human Resources309 (CC) M130

This session will cover some Plus HRS "tips" & "tricks" that can assist you when trying to - find an employee's information in a quick; effective way using the name search facility; view Check or Labor history; navigate through the online; field or screen help search facility; resetting a field to its initial value in batch or online; and many other tips and tricks. The goal of this session is to share with you; and maybe others will too; the little tricks and tips we've encountered over the years that make those Plus HRS tasks a little easier.

Mary Ellen Cravotta, Lead Software Engineer, SunGard SCT

PLUS Loan Refunds [022]SCT Banner Financial Aid301 A (CC) M1100

This session will show how WKU processes their PLUS loan refunds from RPAELAP to the check process. By adding 2 scripts to the process we are able to print the parent's name on the check with very little manual intervention by the user. This did not require any change of Banner forms or processes. This presentation is intended for both the user and the programmer. The Banner areas covered will include Financial Aid, Accounts Receivables and Finance. WKU is on Version 6.3.3 in FAM, 6.0.1 in A/R and 6.0 in Finance. We have been on Banner Financial Aid since 1999.

Doris Settle, Application & Programming Group Manager, Western Kentucky University

Plus Moves to Banner [066]SCT Banner LEAPHonolulu II (H) M1100

This session will provide a technical overview of requirements for Plus clients leaping to Banner. Banner6/7 considerations will be discussed. Eveline Taylor and Kathleen O'Donnell have over 20 years combined experience with Banner and have worked with LEAP clients for the last 2 years. This session will benefit technical users supporting their institutions in this move.

Eveline Taylor, Principle Technical Consultant, SunGard SCT

Plus Self Service UI Technical Info [535]SCT Plus Self-Service318 B (CC) T200

Many technical changes were made to support the new User Interface (UI) for the SCT Plus Student Self Service and Faculty and Advisor Self Service applications. In this session we will review the types of changes made to support accessibility and the new navigational flow and we will walk through some examples.

Pat Coyle, Sr. Technical Architect, SunGard SCT

Plus Services Update [551]SCT Plus TechnicalTapa I (H) W1030

This presentation will provide an overview of available Plus services. The target audience includes all Plus users interested in available services and how

they can benefit your institution. If your institution is interested in LEAPing, we will discuss how our services can be used to assist in the process.

Keith Hawkins, Practice Manager, SunGard SCT

Plus SIS Business Content in ODS [541]SCT Plus Student301 B (CC) U330

Looking to pull more meaningful information from your SCT Plus SIS system through reporting? SCT’s Information Access initiative offers a number of solutions for your reporting needs. This session will focus on the business content of SCT Plus SIS and its representation in the Operational Data Store (ODS). Attendees will see how information is represented in the ODS and how it got there from Plus SIS, sample types of student systems reports that can be generated from the ODS, and how the ODS can be enhanced to support additional operational reporting needs.

David Killip, Advisory Consultant, SunGard SCT

PM - Life in the Fast Lane [428]All Solutions SCT Services328 (CC) T1130

Solutions are getting broader, time lines are getting shorter, this is the reality of the Project Managers world. Effective Project Management can make the difference in positioning your projects for success. This session will explore creative ways to leverage process and innovation to meet the demands of today's challenges.

Steve McLoughlin, Senior Practice Director, SunGard SCT

PocketRecruiter for Banner [074]SCT Banner SCT PocketRecruiter327 (CC) T730

Have you found that your ability to respond to prospective students is delayed until recruiters have returned to the office from their recruiting events? Or that while at a recruiting event your information is not quite as current as you would like it to be? SunGard SCT can help you offer mobile access that will enable recruiters to provide on the spot answers to prospective students regarding their stage in the admissions process as well as the opportunity to update their existing information; thereby decreasing the amount of follow up required compared to historically manual processes. This session will provide you an overview of how mobility connects staff to the various campus software solutions such as SCT Banner; unifying their interactive experience among systems on campus even while they are off campus.

Joshua Aversa, Mobile Solutions Technical Lead, SunGard SCT; Stephanie Connors, Product Manager, SunGard SCT

PocketRecruiter Hands-on (HOT) [122]SCT Banner SCT PocketRecruiter319 B (CC) T1130

Experience for yourself the ability to have mobile access to prospective student information, update records and provide immediate responses to prospects all

while disconnected from the administrative system. Attendees will walk through a typical recruiting scenario and explore the value of having up to date information regarding prospective students available to them via a Pocket PC. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Joshua Aversa, Mobile Solutions Technical Lead, SunGard SCT; Stephanie Connors, Product Manager, SunGard SCT

Policies for Luminis CMS [432]Luminis SCT Luminis Content Mgmt Suite304 A (CC) T900

Implementations of the Luminis Content Management Suite (Luminis CMS) have the potential to transform the ways that institutions of higher education publish, share, and even think about their web-based information. These transformations include, for example, the standards applied to web content and formatting; the distribution of different aspects of the web content creation and maintenance tasks to a variety of individuals; scheduled automatization of web content publishing, updating, and archiving; and the easy repurposing of web content for use in multiple presentation modes or contexts. This session addresses technical and organizational policies, processes, and standards that permit a wide variety of people to use the Luminis CMS in a coordinated fashion that takes into account the unique needs of the institution and its stakeholders.

Judith Amsel, Luminis CMS Services Practice Manager, SunGard SCT

Portal Delivery: A Bold Approach [376]Luminis Common Interest Topics313 A (CC) T730

The University of Saskatchewan serendipitously acquired the Luminis Platform 3 Portal as part of a package purchase of Banner Student and Banner Finance in June 2003 and rolled it out that September. PAWS (Personalized Access to Web Services) is still very much a work in progress, but we're already reaping the benefits of having one electronic place for all of our campus community to go to find information that's tailored to their individual needs. And, we think we may have developed some new “best practices” in the process. In this presentation we’ll discuss how we were able to put out our portal in two months and what we’re doing with it. We’ll review our experience with both the Luminis product and our project. We’ll talk about the challenges we faced (technical challenges, organizational challenges, policy challenges) and how we addressed them. We’ll talk about what worked well and what didn’t, what we learned and what we’d recommend to others.

Rick Bunt, Associate Vice-President-ICT, University of Saskatchewan; Jonathan Moore-Wright, Manager of Student Computing, University of Saskatchewan

POWER Your Integration Tools [626]SCT PowerCAMPUS Billing and Cash Receipts308 A (CC) T200

More effective use of the three integration tools will improve efficiency and accuracy of MCNY's financial functions. These tools are: the Charge/Credit Import, the PowerFaids Interface, and the Integration Manager. We have used

these tools for converting detailed historical billing data, importing EFT download files, exporting accounts payable files and reconciling the PowerCAMPUS Billing and PowerFaids. In the process, we learned valuable lessons, customized utilities and discovered pitfalls that need to be resolved with technical help. The Charge/Credit Import and PowerFaids Interface are easier to use. Yet, in order to get the greatest advantage from them, it is helpful for users to prepare data using Microsoft Access and/or Microsoft Excel before importing it into these utilities. Integration Manager needs a lot of set-up on Great Plains and PowerCAMPUS before use. In order for it to be the most flexible to the user's needs, an SQL administrator should help customize it for maximum usability.

Yihua Feng, Director of Financial Reporting, Metropolitan College of New York

PowerCAMPUS - New Doc on the Horizon [605]SCT PowerCAMPUS Technical303 B (CC) M930

This session will provide a look at the new documentation that is being developed for PowerCAMPUS clients. The PowerCAMPUS team has provided users with a large amount of documentation. We are now organizing this information into a feature-driven User Guide and Online Help system. You'll see how the User Guide is being redesigned and made available as a PDF file, and how easy it will be for users to locate information. This session is for any PowerCAMPUS users who are interested in documentation. After learning about the future plans for PowerCAMPUS documentation, you will have an opportunity to offer any comments or suggestions you may have.


PowerCAMPUS - Vista Views and Reports [599]SCT PowerCAMPUS Advancement308 A (CC) U330

The session will include a presentation, which will discuss the purpose of Vista Views and Vista Reports. Presentation will include a discussion on how the Vista Security works along with how the Vista View and Vista Reports tools work together to provide flexible, reliable reporting. Participants will be able to do the following after attending this session: Understand how to setup Vista Security, Understand how the Vista View tool works with the Vista Report tool, Create intermediate Vista Views and associated Vista Reports, Troubleshoot Vista Views and Reports to get back the information they want. Session will include a hands-on demonstration illustrating Vista Security, the creation of intermediate views and how Vista Views are then used in Vista Reports. Target Audience for this session is end-users or System Administrators that have intermediate experience with the Vista Views and Vista Report tools in PowerCAMPUS.

Ardan Sharp, Lead QA Testing Analyst, SunGard SCT

PowerCAMPUS & Schools for the Arts (BOF) [688]SCT PowerCAMPUS Academic Records305 B (CC) U330

Intended for individuals who work for independent institutions or schools which occur within the context of larger institutions which admit and train students in the visual, written and performing arts; discussion of how software may be used to support our missions as well as ours shared issues and concerns.

Robert Winkley, Registrar, New England Conservatory of Music

PowerCAMPUS 7.0 [621]SCT PowerCAMPUS General305 A (CC) M730

PowerCAMPUS will be working toward a technical advancement of their solutions with the 7.0 release. This session is intended for all PowerCAMPUS users to explain some of the behind the scenes work that will result in a an improved product experience for PowerCAMPUS users. I am a member of the program team that is currently working on this version. I have worked on PowerCAMPUS since May 2002.

Daniel Mongeluzi, Development Manager, SunGard SCT

PowerCAMPUS and Emergency Planning [630]SCT PowerCAMPUS Financial Aid/PowerFAIDS307 B (CC) T730

A "how to" primer on utilizing PowerCAMPUS in the development and exercising of campus emergency operations plans.

William Canuette, Project Vice Chairman, Mount Olive College; Gary Cox, Data Base Administrator, Mount Olive College

PowerCAMPUS Clients - Welcome [637]SCT PowerCAMPUS General304 B (CC) U200

This is a welcome session and introduction to Summit 2005 for PowerCAMPUS clients. A brief presentation of what’s new in the PowerCAMPUS line of business will be given, followed by a question and answer period.

Renee Pacini, General Manager-PowerCAMPUS Solutions Mgmt, SunGard SCT

PowerFAIDS Redevelopment [689]SCT PowerCAMPUS Financial Aid/PowerFAIDS307 B (CC) M730

The College Board has partnered with SunGard SCT to offer PowerFAIDS as the financial aid management system for PowerCAMPUS. This session will be beneficial for PowerCAMPUS users and administrators of all experience levels and will include an update on PowerFAIDS Redevelopment Activities including: project goals, project schedule, features, benefits, and a brief demonstration of new screens of the product.

Elizabeth Ende, Executive Director Financial Aid Software Products, The College Board

Practical Applications for Stress-Free Living ♥ [659]All Solutions Common Interest Topics314 (CC) M1215

Juggling work, family and other daily obstacles can lead to stress, which gives way to loss of sleep, eating poorly and a weak immune system. This program is designed to teach you the 10 most effective measures to stay stress-free and

enjoying life. We will look closely at topics such as exercise, nutrition, yoga, massage therapy, pain management, meditation, as well as simple tools that can be done right at your desk to make a difference in how you feel and act on a daily basis. This is an interactive program that will allow you to set up a game plan for your own health and stress-management based on recommendations and ideas you discover in this workshop. This is a powerful workshop that will make a difference in your overall health, vitality and energy.


Predictable Partnership-Report Card [473]SCT Matrix Common Interest Topics326 A (CC) M130

Are we delivering on our promise to be a predictable partner? This session is designed to report on changes within the SCT Matrix Line of Business, made to address client concerns regarding the development process. SunGard SCT will report on changes to quality assurance, development processes and client communications. SunGard SCT will continue to solicit feedback from the client base to foster an environment of continuous improvement.

Martin Schwartz, Director-Matrix Common/Student Finance Development, SunGard SCT

Prepping for CAPP Before Training [048]SCT Banner Student313 A (CC) T1130

Are you itching to begin building CAPP? Do you want to know what you can do before your CAPP training? This session will tell you what to begin investigating and putting together before the training occurs.

Kimberly Saving-Sherman, Senior Consultant, SunGard SCT

Pre-reqs - Do You Mean What you Say? [081]SCT Banner Student315 (CC) M1100

Pre-requisites: they sound easy, but are they? The curriculum committee or faculty member may list a course prerequisite that he/she feels is perfectly clear and exactly what needs to be said. However, once we begin to translate these “simple” pre-requisites into Banner, the picture may not be so clear. So, how do you tell the chemistry professor that he needs to re-think his pre-reqs? This session is for the person on campus who is responsible for entering the catalog and/or deciphering pre-requisites. We will cover entering pre-requisites into the Catalog Pre-Requisite and Test Score Restrictions Form (SCAPREQ) and using CAPP to enter the more complicated pre-reqs.

Scott Manley, Systems Analyst/DBA, SMSU-West Plains; Scott Manley, Systems Analyst/DBA, SMSU-West Plains

Priorities Setting with Executives [344]All Solutions Common Interest Topics314 (CC) T1130

The demand for custom programming or integration with administrative systems usually far exceeds our programming staff's ability to provide it. If programming priorities are not made at the highest levels of the university,

choices may be made that fail to take into account enterprise-wide funding strategies, life cycle planning, support issues and integration opportunities. Yet in order to get the university’s highest officials to take part in such a process it must be consistent, succinct, and eventually beneficial to all concerned. Consistent in that it is predictable and regular, succinct in that it avoids involving decision makers at too low a level, and beneficial in that each participant feels that his or her interests are being considered. One way to deal with these issues is to formalize the programming prioritization process. In this session we will demonstrate the difficulties of implementing such a process, and the benefits to doing so. We will provide templates for project submissions, calendars and communication approaches to be successful. This session should be particularly beneficial to small or medium size universities with a limited number of campuses.

James Trietsch, Associate Chief Information Officer, Abilene Christian University; K.B. Massingill, Chief Information Officer, Abilene Christian University

Projecting Student Enrollment [160]SCT Banner Reporting and Distribution Tools315 (CC) M930

This session details methods used at the American University of Beirut Institutional Research for projecting student enrollment by faculty Major and class one year or more into the future. Prognostications are used in enrollment management as well as fiscal budget estimation by faculty and department. Tools used include MS Access and Excel. (Information Access Maturity Level: 4)

Nizar Jawhar, University Statistician, American University of Beirut

Prospect Management - Beginners [008]SCT Banner Advancement304 B (CC) W1030

This session is intended for those interested in beginning to use the Prospect Module in Banner Advancement. It will describe the basics of setting up the module and initial reports that can be created for end-users.

Tammi Burkhardt, Information Resources Manager, Reed College

Purging FRS Files and Feel Good [558]SCT Plus FinanceS. Pacific Lounge II (H) M730

Have you ever used FBX005, FBM003, FBM004, VBM010, PBM093? Do you know how to keep and purge FRS data safely and when you want to purge. Do you know how to retain historical data for future year comparison? This session will look at each of these programs and discuss how to feel comfortable with the purging of the FRS data at the right time. I have 20 yrs of working with this product. This will discuss the 3.0 version of FRS jobs. Target Audience will be both Functional and Technical users.

Joanne Keys, Principal Functional Consultant, SunGard SCT

Putting Waiver Funds to Work [489]SCT Matrix Financial AidNautilus II (H) M1100

Putting waiver/sponsor funds to work for you

Martin Schwartz, Director-Matrix Common/Student Finance Development, SunGard SCT

Quirks of the Adult Learner-Part 1 [211]SCT Banner Training/Professional Development327 (CC) M930

... AKA the Zen of training adults. Your effectiveness of training adults is directly proportional to your understanding of how adults that are different from you, learn. If you train in only the style that suits you the best, you will reach only those who learn like you learn. This session will introduce you to several learning styles and demonstrate some of the ways to teach to specific learning styles. An interactive class, plan to have some fun!

Ross Jackson, Administrative Systems Trainer, Oregon State University

Quirks of the Adult Learner-Part 2 [212]SCT Banner Training/Professional Development318 A (CC) T730

... AKA the Zen of training adults. Your effectiveness of training adults is directly proportional to your understanding of how to cope with adult personalities that are different than yours. If you only know how to meet your own defenses, you will reach only those who resist learning like you do. This session will introduce you to several personalities and the participants find the solutions! An interactive class, plan to have some fun!

Ross Jackson, Administrative Systems Trainer, Oregon State University

RAC Up Your Server Pool [252]SCT Banner Technical325 A (CC) W1200

This is a technical presentation on implementing an Oracle Real Applications Cluster (RAC) environment using multiple database nodes for scalability and performance. This session will provide detailed insights into the installation and configuration of an Oracle RAC cluster.

Rick Clark, Senior Advisory Consultant, SunGard SCT

Ratings- Rules- and Automation! [573]SCT PowerCAMPUS Advancement308 B (CC) T900

We will cover how PowerCAMPUS Advancement enables institutions to track detailed information about donors and prospects and how some advanced features within PowerCAMPUS can enable your institution to better communicate - even automate personalized communication! - with these key constituents.


Real Life Experiences with ODS [254]SCT Banner/SCT Plus SCT Operational Data Store316 C (CC) M930

Wayne State University currently has over 2000 employees using customized SCT Banner Data Marts. WSU is near completion of the transition from customized data mart services to the SCT Operational Data Store. This presentation will focus on the implementation and support for this product and its value to the institution. The target audience is University employees, management, and IT staff who are interested in the ODS product. Information Access Maturity Level: 3)

Laura Hendrick, IT Director, Wayne State University; Wanda Dixon, Systems Analyst, Wayne State University

Re-aligning Roll Forward Schedules [674]SCT Banner Student328 (CC) W1200

The processes of academic scheduling, as practiced in the United States, has traditionally been confined to a processes of rolling forward schedules from “like” terms and assigning rooms to those activities still needing them. Eastern Connecticut State University has been part of a collaborative team headed up by SunGard SCT Partner Astra Schedule that has developed a schedule building analytics tool set that helps refine academic schedules to better fit student needs. Schedule refinement consists of the following steps: student demand for courses needed for their program of study, student conflict analysis (time conflicts between two or more sections that they need to take), and a weighting process that allows institutions to isolate a few high impact offering or time changes in the roll forward schedule. The resulting schedule improves students’ ability to advance toward their degree attainment and the institution’s ability to eliminate unneeded sections. In essence, these steps are a roll forward “re-alignment” that can be done every term or periodically as a prequel to the traditional process of academic scheduling. Audience: Registrars and Schedulers

Brenda Whalen, Associate CIO, Eastern CT State University

Receiving and Matching from A to Z [011]SCT Banner Finance304 B (CC) W1200

This session will provide an overview of Banner Receiving and Matching functionality of the Purchasing Module and its implementation, including initial Banner setup, related forms, reports and processes, security and other issues as well as the resulting organizational and procedural changes. In addition to Regular Purchase Orders receiving and matching, we’ll briefly address documenting receipt of services associated with General Encumbrances and Standing Orders.

Ilia Moldavski, Senior Finance Officer, CT Community Colleges

Registration and Billing Overview [636]SCT PowerCAMPUS Billing and Cash Receipts308 A (CC) M930

This presentation will give a complete overview of the registration and billing process, along with a number of different examples for how this can be done.

Nandita Arora, Student Services Officer, The Michener Institute for Applied Health Sciences

Remote DBA Services [349]All Solutions SCT Services304 A (CC) T1130

A review of SCT remote DBA services and what the service includes. We now provide the service for MATRIX clients. There will also be an explanation of how the service can facilitate the training of a new on site DBA.

Timothy Tinkham, Manager of RDBA Services, SunGard SCT

Report Consistency - System Change [545]SCT Plus Reporting and Distribution ToolsCoral Lounge IV (H) M930

Consistency in data reporting is essential for meeting demands of external reporting agencies and for providing reliable data/information for institutional planning. Cooperative relationships between NKU’s information technology staff and institutional research have provided consistent and accurate statutory reporting and internal management reporting across three different student data systems and two different human resource systems. The current systems are SCT Plus. The presentation describes the working structure of that relationship and the current efforts to meet cost constraints through internally developed procedures to provide paperless reports. The presentation is directed toward administrators and technical professionals who must provide timely and accurate reports within constrained and reduced budgets. It will include illustrations of file design and report structures and our conceptual approach in the transition to yet another system. Report examples will utilize IPEDS Enrollment and Completions reports and internal enrollment and faculty instructional activity reports. (Information Access Maturity Level: 3 & 4)

Gary Graff, Director of Institutional Research, Northern Kentucky University; Beverly Beck, Lead Programmer/Analyst, Northern Kentucky University; Mary Berkemeyer, Lead Programmer Analyst for Advanced Reporting, Northern Kentucky University

Reporting - Impromptu Report Writing [284]SCT Banner Reporting and Distribution ToolsCoral Lounge II (H) T900

This presentation is designed for anyone who is now working with Cognos Impromptu, or is interested in using the tool in the future. There will first be an introduction to the Impromptu product, including its meta data architecture. Basic report writing techniques such as sorting, grouping, filtering, prompts, and calculations will also be discussed and demonstrated. For those who are more familiar with the tool, there will also be a discussion about how to improve on the performance of your queries, tips and tricks, and a “gotcha” or two. (Information Access Maturity Level: 2 & 3)

Marshall Johnson, Business Reporting Analyst II, Savannah College of Art and Design

Requisition Approval E-mail Notice [564]SCT Plus FinanceCoral Lounge I (H) M930

Using a modified Focus program and VMS DCL, daily e-mail notifications are sent to operators with requisitions needing their approvals. Denied requisitions

also result in notification. This process can be modified and applied in various situations similarly on a flag setting.

Carlton McNair, Financial Systems Manager, North Carolina Central University

Re-thinking IT Organizations [451]All Solutions Common Interest Topics320 (CC) T900

In this featured session, IT consultant Warren Arbogast will discuss ways you can maximize your operations without cutting into staff or critical information systems. He will identify ways you can liberate yourself and your staff for more relevant tasks by eliminating wasteful duplicate efforts. This presentation will also cover the politics of technology initiatives on campus and how to deal with industry-wide issues such as rising technology costs and decreasing government funding.

Warren Arbogast, Founder & President, Boulder Management Group, LLC

Rule Building - Do's & Don'ts [480]SCT Matrix TechnicalNautilus I (H) M930

This session will present our recommended standards for rule building within the Matrix system. The session will have an open discussion with the clients about approaches they have taken for rule building and management of the rules.

Keith Hawkins, Practice Manager, SunGard SCT

Rules of the Road - Building Them [057]SCT Banner Finance313 B (CC) M730

This session will look at the rule codes of Banner and discuss the way they are designed. We will also talk about special rules not provided in Banner and how schools can build a rule themselves.

Charlie Page, Principal Process Consultant, SunGard SCT

Running Queries in CLM [387]All Solutions SCT Campus Loan ManagerHonolulu I (H) M1100

Have you ever wished your data could be at the tip of your fingers? Come find out how easy it is to create reports, pull data for reconciling or create files. Texas A&M University currently uses the query function in Microsoft Excel to run most queries. This presentation will discuss the tables and indexing in the CLM databases and will be beneficial to anyone using Excel or Crystal reports.

Peggy Carey, Financial Management Supervisor, Texas A&M University

Save Time Employee Self Service [613]SCT PowerCAMPUS Finance/Great Plains303 B (CC) T730

Employees, their supervisors and Human Resources staff all benefit by automating the routine tasks involved in maintaining employee information; Profiles

Benefit Selections Time & Attendance Entry Pay Check Stub Inquiry Direct Deposit & Tax Withholding Maintenance Skills and Training Inventory Maintenance.


SBS Lessons Learned [484]SCT Matrix Billing and Accts ReceivableS. Pacific Lounge I (H) M930

Show how JHU approached the SBS implementation including fundamental changes such as single accounts and common billing cycles.

Stephen Hellen, ISIS Project Manager, Johns Hopkins University

Scheduled Actions - Lessons Learned [633]SCT PowerCAMPUS Admissions308 B (CC) U330

Scheduled actions for both traditional and non-traditional colleges.

Heather Turlington, Manager of Information Processing, Mount Olive College; Gary Cox, Data Base Administrator, Mount Olive College

SCT Banner enlighten by CAST [228]SCT Banner Technical301 A (CC) T200

This session focuses on an introductory use of the information present in the CAST Application Warehouse through the graphical utility called AppInfo. CAST AppWarehouse-based technical documentation allows AppInfo to graphically navigate through the structure of the application by displaying relationships among databases and client side code objects (Forms, ProC, Java, Cobol and JSP). The session will show how to use the Application Viewer to create roadmaps to study and gain more complete knowledge of the structure of your Banner modules.

Kimberly Johnson, Senior Functional Consultant, SunGard SCT

SCT Banner Financial Aid Overview and Demo [557]SCT Plus Financial AidTapa III (H) T900

SCT Banner Financial Aid Overview and Demonstration is geared towards helping educate SCT Plus FAM clients on the functions and features of the SCT Banner Financial Aid application.

Christine McCormick, Principal Consultant, SunGard SCT

SCT Banner Financial Aid Wrap-Up [140]SCT Banner Financial Aid312 (CC) W1200

You've attended sessions and networked with everyone at the conference and still have that one last question that you need guidance on to take back to your institution. This session is intended to provide the opportunity to wrap up and insure that you have gotten everything you need from the SunGard SCT Summit conference.


SCT Banner General Product Update [153]SCT Banner GeneralKalakaua Ballroom C (CC) M930

Join the SCT Banner General team for a look at the future of Banner post-7.0. Learn how new enhancements will contribute to enhancing your Unified Digital Campus. We will also look back on Banner 7.0 and the various operational improvements that were introduced. All SCT Banner General users are welcome and encouraged to attend.

Steve Ikler, Product Manager, SunGard SCT

SCT Banner HR 7.0 Release Recap [056]SCT Banner Human ResourcesKalakaua Ballroom A (CC) M730

Join your SCT Banner HR Development team for a recap of changes made to SCT Banner HR as part of the 7.0 release! Details will be provided on the new Employee API as well as the new user interface, including which HR forms received tabs. SCT Luminis channels targeted for employees and managers will also be highlighted and explained. Additionally, the various 7.0 Operational Improvements will be discussed from an HR perspective, including Common Matching, Protection of Personally Identifiable Information (PII), and Value Based Security using Oracle Fined Grained Access.

Dolores Richie, Human Resources Consultant, SunGard SCT

SCT Banner HR Partner Update [704]SCT Banner Human Resources306 A (CC) W1200

In this session, SunGard SCT will provide an update on the current partnership activities related to SCT Banner HR. You’ll learn what integrations are currently available and plans for future integration efforts.

Barbara Bates, HR Functional Consultant, SunGard SCT

SCT Banner HR Product Update [118]SCT Banner Human Resources310 (CC) U330

Join your SCT Banner HR team for a review of the past year and a preview of what to expect in 2005 and beyond in the annual product update! This session will highlight SCT Banner HR accomplishments in 2004, provide a roadmap of future releases, and will update you on other HR initiatives that are taking place.


SCT Banner Student Product Update [186]SCT Banner StudentKalakaua Ballroom B (CC) U330

Join your SCT Banner Student team for a review of the past year and a preview of what to expect in 2005 and beyond in the annual product update! This session will highlight SCT Banner Student accomplishments in 2004, provide a roadmap of

future releases, and will update you on other Student initiatives that are taking place.

Ed Hauser, General Manager, SunGard SCT

SCT Luminis and Wayne’s World! [348]Luminis Common Interest Topics317 B (CC) M1100

Wayne State University launched Campus Pipeline WebPlatform v2.1 in December of 2000 and is currently using Luminis Platform III.1 patch 1 to develop and support evolving online services to meet the constantly changing demands from students, faculty and employees. This session will identify various challenges faced by Wayne State and highlight opportunities to develop "value add services" to support and/or promote institutional acceptance of the Luminis platform. An online demonstration of portal services will be provided (including our Group Portal digest, automated process for using Group Maker and the Targeted Messaging System, "CPIP Router", Single Sign-On with third party systems, and many more). This session is intended for new, experienced and prospective Luminis customers.

Genetha Smith, Lead Systems Integrator, Wayne State University; Eric Dau, Lead Systems Integrator, Wayne State University; Morris Reynolds, Director of E-services and Strategic Technologies, Wayne State University

SCT Luminis Channels for Banner [720]SCT Banner TechnicalIolani Suites V, VI & VII (H) M130

This presentation will provide an overview of the SCT Luminis Channels for Banner architecture. In addition, it will provide insight into building navigation channels for Banner.

Rajesh Kumar, Senior Advisory Technical Engineer, SunGard SCT

SCT Matrix Architecture Evolution [486]SCT Matrix TechnicalSea Pearl I & II (H) M730

This session will outline and detail SunGard SCT's plans for the architectural evolution of SCT Matrix from its current Windows DNA 3-tier architecture to a full Service Oriented Business Application build with a service oriented architecture. SOBAs are an essential element in creating modern, unified enterprise application architectures.

Scott Tucker, Chief Architect-Matrix Solutions, SunGard SCT

SCT Matrix Closing Session [490]SCT Matrix Common Interest TopicsNautilus I (H) W1200

An opportunity for clients to share their thoughts and comments on Summit 2005. This session will be the beginning of planning for Summit 2006. Be sure to attend and add your valuable comments.

Vasu Nagalingam, Solution Strategy, SunGard SCT

SCT Matrix Information Out [485]SCT Matrix Reporting and Distribution ToolsNautilus II (H) W900

SCT Matrix 2.5.1.1 has broad capability for getting information into the application. Its capability for getting information out of the application is undergoing significant expansion and evolution. This session for managers, functional and technical attendees will explore the expanding and evolving SCT Matrix information out arena, including expansion of its reporting capability through connection to the SunGard SCT ODS and EDW, reporting infrastructure evolution, and architectural evolution of the critical communications functions of letters and e-mail. The presenter has over four years experience with SCT Matrix.

Joseph Watters, Technology Director, SunGard SCT

SCT Matrix Opening Session [474]SCT Matrix Common Interest Topics318 A (CC) U200

SCT Matrix organization had a successful 2004, with two new clients and a major release of SCT Matrix Suite. In this opening session, Chris McNabb will introduce the SCT Student Marketing solution, a new offering from the SCT Matrix LOB. Additionally, Chris will provide an update on SCT Matrix business plan, Predictable Partnership model, the SCT Matrix Collaboration initiative, SCT Matrix product roadmap and objectives for upcoming releases.

Chris McNabb, Vice President, SunGard SCT; Vasu Nagalingam, Solution Strategy-SCT Matrix, SunGard SCT

SCT Matrix Product Update [477]SCT Matrix Common Interest Topics318 A (CC) U330

This session will highlight significant enhancements delivered in 2.5.1.1 as well as present overall goals for the 2.6.1.1 release. Join the SCT Matrix Product Managers for this informative session.

Terry Powers, Senior Product Manager, SunGard SCT; Martin Schwartz, Director-Matrix Common/Student Finance Development, SunGard SCT; Paul Anderson, Senior Product Manager, SunGard SCT

SCT Matrix Usability Update [686]SCT Matrix Common Interest TopicsSea Pearl I & II (H) M930

This session for managers, functional and technical attendees will give attendees an update on SunGard SCT's progress to date and future plans to improve SCT Matrix usability from both end user and system administrator perspectives.

Paul Anderson, Senior Product Manager, SunGard SCT

SCT Plus FAM Product Update [542]SCT Plus Financial Aid301 A (CC) U200

This session will provide an overview of the SCT Plus FAM Product Line’s successes over the past year, detail on current initiatives, and information with regard to the future of SCT Plus FAM. The presentation will serve to educate and inform as well as help enhance the exchange of information within the SCT Plus FAM client base.

Thomas Mack Jr., Product Manager, SunGard SCT; Peggy Delaney, Senior Functional Consultant, SunGard SCT

SCT Plus for DB2 [519]SCT Plus TechnicalHonolulu III (H) T730

This presentation will reveal a leading edge technology platform for the SCT Plus products to operate on which include DB2 for OS/390 and DB2 UDB for AIX. This will give an introduction to SCT Clients of a relational database platform to run the SCT Plus suite of products on. Topics covered will include: - Introduction to DB2 for SCT Plus - Architecture of the SCT Plus products on DB2 - Introduction to AIX operating system for SCT Plus - Migration path for current customers to DB2

Jim Sexton, Advisory Technical Engineer, SunGard SCT

SCT Plus FRS Product Update [521]SCT Plus Finance317 A (CC) U200

This session will provide an overview of the SCT Plus FRS product line’s success over the past year and share the SCT Plus vision for the future. The presentation will serve to educate and inform as well as help enhance the exchange of information within the FRS client base.

Gerard Modzel, Director, SunGard SCT

SCT Plus HRS Product Update [525]SCT Plus Human Resources317 B (CC) U200

This session will provide an overview of the SCT Plus HRS product line’s success over the past year and share the SCT Plus vision for the future. The presentation will serve to educate and inform as well as help enhance the exchange of information within the HRS client base.

Jan Dale, Development Director, SunGard SCT

SCT Plus Purchasing and AP (BOF) [652]SCT Plus Finance326 A (CC) T1130

This is a BOF gathering of those wishing to share experiences in the FRS Purchasing and Accounts Payable area.


SCT Plus SIS Product Update [514]

SCT Plus Student301 B (CC) U200

This session will provide an overview of the SunGard SCT Plus Student Information System baseline and web applications’ successes over the past year; and share the product line strategy and areas of focus over the upcoming year. It will also identify sessions of presumed interest for SIS-focused conference attendees.


SCT Plus SIS SEVIS Update [513]SCT Plus StudentHonolulu III (H) T900

This session will present the SEVIS reporting options available to SCT Plus clients, including the interface to fsaATLAS. It is anticipated that more details on SEVIS 5.0 will be known by then and this session will share how that activity relates to the SIS interface and SCT Plus base solutions. It is suggested that attendees may also want to attend the fsaATLAS session for a full functional disclosure of SEVIS activities.


SCT PocketRecruiter for PowerCAMPUS [594]SCT PowerCAMPUS Admissions305 B (CC) M930

Have you found that your ability to respond to prospective students is delayed until recruiters have returned to the office from their recruiting events? Or while at a recruiting event your information is not quite as current as you would like it to be? SunGard SCT can help you offer mobile access that will enable recruiters to provide on the spot answers to prospective students regarding their stage in the admissions process as well as the opportunity to update their existing information; thereby decreasing the amount of follow up required compared to historically manual processes. This session will provide you an overview of how SCT PocketRecruiter 2.0 connects staff to SCT PowerCAMPUS; unifying their interactive experience among systems on campus even while they are off campus.

Stephanie Connors, Product Manager, SunGard SCT

SCT Power Portal - Sharepoint [622]SCT PowerCAMPUS General308 B (CC) M930

This presentation will describe the architecture, demonstrate the features, and outline the deployment options for the first release of the portal for SCT PowerCAMPUS. The portal will provide single sign-on from Microsoft Sharepoint Portal Server to our partner web applications and self-service application, IQ.Web. Attendees will be provided with a demonstration of the portal's current status and participate in a discussion of future requirements.

Chad Sexton, Technical Architect, SunGard SCT

SCT TracDat for IT Planning [443]All Solutions SCT TracDat by Nuventive

302 B (CC) M730

SCT TracDat provides a Web-accessible, multi-user solution for defining, coordinating and disseminating plans for Information Technology initiatives and monitoring implementation accomplishments. TracDat provides essential planning functionality not found in other applications such MS Project. SCT TracDat procedures guide planning teams through the full cycle of goal setting, linking unit objectives, to tracking accomplishments over time. The TracDat real-time reporting functions provide effective documentation for IT department decision-making and reporting to the executive level. This presentation is intended for IT management teams and IT project leaders. The presenters will summarize experiences gained in the use of TracDat at SunGard SCT client schools over the past three years.

John Grose, Project Director, SunGard SCT

SCT TracDat for Strategic Planning [350]All Solutions SCT TracDat by NuventiveS. Pacific Lounge I (H) W900

A major criticism of strategic planning is the failure to follow through and manage implementation. SCT TracDat provides a Web-accessible; multi-user solution for defining; coordinating and disseminating plans for an institution’s strategic initiatives and monitoring implementation accomplishments. Areas of application include campus and unit-level operations; academic technology; information technology; and student outcome assessments. SCT TracDat procedures are grounded in Higher Education industry standards for strategic planning and management; guiding planning teams through the full cycle of goal setting; linking unit objectives; to tracking accomplishments over time. The SCT TracDat real-time reporting functions provide effective documentation for executive decision-making and reporting to external agencies. This presentation is intended for executive teams and planning committees. The presenters will summarize experiences gained in the use of TracDat at SunGard SCT client schools over the past three years.


SCT TracDat for Strategic Planning (HOT) [450]All Solutions SCT TracDat by Nuventive321 A (CC) M1100

This workshop will provide hands-on-training in the use of SCT TracDat in strategic planning. PCs with live TracDat databases will be available. Sample cases showing actual applications will be demonstrated. The participants will have an opportunity to navigate the TracDat model and experience data-entry procedures. Attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.


SCT Workflow - Show and Tell [097]SCT Banner SCT WorkflowS. Pacific Lounge II (H) T200

Clients are using SCT Workflow 4.0 to improve their businesses and enhance customer service. See examples of how clients are using the workflow product at their sites. Examples include interfacing with Banner products as well as manual processes. Target Audience for this session is anyone interested in using SCT Workflow to improve their processes - new and experienced Banner clients.

Carol Didio, Workflow Practice Manager, SunGard SCT

SCT Workflow Product Update [199]SCT Banner SCT WorkflowTapa I (H) M730

Come learn what is new and exciting in SCT Workflow! New enhancements along with coming capabilities within SCT Workflow will be discussed. This session will be valuable to any SunGard SCT clients using or considering enterprise workflow or business process management on campus.


Seeking a Paperless HR via Imaging [310]SCT Banner Human Resources313 A (CC) M930

McGill University is in the process of implementing Imaging in the Department of Human Resources. The project’s primary goal is threefold: use SCT Banner Xtender Solutions to reduce HR’s dependence on paper; take advantage of document management; and provide secure and accurate access to employee and position documents for a greater number of users. Another key objective was cutting down on filing and recovering space in HR. In this session, you will learn what prompted us to take this route and we will walk you through our project as we struggled with – and ultimately resolved – many of the issues that revolve around implementing Imaging. We will cover how we selected the documents to be scanned, revised the document handling, determined our document types, designed new applications, dealt with retention issues, and how we decided to handle the paper documents after they were imaged. We will also look at how we dealt with back files and prepared those records for scanning as well as how we leveraged this solution to share certain documents with other units, such as Student Records. McGill is now well on its way to meeting its paperless objectives. This session will be of interest to HR functional users, technical staff, and other users looking to move towards Imaging.

Alison Verkade, HR Manager-Records & Systems, McGill University

Selecting Training Delivery Mediums [355]All Solutions Training/Professional DevelopmentNautilus II (H) T730

Meeting the challenge of training your institution’s staff as well as meeting your business goals can sometimes become overwhelming. As part of your decision making process, you’re probably asking yourself: Which is the right training delivery medium for my staff? What are the alternatives to instructor-led training that can be equally as effective? How can I use e-learning effectively? Attending this presentation will assist you in making these decisions. This session is appropriate for both trainers and faculty.

Heidi Meyers, Director of Development-Education Practices, SunGard SCT; Rich Loftus, AR & FA Data Specialist, Georgia Board of Regents

Selecting your Strategy [372]All Solutions Training/Professional Development308 B (CC) M130

Battle of the Banner Trainers. Get ready for the seaweed, giant eels (and training methods) to start flying as the excitement of Iron Chef meets the drama of Banner Training! As the surprise ingredient is revealed, the Iron Trainer and a Challenger Trainer will face off in a frenetic training battle to decide once and for all which is the best training style: "Train the Trainer" or the "Dedicated Trainer" method. The guest panel will judge the facts and determine who is victorious and who is vanquished in developing a Master Training Method! No matter who is crowned Iron Trainer in this session--you, the trainers, will win.

Gregory Casaus, Training Project Consultant, University of New Mexico; Bev Blackwood, Acting Banner Project Manager, San Jacinto College; Debbie Howard, Training Project Consultant, University of New Mexico; Yvonne Westfall, User Services Consultant II, Teachers College-Columbia University; Ida Gropper, Director-Center for Professional Development & Training, University of North Florida

Selection Sets to Order Your World [616]SCT PowerCAMPUS Financial Aid/PowerFAIDS308 A (CC) M1100

This training session is for the new user who desires to organize their office, keeping the student files in the file cabinet and reducing stacks of folders with aid to be processed. Selection sets provide the tool to group students as their need for aid to be process advances, ie. Ready to package, ready to certify loans, ready to perform verification. Audience: Neophyte to casual PowerFAIDS user. Version: PowerFAIDS 10.1 Experience: Have used PowerFAIDS since its inception in 1997.


Self-Service EPAFs for Banner HR [705]SCT Banner Human Resources305 A (CC) W1030

In this session, you will be introduced to a future development effort by the SCT Banner HR team. Requirements and web page prototypes will be shared for adding the current Banner Electronic Personnel Action Form (EPAF) functionality to Employee Self-Service. Client input on the design is welcome in this session.

Dee Richie-Caffrey, Senior Consultant, SunGard SCT

Self-Service Functional Training (HOT) [499]SCT Matrix Self-Service321 A (CC) W900321 A (CC) W1030

This hands-on training session will look at self-service functionality available in each of the Matrix applications and how they can be configured to enable your business processes and improve student satisfaction. This session will be given in two back-to-back segments, with a 30 minute break in between. Attendance at this session will be limited to 40 attendees. Seating preference will be given

to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Madge Lewis, Practice Manager, SunGard SCT; Greta Juzda, Sr. Functional Consultant, SunGard SCT; Deanne Loftus, Sr. Functional Consultant, SunGard SCT; Gary Martin, Functional Consultant, SunGard SCT; David Peat, Functional Consultant, SunGard SCT

Self-Service Technical Training (HOT) [494]SCT Matrix Self-Service321 A (CC) T200

This training session is a hands-on lab, detailing step-by-step, the process and procedure of implementing SCT Matrix Self-service from a technical perspective. Topics will include: security, user creation, password maintenance, OS group assignment, SCT Matrix Student Marketing System on-line application configuration, on-line payment processing setup, configuring targeted web inquiry pages along with all technical configuration required throughout the suite of products. Note: attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the on-line schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-serve basis.

David Paolino, Practice Manager, SunGard SCT; Ken Barnewall, Sr. Technical Consultant, SunGard SCT

Serving Students with Luminis [462]Luminis Common Interest Topics310 (CC) T1130

In late 2003, Portland Community College, a long-term Banner client, embarked on an implementation of SCT Luminis. A major milestone was reached with our college-wide roll-out of MyPCC in the fall of 2004. This session will cover: the multi-year strategic planning that led to the decision to invest in Luminis, the strategies used for our initial implementation, reflection on how the current use of Luminis stacks up against our original vision and planning, and plans for future expansion and development. Emphasis will be on use of Luminis to provide online student services and support for online academic activities, particularly in a large, distributed, community college setting. The session will include the changes Luminis has had on the way the college communicates and how we utilize and manage Banner. Intended audience would be clients considering use and or expansion of a portal, Luminis specifically, to better manage and leverage online services to students.

Tammy Billick, Manager/IT Systems Development, Portland Community College

SETA Annual Business Meeting {708]All Solutions Common Interest Topics313 B (CC) T1245

An overview of the SETA organization, current and ongoing projects, presentation of awards for service and leadership. Members are invited to attend this annual business meeting; however, the meeting is open to anyone interested in SETA.

Judy Arnold, President, SETA Board of Directors

Setting Up Student and Faculty Web [527]

SCT Plus Self-Service318 A (CC) T1130

This presentation targets clients who are responsible for implementing Plus Student and Faculty & Advisor Self-Service, version 1.20. This covers the Wxx screen setup in SIS and the settings on the Web server for tsrvweb.ini. I have worked with the Plus Self Service products since their inception 10 years ago.

Lloyd Lunham, Team Leader, SunGard SCT

SEVIS Update & fsaAtlas Data Transfer (R) [339]SCT Banner Student316 B (CC) M130318 B (CC) W1030

Major changes are occurring with the Student and Exchange Visitor Information System (SEVIS) during 2005, and the first half of this session will provide an overview of and timetable for those changes. The second half will address SCT Banner and SCT Plus configuration and set-up for use with fsaATLAS, and the current status of fsaAtlas integration with SCT Matrix and SCT PowerCAMPUS. This includes the data transfers fsaATLAS needs to facilitate institutional SEVIS compliance.

Jonathan Williams, Technical Consultant, SunGard SCT

SIAST’s Triple R for EE Development [125]SCT Banner Human Resources325 A (CC) T730

This session will describe SIAST’s multi-faceted approach to assist HR and Finance in “Registering, Recording and Reporting” (Triple R) the multitude of Professional Development occurrences for our Faculty and Staff via Banner. Training activities are available to our employees through Human Resources, Planning Research and Development, Individual Professional Development, Campus wide Professional Development, and Virtual Campus courses. These programs are accomplished with a blend of baseline Banner Student functions in the HR office, as well as locally developed programming modifications which link HR, Student and Finance information in Banner.

Debbie Holtom-LaCharity, Manager-HR Information Systems & Administration, SIAST; Ken Tanner, Senior Analyst, SIAST

SIS B/R Purge Cycle [530]SCT Plus Accounts Receivable326 B (CC) M130

This will be a technical discussion of the SCT Plus SIS Billing/Receivables Purge Cycle. It will include: Overview, Purge Preparation, Purge Process, Purge Verification, Merge Process, the B/R History File.

Paul Strom, Principal Consultant, SunGard SCT

SIS Reg-Controls - Today & Tomorrow [540]SCT Plus StudentTapa III (H) W900

As announced in 2004 the Plus SIS Development team has embarked on a series of enhancements related to course registration controls and processing. Your RPE submissions and input at various client forums hosted this past year were critical in launching this effort. Join us to see what’s been delivered, get an update on what’s coming and also participate in the continuing discussion about the enhancements you would like to see made to this core functionality moving forward.

David Killip, Advisory Consultant, SunGard SCT

Situational Leadership [403]All Solutions Training/Professional Development316 A (CC) M1100

Situational Leadership looks at managing your employees based upon their development and your leadership style. This effective form of leadership will allow you to adapt your leadership skills for success of not only individuals but the team as well. This session is intended for managers looking to improve their management skills and improve relationships with their employees.


Slicing and Dicing with Reports [091]SCT Banner Reporting and Distribution ToolsCoral Lounge IV (H) T730

This session will focus on Miami’s development of highly parameterized ad hoc reports that allow information consumers across the university to “slice and dice” information with no knowledge of underlying data structures. Several years ago, Miami recognized that most information consumers on campus are not skilled in manipulating complex data structures such as those found in Banner. Indeed, many information consumers are completely unfamiliar with the terminology and concepts surrounding databases and report development. And we recognized that most information consumers do not have the time to become experts…nor should they have to. Our response was to create a series of highly parameterized reports that we call “Point and Clicks.” These reports allow information consumers to select information based on a wide variety of criteria without knowing anything about the underlying data. This session will discuss the design of the Point and Click reports (including a built-in help system), the kinds of training needed, Miami’s support model for the reports, and both the successes and pitfalls that we have encountered over the past two years in deploying these reports. We will demonstrate the reports live through Miami’s Web-based electronic report distribution system. (Information Access Maturity Level: 3)

William Heck, University Data Administrator, Miami University

Small Schools - Tackling Degree Audit [161]SCT Banner Student301 B (CC) W1200

We will present how we are implementing our Degree Audit System without making modifications to the Baseline product. This will be a step-by-step approach, from SHATAEQ entries to running SHARQCM for compliance. We will be using SCT BANNER STUDENT 6.1. Target Audience is small school Registrars, Advisors, IT Support, Deans, and Chairs.

Michelle Rable, Registrar, Lourdes College; Laurie Orzechowski, Director of Administrative Systems, Lourdes College

So They Want Imaging In Student [232]SCT Banner Xtender SolutionsTapa I (H) M1100

This is a technical presentation that highlights the steps required for an administrator to implement XtenderSolutions with either a pre-defined or new BXS application in the Student Module. We will discuss the design considerations, document types, context rules, index fields and the shared key references necessary to setup an application. There will also be a discussion of the relationship between the ApplicationXtender, ApplicationGenerator, ScanXtender and WebXtender products. Attendees will learn how to define and configure the Banner Security model and assign security profiles to both applications and Banner user groups. Tips will also be given on how to use the SCT-supplied re-baselining scripts to synchronize index fields.

Corren McCoy, Senior Software Engineer, Regent University

Spreadsheet Budgeting [061]SCT Banner Finance313 B (CC) W1200

I intend to show how useful a tool spreadsheet budgeting within Excel can be for budget preparation, budget reporting, budget analysis and even can be used for projections and analysis of actual expenses. Target Audience: for the finance individual who is responsible for the budget preparation.

Robert Sullivan, Budget Supervisor, Philadelphia College of Osteopathic Medicine; Ernest Ritacco, Director of Financial Reporting, Philadelphia College of Osteopathic Medicine

Spreadsheet Budgeting for New Users [100]SCT Banner Human Resources301 B (CC) M730

Directed at budget users, this session will describe SCT Banner Spreadsheet Budgeting and utilization of its functions and operations to budget both employee positions and operations, either separately or together, in an integrated manner. This presentation is based on Banner HR 6.1, current documentation, and Montana State University’s experience over the last year in testing, implementing, and utilizing Banner Spreadsheet Budgeting for a large, complex, multi-level institution. We will describe the program from a user's perspective, explaining how and why MSU utilized it, discuss the advantages of the program over other budgeting methods or programs, describe its gaps, suggest solutions to overcome the gaps, and give instructions on how to get started and utilize Banner Spreadsheet Budgeting from beginning to end. We will also provide access to a detailed step-by-step instruction manual and a SQL script through our website.

Vicky Whitney, Budget Analyst, Montana State University; Kathy Attebury, Budget Director, Montana State University

SQL Is a Friend - Scripts and Tips [604]SCT PowerCAMPUS Technical303 B (CC) M730

PowerCAMPUS is great, SQL can make it better. Using scripts as jobs, a lot of seemingly impossible tasks can become relatively easy. SQL scripts and jobs can help greatly with various reporting solutions, as well as helping keep your database duplicate free. We will discuss how to use SQL as a tool to aid PowerCAMPUS in everyday database administration and reporting. At Freed-Hardeman University we are currently on PowerCAMPUS 4.6 and working on our last migration - Advancement. Through the process of implementation and maintenance, using SQL scripts has proven to be an invaluable asset.

Aaron Wood, Programmer/Analyst, Freed-Hardeman University

SQL Replication for Integration [590]SCT PowerCAMPUS Technical302 B (CC) U330

An overview of SQL Replication Services as it pertains to the PowerCAMPUS (5.0+) to Great Plains (7.0+) integrations. Replication methodology/topology and how integration leverages this technology will be discussed. Details about the integration architecture and the components of replication utilized for the various integrations will be offered. Learn how to monitor and troubleshoot SQL Replication using Enterprise Manager tools. General question and answer session on SQL replication and integration will follow the presentation. This session will increase System Administrator knowledge of SQL Server Replication services and prepare them to better manage their system once integrated.


SQL*Plus Reporting Basics (HOT) [318]SCT Banner Reporting and Distribution Tools319 B (CC) W1200

Information systems staff and technically inclined Banner users would benefit from this hands-on introduction to reporting with SQL*Plus. Because SQL*Plus is present with every installation of the Oracle Database, users from any Banner client institution can immediately apply the skills learned in this session. This presentation will introduce users to SQL and SQL*Plus. SQL-related topics include the SELECT statement and its clauses, inner and outer JOINs, and SQL functions such as SUBSTR, CONCAT, and TO_CHAR. SQL*Plus topics include the use of reporting commands such as TITLE, BTITLE, COLUMN, BREAK, and COMPUTE. Hands-on examples will be drawn from several Banner Student tables, including SPRIDEN, SPRADDR, SPRTELE, SFRSTCR, and SFBETRM. This presentation will be prepared using the Oracle 9i Database and Banner Student 6.1.1. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis. (Information Access Maturity Level: 1 & 2)

Keith Gaughan, Systems Analyst, Southwest Missouri State University - West Plains

SRM Capabilities of SCT Matrix [496]SCT Matrix Student MarketingNautilus II (H) W1030

Demonstrate and discuss the Student Relationship Management capabilities of SCT Matrix. Users will benefit from the core “Unifying the Experience” aspect of

Matrix per se – the CMN module and SRM advantages inherent in all Matrix functionality.

Terry Powers, Senior Product Manager, SunGard SCT

Standalone 10gAS Forms/Reports [005]SCT Banner TechnicalKalakaua Ballroom A (CC) T200

Presentation of the newest Oracle Application Server 10g as the standalone version which doesn’t require any middle tier or infrastructure components. Intended for anyone interested in the implementation of 10gAS Forms and Reports, as well as, the Self-Serve Products for SunGard SCT Banner 7.x. Topics will include: Standalone vs. Enterprise Versions, Hardware Platforms Supported, Licensing, Software and Technical Requirements and Recommendations, Compatibility with other Oracle Products, Compatibility with SunGard SCT products, Introduction to the OracleAS Upgrade Assistant, Timeline for Full Implementation, Troubleshooting, Configuration of Forms/Reports, Configuration for PL/SQL and Configuring SSL. Oracle Application Server 10g is for web deployment of Forms and Reports only. It does not support runtime client / server GUI or character mode. The advantage is that the architecture is more lightweight, simple, and easier to configure and manage. On the other hand, by its nature, this install type cannot deliver all of the features and functionality of the full Oracle Application Server. Available Features include: Oracle Application Server Forms Services, Oracle Application Server Reports Services, Oracle HTTP Server , Oracle Containers for Java (OC4J) , Oracle Application Server Web Cache, Oracle Enterprise Manager , Oracle Process and Management Notification (OPMN), Distributed Configuration Management (DCM).

April Sims, DBA, Southern Utah University

Strategic EM with Matrix and Banner [492]SCT Matrix Common Interest TopicsNautilus I (H) M1100

New Mexico State University (NMSU) adopted a strategic enrollment management philosophy to retain more in-state students. NMSU has five colleges with 24,000 students at five campuses. A system-wide initiative must preserve the autonomy of the college and campus to reflect their unique identity. NMSU is installing SCT Matrix along with SCT Banner and SCT Luminis to provide the foundation for a statewide system that can be used to understand enrollment patterns, identify and prioritize target populations, power data-driven decisions, and offer better service to our learners, and constituents. SCT Banner and Luminis provide the campus-based components while SCT Matrix drives our University-wide Student Relationship Management (SRM) efforts. This project leverages our existing investments and connects each campus to a central recruiting and outreach system. This presentation outlines NMSU’s enrollment management plan, our strategy for implementation of Matrix with Banner, the expected outcomes, and the current status of the project.

Michael Hites, Vice Provost and CIO, New Mexico State University; Natalie Aranda, Director-Student Information Systems, New Mexico State University

Strategic Enrollment Management [684]All Solutions Common Interest Topics324 (CC) M130

Enrollment Management is a data driven and research oriented management approach that increases the likelihood that a college or university will realize its enrollment objectives. Strategically, it lies at the heart of the effort to improve the learning environment, to achieve financial stability and to improve institutional performance. This session provides a comprehensive overview of SEM concepts and is intended to help the attendee to develop an understanding of SEM as well as the internal and environmental information required to mount an effective SEM program.

Richard Whiteside, Vice President for Enrollment Management, Tulane University

Streamline the Way You Do Business [412]All Solutions SCT Services325 B (CC) T900

If you are like most, it has been some time since you completed a thorough review of your business processes. Whether you're beginning an implementation or you've been live for years, this Business Process Analysis session will examine the importance of and ways to achieve:

* Effective business practices that support the goals of your institution* Clearly-defined processes that support your organization* Cost-effective services to your students, staff and faculty* Consistent enterprise-wide procedures* Your administrative systems support your established processes

Moe Miller, Practice Manager-BPA Services, SunGard SCT

Streamlining the Process [570]SCT PowerCAMPUS Admissions308 A (CC) T730

This session will cover how to utilize PowerCAMPUS to streamline many of the operations of the admissions process.

Kristine Kopecky, Vice President for Student Affairs and Admissions, Our Lady of Holy Cross College; Donna Kennedy, Director of Admissions, Our Lady of Holy Cross College

Stress Free and Loving Life ♥ [663]All Solutions Common Interest Topics314 (CC) T1245

Are you part of the rat-race that has a tough time balancing work, family time, health priorities and living life to the fullest? Do you often find yourself eating breakfast on the road, while talking on the cell phone, writing notes and listening to the radio all while your beeper is going off? This program is all about improving the quality of your life so that you can live more in the moment. Topics to be explored include ways to combat stress and live more Zen-fully, proactive ways to capture life at its best, and simple tips to make sure that stress doesn’t ruin your own health. Don’t miss this exciting, dynamic, self-exploratory, interactive workshop that will allow you to rate your stress levels, measure how well you handle stress, and provide ways for you to fight stress and its deleterious effects. Find out the specific aspects that cause your stress levels to rise and fall. This is a can’t-miss, unique workshop that will be sure to leave you feeling balanced, centered and in the “Aloha” spirit.

If you leave the island of Hawaii with one thing, make sure you leave with the understanding of how to live with this spirit on a daily basis.


Stress Management [395]All Solutions Training/Professional DevelopmentTapa II (H) T200

Stressed because of your job, family, or life events? Who isn't?!?! Stress can have a serious impact on your from health concerns to decreased productivity. This session will reveal a process for dealing with stress in the workplace. You will be introduced to ways to identify stressful situations and methods of stress relief.

Jon Rodibaugh, Client Education Coordinator, SunGard SCT

Student APIs - What's the Fuss? [167]SCT Banner StudentKalakaua Ballroom A (CC) T730

What's all the fuss about with these APIs? This session will have a functional focus on the Banner Student APIs and a portion of the presentation will be in a “skit” format in which a functional user and technical support person figure out together the benefits and value of the Banner 7.0 APIs and then apply what they learn to a real-life need on their campus. By the end of the session you will have a functional understanding of what an API is, how it can be leveraged to facilitate integration and support the Unified Digital Campus, and see a prototype of the application of an API.

Linda Jessup, Banner Student Consultant, SunGard SCT; Jan Craven, Advisory Software Engineer, SunGard SCT

Student Business Content in ODS [162]SCT Banner Student301 A (CC) T900

Discuss the business content of Student system and it's representation in the ODS and EDW. Look at how information is represented in ODS and EDW and how it got there from Banner. A look at sample types of reports that can be generated from ODS & EDW based on the business content. Look at how the ODS & EDW can be enhanced to support additional operational reporting needs. (Information Access Maturity Level: 3)

Dorothy Marron, Student Consultant, SunGard SCT; MaryAnn Correll, Consultant, SunGard SCT

Student New Clients & First-time Attendees [210]SCT Banner Student314 (CC) U1000

Are you new to the SCT Banner Student family? Is this the first time you are attending Summit? Join SunGard SCT and your peers on Sunday morning to learn more about services and resources available to you from SunGard SCT as a new client. And, if you are a first time attendee, we'll share some ideas and tips on how to traverse your first Summit conference.

Linda Jessup, Banner Student Consultant, SunGard SCT

Styling with Cascading Sheets [110]SCT Banner AdvancementHonolulu I (H) M130

Objectives: • Provide Overview of concept • Provide Overview of Components/Syntax • Provide specific HTML page example and walk through “Before” and “After”

Judson Matthews, Advancement Principle Consultant, SunGard SCT

Succeed & Survive an ERP Project [303]SCT Banner SCT Services325 B (CC) W1200

An on-time, on-budget ERP implementation requires extensive pre-planning, as well as continued planning and management during the implementation. We’ll briefly discuss end-to-end planning and management for a project of this nature. However, planning does not prevent unanticipated problems and the resulting negative publicity that can occur. We’ll discuss how to respond successfully when the unexpected – publicity issues, technology issues, environment changes, etc. occur. This will draw on specific situations encountered over the course of a five-year successful implementation of Banner.

Margaret Krol, Assistant Vice President-ERP Implementation and Administrative IT Services, University of Illinois; Richard Mendola, Associate Vice President-Administrative Information Technology Services, University of Illinois

Successful Web Grading [531]SCT Plus StudentCoral Lounge IV (H) M730

The University of Toledo went to mandatory online grading in fall 2003 and mandatory class lists online in fall 2004. Learn how a team approach, minor modifications helped the faculty feel more at ease with this move. We will share our process along with our pitfalls. We will also share our updated training materials.

Lorinda Bishop, University Registrar, University of Toledo

SunGard SCT Hosting Services [400]All Solutions SCT ServicesHonolulu III (H) M930

This session is intended for executives responsible for the IT budget and infrastructure at the campus. The session will describe SunGard SCT's new Hosting Services offering using the world class "hardened" data center assets of SunGard Availability Services as an operational alternative to having the data center on campus. A variety of Hosting options will be discussed explaining the benefits and due diligence methodology required to accurately configure a Client-specific migration plan and Hosting Service Level Agreement. The presentation will describe the various choices a Client can make in a Hosting configuration. The "hardened" facilities, infrastructure monitoring, Help Desk, Customer Care, and professional technical services provided by a combination of

industry leaders SunGard Availability Services and SunGard SCT will also be presented.

Mike Makos, General Manager, SunGard SCT

SunGard SCT's ODS - One Year Later [267]SCT Banner/SCT Plus SCT Operational Data Store318 B (CC) W900

Curious to hear from an ODS school how things are going? After being an early adopter of the Operational Data Store, William and Mary has been live since July of '04. Come learn what we've learned in that time about the ins and outs of the ODS. Will focus primarily on the Student and Finance areas, and will demonstrate reporting via Oracle Discoverer. (Information Access Maturity Level: 3)

David Trott, Administrative Liaison, College of William and Mary

Supporting End User Reporting [054]SCT Banner Reporting and Distribution Tools313 C (CC) W900

This session examines some issues encountered training end users to do their own reporting. Solutions will be demonstrated with Hyperion Brio, but apply also to SQL . (Information Access Maturity Level: 2 & 3)

Lucy Price, Business Analyst/Trainer, Earlham College; Denise Crum, Administrative Computing Manager, Earlham College

Symposium - The Gathering Place (HOT) (R) [685]All Solutions Common Interest Topics319 B (CC) U1000319 B (CC) M1215319 B (CC) T1245

SunGard SCT is developing the Symposium environment to create a secure, online environment that will streamline communications with our clients, partners, and employees, while facilitating interaction and collaboration within, and between, these groups. Our goal is to establish Symposium as the one-stop point of access between SunGard SCT and our constituents. This session, designed for a general audience of SunGard SCT customers, will provide attendees with an in-depth look at the community we are creating and allow them to provide feedback that will help shape the environment in the future. This session will be offered on Sunday morning, and on Monday and Tuesday during lunch. Attendance will be limited. Seating preference is given to registrants who used the on-line schedule builder to sign up for the session.

Ryan Lufkin, Senior Marketing Manager-New Media Group, SunGard SCT

Tables - What do they Really Mean? [507]SCT Plus Human ResourcesCoral Lounge IV (H) M1100

If you have ever needed to build a table in Plus HRS and wondered 'WHY'


Team Dynamics [405]All Solutions Training/Professional Development313 C (CC) T1130

Building Winning Teams examines the issues facing teams from a management and team member perspective. This session will review the stages of team evolution. We will also discuss how to adjust leadership style to coordinate with team evolution.


Team Work to Internationalize Luminis [409]Luminis SCT Luminis Platform303 A (CC) W1200

In a context of increasing international competition, French departments of education and research have launch successively in 2000, 2001 and 2002 three project's appeal for the setting up of the project "French Digital Campuses". 7% of the projects aimed at proposing new educational services, commonly called "online campus workspaces". An online campus workspace is an overall system which gave to the participants of the higher educational system the access, through the network, to almost the entire resources, services and online tools dealing with theirs activities. The MONTECRISTO project brought in together, the Mediterranean universities of Corsica Aix-Marseille, and Nice Sophia Antipolis. The MONTECRISTO project has been adopted in the project's appeal "online campus" section 2 from the department of higher education and research. The University of Corsica, stake holder of the MONTECRISTO project, has set up the Luminis system III.2 and has translated almost the whole part of the user interface of the portal. At the present time, the Montecristo portal is in use and the University of Corsica is one of the first French Universities to have an online campus workspace. Other universities can now take advantage of the experience concerning the successful collaboration with an American firm.

Caroline Bloin, Project Manager, University of Corsica – France

Technical Client Forum [108]SCT Banner TechnicalKalakaua Ballroom A (CC) U330

This is the technical client forum during which time questions previously sent to the BORACLE list are addressed by members of the SunGard SCT development and management teams.

Rod Hoekstra, Admin Systems Team Manager, Seattle Pacific University; Kathleen O'Donnell, Principal Technical Specialist, SunGard SCT

Technology Today - Effects on Banner [256]SCT Banner Technical313 C (CC) W1200

Today's technology landscape is evolving at a rapid pace. The fear of even the most seasoned IT professional is that they will be leapfrogged quickly if they don’t keep pace with these developments. Topical discussion on new technology and its potential impact on the Banner environment. Topics include Linux, Oracle 10G, Blade technology, etc.

Bob Hardcastle, Practice Manager, SunGard SCT; Adam Blair, Senior Network Architect, SunGard SCT

Ten Business Practice Questions [033]SCT Banner AdvancementHonolulu III (H) M130

What are your top business practice questions that facilitate the implementation and continuation of an effective information/management system? Over the past decade I have observed that we often do not focus on business practice questions in the implementation stage for online system, and we certainly spend a lot of time with “system work-arounds” after the fact. So, I want to suggest that out of this decade of “work-arounds” that there are some questions that I have begun to focus on. For instance: 1. What are the data entry standards and who controls or negotiates any modification in standards? 2. What are the implications of system changes on current business practice? 3. What are the reporting structures and end-user access to those reporting structures? 4. What happens when you change senior administrators and they want to operate differently, i.e., want information in different formats, than prior senior administrators? 5. How do you differentiate between a system issue and an institutional political or local practice issue? 6. What are the differences in information-qua-information and information-qua-management? 7. How integrated should integrated information really be?

And, there are more questions that each of us should focus. In this session I will pose ten questions that I think are primary, provide responses that I think are practical and adaptable to the Banner system, and provide opportunity for you to critique my suggestions and add your questions.


The ABC's of Autopackaging [261]SCT Banner Financial Aid313 A (CC) T900

In this session we'll review the basics of autopackaging, including the forms and processes needed for a successful implementation. We'll also discuss some of the business process changes our department had to make after 7 years on Banner. Finally, we'll show a way to use baseline Banner to award aid when your philosophy of packaging doesn't match Banner's.

David Richards, Associate Director of Financial Aid, Fuller Theological Seminary

The COA - Calling All Systems! [128]SCT Banner Finance313 A (CC) M730

This session will cover the basics of setting up the chart of accounts & FOAPALs, including effective dating, effective date chaining, the structure of balance sheet versus operating accounts, control accounts, and how to properly back dating FOAPAL elements using SQL. The presentation will then cover the set up forms in Banner Finance, Accounts Receivable, Fixed Assets, Student, & Financial Aid that require FOAPAL information and control system interfaces.

Attendees are encouraged to bring copies of their chart of accounts to share with others after the session or to bring plenty of business cards if they are willing to e-mail their chart of accounts to Banner end users.

Robin Wagner, Financial Systems Analyst, Washtenaw Community College

The Future of Higher Education [452]All Solutions Common Interest Topics320 (CC) M130

How do you enhance learning in an environment of limited resources? In the next eight to ten years, higher education faces substantial declines in funding. Many institutions focus on short-term solutions to their budgetary problems and are not focused on a long-term solution to the financial issues facing them. How can you restructure your institution to enhance student learning and improve the quality of work life for your faculty and staff while dealing with limited financial resources? Educational delivery systems and technology are key aspects of a long-term solution. In his presentation, Dr. Guskin will discuss the long term resource issues facing higher education, and the need for changes in organizational systems and integration of technology that are necessary to address this critical issue.

Alan Guskin, Co-Director and Senior Scholar, Project on the Future of Higher Education

The HR / College Work Study Link [217]SCT Banner Financial Aid313 B (CC) T730

Miami University completed an enterprise-wide implementation of Banner in 1999. All University areas were impacted, including the Financial Aid and HR areas. One of the challenges facing these two areas was the handling of college work study earnings for approximately 1500 students. Listed below are highlights of the planned presentation: *Brief overview of the function and interrelationship of the Student Employment and Payroll Offices at Miami. *Development and set-up in the HR and Financial Aid modules to handle CWSP earnings, including validation table set-up, building of jobs for college work study, etc. *Description of how Miami processes adjustments to work study earnings. *How Miami’s Financial Aid Office handles CWSP account reconciliation.

Brent Shock, Associate Director, Miami University

The Integration of Banner & FAMIS [359]Partner Solutions327 (CC) T200

In this session, FAMIS Software, Inc. will be discussing the key benefits of integrating the procurement component of Banner with the FAMIS maintenance & operations solution. This session will discuss the many integrations that have already occurred between Banner & FAMIS, all while taking you through “a day in the life” scenario of how a procurement process would occur by presenting the touch points between the two systems.

Tim McLean, Director of Business Solutions, FAMIS Software Inc; Elsa Everling, Product Manager, SunGard SCT

The Mathematics Behind BXS [089]SCT Banner Xtender Solutions305 B (CC) W1200

This session will take some of the fear out of planning and implementing BXS at your institution by proving some insight into the math, tasks, tools and concepts for deployment. Paper has been, and still is in many cases, the basic information system within the Educational Institutions. Systems to manage paper files are quite diverse and range from the technical and well researched to the old “that’s the way we have always done it” method. Regardless of how simple or elaborate the systems, it is estimated that in the average office, 3%-5% of paper documents are lost, 1%-3% are misfiled and that on average $120.00 is spent on labor researching a lost document (that figure doubles if it is unfound and has to be recreated). Paper can be expensive! Undertaking a Digital Imaging solutions like Banner Xtender Solutions, can seem like a nightmarish and daunting task. We will use CDIA & American Association of Collegiate Registrars and Admissions Officers (AACRAO) based standards & concepts, Legato, Evisions, and Banner software. This is intended for anyone using or planning on using BXS and is based on numerous years with Imaging and the past 3-years with Xtender Solutions (Legato 4.6 & BXS 6.2)

Richard Gegg, Document Management & Imaging Project Manager, University of Illinois-Urbana

The Road to Portal Transformation [453]Luminis Common Interest Topics307 B (CC) W1200

From CP to Luminis: Rock 'n Roll is Here to Stay... A panel discussion of schools transitioning from Campus Pipeline 3.2 to Luminis Platform III v2. Come hear about the successes, pitfalls and celebrations (at least the ones we have found) in transitiong from our Campus Pipeline portal to the more complex uPortal framework of Luminis. Aside from the technical, this experience involved a content re-architecture, role and skill reassessment and many continuing cultural shifts.

Ruth Gill, Manager-Applications Support, Montgomery College; Patricia Fenn, Sr. Director/Organizational Consultant, SunGard SCT

The SCT Matrix Framework SDK [488]SCT Matrix Technical326 A (CC) T730

This session for technical attendees will discuss the evolution of the SCT Matrix application to include a programmable framework and software development kit as part of its overall extensibility and integration strategy underlying SCT Matrix' position as a hub of the Unified Digital Campus.

Joseph Watters, Technology Director, SunGard SCT

The SunGard SCT ActionWeb [377]All Solutions Common Interest TopicsCoral Lounge V (H) W900

Learn about Sungard SCT's client-only web site - the ActionWeb, and provide your feedback on future enhancements to make our web site even better. Also covered will be Sungard SCT's listservers, and our ActionCenter.

Gerry Sander, Advisory Technical Specialist, SunGard SCT

The Web Application in Ten Steps [090]SCT Banner Student316 A (CC) T730

Having students apply via the web can greatly increase the productivity of the Admissions Office. This session will discuss how Raritan Valley Community College implemented the self service Admission Application and the benefits experienced. The session will present an introduction to the Banner validation tables and forms necessary to set-up the web application. Come join us to learn how you can implement the web application on your campus in 10 steps.

Richard Cole, Registrar, Raritan Valley Community College

Tips & Tricks for Portal Content [434]Luminis SCT Luminis Platform324 (CC) W1030

Creating, managing and maintaining relevant content in the portal environment is critical to the success of any Luminis Platform implementation. By exploring the full potential of Luminis targeted content delivery, this session will provide strategies for avoiding the “empty portal syndrome” and other portal content problems that can undermine the portal’s value to the institution and its customers. This session will demonstrate how effective portal content management can help SCT Luminis clients reduce internal communications clutter, eliminate institutionally-generated spam, support the success of single sign-on services, enhance their public web sites, and ensure they deliver relevant and meaningful communications to their constituents. This session is targeted to functional project team members and will include best practices and tips & tricks from partnered institutions.

Jennifer Mulholland, Senior Director, SunGard SCT

TRA Reporting Regulations [378]Partner Solutions309 (CC) M730

Michael Berberet of Pearson provides an update and review of Taxpayer Relief Act regulations. Intended for student financial services professionals, Michael’s presentation will cover background information on Hope Scholarship and Lifetime Learning tax credits, explain exceptions to reporting, review the various IRS penalties, and highlight what's new in 1098-T reporting for 2004.

Michael Berberet, Manager-Business Development, Pearson Government Solutions

TracDat - Unifying Process & Outcome [411]All Solutions SCT TracDat by Nuventive325 A (CC) M130

Accrediting agencies have begun to require colleges and universities to provide evidence from student outcome measures when applying for new or continuing accreditation. Teacher education is often the most extensive and exhaustive

accreditation undertaken by an institution. TracDat has provided a solution for tracking student performance data to support accreditation, but it can provide a structure for the accreditation process as well. This session will highlight the use of TracDat to focus and manage the process of preparing for accreditation as well as the management of student data used to support accreditation. In its first year of implementation at Western Michigan University, TracDat 3.0 has served to organize and represent outcome data on over five thousand students in the College of Education. More importantly, TracDat has been used as an organizer for the multifaceted process of preparing for NCATE accreditation and as a means of increasing faculty awareness and involvement in accreditation. The session will demonstrate the application of the TracDat interface to the tasks associated with a large-scale accreditation effort.

Katharine Cummings, Associate Dean-College of Education, Western Michigan University; Linda Delene, Provost, Western Michigan University; Eileen Evans, Associate Vice President for Institutional Excellence, Western Michigan University

Tracking Attendance at Events [576]SCT PowerCAMPUS Advancement305 B (CC) T730

The session will focus on one way to be able to track Alumni attendance at different events such as reunion, baseball games, tournaments, etc.

Lisa Sipe, Records and Research Manager, Saint Martin's College

Training after Implementation [174]SCT Banner Training/Professional Development313 C (CC) T900

Developing a functional approach to ongoing support and training after Banner implementation. This overview will show how to support newly trained individuals in their growth and development as well as, how to determine the right time and type of additional training necessary to continue to strengthen and develop subject matter experts within your institution.

Grace Hill, Manager Purchasing Department, Wayne State University

Training and PD Closing Session [416]All Solutions Training/Professional Development326 B (CC) W1200

We want to hear from YOU! We'd like to invite all training and professional development attendees to this closing session for a brief wrap-up, followed by an important time of feedback from you. Your suggestions and comments are invaluable to us as we endeavor to make the sessions offered in these two categories relevant and effective sources of information. At the end of this session, time will be provided for you to speak with Banner trainers and attendees from other institutions. Making contacts is one of the most valuable resources you will take away with you from Summit, so bring plenty of business cards to exchange!

Yvonne Westfall, User Services Consultant II, Teachers College-Columbia University

Training and PD Opening Session [417]

All Solutions Training/Professional Development313 A (CC) U1000

Now that you've donned your hula skirts and Hawaiian shirts, get ready to be "enter-trained"! Enjoy classic Hawaiian tunes while listening to an introduction to the Training and Professional Development sessions being offered at Summit this year. We'll discuss the sessions based on topic and focus with regards to documentation, multimedia, training techniques, specific training topics and professional development. This session is open to all Summit attendees. Don't miss this opening session and the surprise musical guest!

Yvonne Westfall, User Services Consultant II, Teachers College-Columbia University

Training for Academic Departments [274]SCT Banner Training/Professional Development302 B (CC) W900

This session will focus on a training model developed for staff in the academic departments. This model combines both navigational training in Banner and functional training about the Banner forms and is jointly led by staff in the Department of Computing and Information System and the Office of the Registrar. This model allows us to train the users on how to navigate through a Banner form as well as what the data in Banner means and how the Banner information may be used in their daily work. The presentation will show how we address these 2 separate training needs by setting up a model that combines a PowerPoint presentation and hands-on training. Though this session will focus on the student module, this paradigm has been used throughout the college with finance module and other training sessions.

Diana Maul, Registrar, Teachers College-Columbia University

Training the Culligan Way [356]All Solutions Training/Professional Development316 B (CC) T1130

It's the Culligan Man! This session will demonstrate how trainers can get horses to drink without leading them to water! You can deliver easy-to-develop manuals, movies, slides, and other information to the masses without high cost or high tech resources. Basic computer skills and user-friendly, inexpensive software is all you need! A short training video will be developed during the session to demonstrate just how easy it is to provide accurate, timely training without anyone leaving their workspace.

Betty Dye, Director of Registration Services, Jefferson College

Training Your Campus [503]SCT Plus StudentTapa III (H) W1030

This session can be utilized by both beginners and experienced users. Stephen F. Austin State University Registrar's Office has trained faculty and academic support staff on SIS+ to the extent that the Schedule of Classes is created by each department with a master file being retrieved and printed by the Registrar's Office, faculty enter their own grades and advisors use degree audit to advise students. This session will cover the process we used to move these tasks from our office into a decentralized academic arena.

Sherry Wells, Registrar, Stephen F. Austin State University

Transcript Request via Banner Web [154]SCT Banner Student310 (CC) W1030

This session will focus on the topic: Implementing and processing Transcript Request via Banner Web. I will focus on the following stages: 1) Identifying and Building the validation tables 2)Display Validation Pages on the Web 3)Requesting a transcript 4)Processing the transcript

The intended audience will be for new and functional users. I will be using Banner 6.0

Dorcas Tedford, Programmer Analyst II, Howard University; Paul Thompson, Sr. Functional Analyst, Howard University

Transfer Credit - Best Practices [592]SCT PowerCAMPUS Academic Records308 B (CC) T730

Intended for new and potential users of the SCT PowerCAMPUS product, this session will look at various ways of recording transfer credit in students transcript records. The use of transfer equivalencies and application of credit from previous programs/degrees at home institution will be discussed.

Robert Winkley, Registrar, New England Conservatory of Music

Travel & Expense Reporting (BOF) [294]SCT Banner Finance314 (CC) W1030

Travel and Expense Reporting is just one of many ways colleges and universities are looking at as a way to provide improved services to their faculty and staff as well as a means to control expenditures. Come to this BOF to share your insights into the functional components of travel and expense reporting.


Trends in Housing Web Applications [468]Partner Solutions327 (CC) M130

In this session, we will discuss the latest trends in Residential Life software, including platform independent solutions, Java applications, web interfaces, handheld device applications, enterprise management solutions, and more. Web based Online Applications, roommate selection, online damage reporting, billing are some of the topics to be showcased.

David Kritz, President/Co-Founder, Adirondack Solutions

Try SCT PocketRecruiter Hands-on! (HOT) [595]SCT PowerCAMPUS Admissions319 A (CC) M1100

Experience for yourself the ability to have mobile access to prospective student information; update records and provide immediate responses to prospects all while disconnected from the administrative system. Attendees will walk through a typical recruiting scenario and explore the value of having up to date information regarding prospective students available to them via a Pocket PC. Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Stephanie Connors, Product Manager, SunGard SCT

TSRCBIL and E-mailing Statements [092]SCT Banner Accounts ReceivableCoral Lounge IV (H) T1130

This session is intended for an Accounts Receivable audience and will deal with the TSRCBIL monthly statements and Taylor University's process to e-mail the statements to the student and secondary e-mail address. We have been on Banner A/R since 1998 and converted to e-mailing the monthly statements in 2000. Taylor has found the process beneficial in heightening communication as well as lowering receivables and it has been well received by our students, parents, and other entities. This session will be informational in nature. Technical information regarding how the process was implemented will be made available.

Cathy Moorman, Bursar, Taylor University

Tune In - Banner Student Channels [193]SCT Banner Student313 C (CC) M730

Tune into the power of the Unified Digital Campus and see it come to life with Banner Integration Channels. Students, Faculty and Advisors can subscribe to channels that provide 'At a Glance' information without all the 'clicks'.

Danielle Lindblom, Senior Advisory Consultant, SunGard SCT; Luke Marinchak, Lead Software Engineer, SunGard SCT

Turning SMEs into ETs [073]SCT Banner Training/Professional Development318 B (CC) T1130

How UNF implemented training campus wide using a blended centralized/decentralized solution. Telling Ain’t Training. This session will focus on how to develop Expert Trainers from Subject Matter Expert’s by providing leadership and support from a centralized training office. Topics covered will include the strategic plan necessary to develop a Training Team, implementing a Train the Trainer initiative, and the benefits of having a central training unit providing overall direction.

Ida Gropper, Director, University of North Florida; Ronda Mitchell, Training Coordinator, University of North Florida; Chèrie Whipple, Instructional Consultant-Education Practices, SunGard SCT

UDC - Enterprise Architecture [407]All Solutions Common Interest Topics

301 A (CC) M130

Planning for the implementation of a Unified Digital Campus solution requires a comprehensive strategic vision, a fixed point to which the entire project can reference. Enterprise architectures provide the methodology and processes to fix this point and provide a means to measure the impact of the changes that are inevitable. When going on a long journey, everyone needs a map - Enterprise Architectures offer a method for charting your course. This session is designed for CIO's and strategic decision makers who are currently charting a course for the Unified Digital Campus. Attendees will receive an introduction to the SunGard SCT Enterprise Architecture reference model and an orientation to the EA "Self-Assessment" Guide. Each participant will leave with their unique EA Self Assessment after walking through the guide with the workshop presenters.

Brian Knotts, Chief Architect, SunGard SCT; Rob Bailey, General Manager-Field Operations, SunGard SCT

UDC - Identity and Access Management [408]All Solutions Common Interest TopicsS. Pacific Lounge II (H) T900

Identity and Access Management (IAM) is a vast and complex subject, dynamic in nature, and sometimes challenging to comprehend. Beginning an IAM project can seem daunting at first, but there must be a way to achieve small, measurable victories in what can seem like an overwhelming effort. The key to a successful IAM initiative is to recognize how all the moving parts work together, and then address the pain points one at a time. This session is designed to offer information and security officers a method by which to classify IAM solutions and begin to identify those areas that can benefit from immediate attention, versus those that are longer term visionary steps. Attendees will be provided with a common set of requirements with which to begin their own Identity Management project and insight into some IAM projects that have been successful this year.

Kathy Carmichael, Technical Architect, SunGard SCT

UDC - Integration with Web Services [130]SCT Banner Technical318 A (CC) M1100

Banner is expanding the integration capabilities by exposing services which will allow simplified application to application process level integration. This session will define and demonstrate the technical architecture for Banner Web Services.

Daniel Sterling, Advisory Technology Architect, SunGard SCT

UDC Integration Technology Overview [101]SCT Banner SCT Luminis Data Integration Suite304 A (CC) M930

This session will provide a detailed technical look at the various integration technologies being applied to Banner 7. In keeping with our integration strategy, we use batch and real-time synchronization as appropriate for each solution. Our integration toolkit includes open source solutions such as OpenEAI, as well as standards-based Web Services. This session is recommended

for anyone attending the other technical sessions on integration presented at Summit this week.

Charles Hardt, General Manager-Enterprise Integration, SunGard SCT

Under the Hood of Banner AR 7.0 [070]SCT Banner Accounts ReceivableKalakaua Ballroom A (CC) W900

A look at the changes to the Accounts Receivable module in release 7.0 from the technical perspective. The session will include a review of the new APIs (structure; features; user exits and use) and highlights of code consolidation efforts.

Bill Gourlie, Advisory Software Engineer, SunGard SCT

Understanding VPD & Its Uses [221]SCT Banner Technical306 B (CC) M930

This session is intended for institutions that wish to segregate data within one database. This session will explain how SunGard SCT utilizes Oracle's Fine Grained Access Control to VPD a database using the baseline product as well as with customized solutions. The session will cover both functional and technical aspects of a VPD solution.

Patrick Versace, Principal Consultant, SunGard SCT; Jennifer O'Brien, Senior Student Consultant, SunGard SCT

UNF's Theory of Evolution ... [076]SCT Banner Training/Professional Development326 A (CC) M1100

UNF's Theory of Evolution on Multi-Media Training. We will share with participants the evolution of our decision to use Camtasia as our multimedia software of choice. We will discuss lessons learned in use of e-learning initiatives, including SCT CBT’s, Blackboard, Video, Robodemo, and Camtasia. Intended audience: Those responsible for Banner training using differing methodologies and/or blended learning solutions.

Ronda Mitchell, Training Coordinator, University of North Florida; Ida Gropper, Director-Center for Professional Development & Training, University of North Florida

Unified Cashiering with CORE [469]Partner Solutions326 B (CC) M730

Today in the Higher Education environment, cashiering functionality and financial solutions are an integral part of obtaining productivity and efficiency. This informational session will illustrate how CORE Business Technologies’ One-Step Payment Processing System, integrated web-based departmental deposit module and the Online Payment Center will improve your Cashiering, Revenue Processing and departmental revenue transactions. Features include: • Real-time interfaces to both SCT Banner™ and PLUS,

• Detailed Account Review including available financial aid, adjusted balances and individual charges, • Eliminate re-keying of departmental deposits with web-based solutions, • Detailed financial transaction processing, • Check Imaging and ACH conversion, • Student deposits, miscellaneous charges, targeted payments, • Online Web based student payments.

Jeffrey Saucier, Product Manager, CORE Business Technologies

University Catalog Implementation [456]Luminis SCT Luminis Content Mgmt Suite307 A (CC) W900

Several years ago New Jersey Institute of Technology (NJIT) implemented an web-based online university catalog using Apache Cocoon software. Separate schemas were created for general information (i.e. introduction, history, admission information, policies, etc.), degree programs, course descriptions, and the university directory. Cocoon provided an xslt-based presentation, but proved cumbersome in the day-to-day process of catalog maintenance. With the availability of Luminis content management features such as version control, content editing, and workflow, many of the problems with the initial catalog implementation could now be handled much more smoothly. This presentation will explain in detail how NJIT implemented its university catalog using LCMS3, addressing both managerial and technical concerns.

Haresh Gopal, Project Leader, New Jersey Institute of Technology; David Ullman, Associate Provost, New Jersey Institute of Technology

Use SCT Data to Communicate & Plan [312]SCT Banner Reporting and Distribution Tools308 B (CC) W900

Banner contains a staggering volume of data. Winnowing these data down to a group of factors that can be used to answer questions about institutional effectiveness for internal and external audiences can be a daunting challenge. We will lead a discussion that highlights data in Banner that is of the greatest interest to constituents of higher education. Importantly, we will couch this discussion in the context of data models that facilitate organization and use of data. In particular, we will focus on the following questions: What data do we have in Banner databases that can be used to address the informational needs of our constituencies? How should these data be structured to answer the most common and important institutional inquiries? And finally, how can core Banner data be combined with other data from on- and off-campus sources to address issues of concern regarding the value of higher education and the performance of institutions of higher education? This session will be of particular interest to anyone who needs to utilize data from Banner systems to answer questions regarding institutional performance. (Information Access Maturity Level: 3, 4, & 5)

Kristen Bush, Associate Director-Institutional Research, Virginia Tech; Deborah Olsen, Director-Institutional Research, Virginia Tech

Using COAs and Orgs in Banner HR [241]SCT Banner Human Resources316 C (CC) T900

When Finance decisions impact the use of Organization codes in Banner HR, delivered HR functionality may be lessened. For example, if Finance decides to use the Organization structure as a means to capture items that could potentially be described as activities or programs within the FOAPAL, the Biology organization (department) could have an extensive breakout resulting in multiple departments within itself. Examples of breakouts have been for items such as a visit to other institutions, a specific research program, overtime, work study, and Restricted or Non Restricted Funds. What happens then? What impact do these breakouts have on Positions and the viewing and reporting challenges for departments and HR? Attendees will understand the relationship of the Organization structure as determined by Finance and the areas of HR (positions, jobs, timesheets, etc.) where this situation impacts processes and the ability to view information on line.


Using iWebfolio (HOT) [466]All Solutions iWebfolio321 A (CC) M730

This workshop will provide hands-on training in the use of iWebfolio for electronic portfolio development. Sample portfolios will be demonstrated. The participants will have an opportunity to build a portfolio from a template and experience content-entry procedures. Attendance at this session will be limited to 40 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.


Using Oracle Reports in INB [019]SCT Banner Technical312 (CC) M730

Learn how to use Oracle Reports in an INB environment using the RUN_REPORT_OBJECT command. Report server configuration changes, modifications to GJAPCTL, report samples and documentation will be shared.

David Midgett, DBA, Eastern Kentucky University

Using Scheduled Actions [629]SCT PowerCAMPUS Admissions305 B (CC) M1100

SCT PowerCAMPUS: Using Scheduled Actions to manage your letters, e-mails, and phone calls to inquiries and applicants. The presenter will talk about setting up scheduled actions that thru mail merged letters you can stay in contact with your prospective students. Will also talk about phone calls and e-mails and how to automate them to use with your checklist.

Kathy Thomas, Director of Financial Aid and Admissions Records, Saint Paul School of Theology

Using Stores Inventory Effectively [264]SCT Banner Finance326 B (CC) M930

The intended audience for this session will be the Client/Accountant who hasn't yet decided to use Stores Inventory and would like an overview of the processing flow as well as a T-Account presentation of the entries made at each step of the process.

Mickey Hughes, Principal Process Consultant, SunGard SCT

Using Webcheck [504]SCT Plus Accounts ReceivableTapa I (H) W1200

Session to include using Touchnet's webcheck from the student's perspective as well as from the bursar's office perspective. It gives specific examples as to how the product works from start to finish (from the student submitting the payment to tracking the bank deposit). It would be beneficial to cashiers, accounts receivable, bursars, money managers, etc.

Tim Guffey, Bursar, Tennessee Technological University; Lisa Maas, Computer Programmer, Tennessee Technological University

Using Workflow in Student Services [175]SCT Banner SCT Workflow314 (CC) T730

Come learn how you can use SCT Workflow to lower cost and improve your customer services in key areas like Recruiting, Admissions, Financial Aid, Accounts Receivable, Advising, and Student Records. We will share what other clients are doing to improve Student Services, as well as detail solutions to common problems available to many SCT Banner clients through the workflow tools often already on their campuses today.


Utilizing Position Control [544]SCT Plus Human ResourcesTapa II (H)W1030

Are you using HRS position control to the fullest? This session will provide an overview of the functionality of position control. The University of Memphis has developed a process to capture on-line HRS budget entries and create FRS salary budget transactions. Learn how entries made on HRS will look in FRS. This session also includes topics on how adding expenditure data on the EP file reflects true fund balances, utilizing the EBA520 program, Salary Lapse and automatic budget updates for salary increase programs.

Deborah Becker, Associate Director - Budgeting, University of Memphis

Valuable Management Reports [316]SCT Banner Reporting and Distribution ToolsS. Pacific Lounge I (H) T730

This presentation is intended for all audiences. The session does not deal with a SunGard SCT product. The session's main objective is to present the internal management reports that the STC Business Office staff has developed to report important information to management, including the Board of Trustees, the President and the Vice-Presidents. Included in the presentation is a brief description of the method the information is gathered using Focus reports,

Monarch and Excel. The management reports covers topics such as budget variances, revenue, expenses, insurances, land acquisitions, student payment methods and investments. The reports reflect trend analysis and historical data. Management react very positively to the reports and use them extensive in making decisions and familiarizing themselves with all aspects of the Business Office functions. (Information Access Maturity Level: 3 & 4)

Mary Elizondo, Comptroller, South Texas College; Diana Pena, Vice President for Finance and Adm. Services, South Texas College

VBS/FGAC from Finance & AR Perspective [078]SCT Banner Finance317 A (CC) T900

Banner 7.0 introduces new capability for clients to implement Value Based Security using Oracle's Fine Grained Access Control. We will look and some of the possibilities that may be found in the Finance and Accounts Receivable modules; as well as some of the pitfalls that may be encountered. The session will include a demonstration of the implementation of the new VBS using FGAC in Finance. However; administrators who expect to utilize this feature should also plan to attend sessions regarding the creation of FGAC policies and set-up of VBS rules which will only be touched upon here.

Bill Gourlie, Advisory Software Engineer, SunGard SCT

Vendor Payments with Direct Deposit (HOT) [325]SCT Banner Finance319 A (CC) T900

Are you tired of preparing payments to vendors or students on paper? Are you ready to move to electronic payments? Well if so, her'es a hands-on session tailored to help you get started. From the system setup requirements, to the document processing options and the reconciliation results, we’ll address all of the decision points you’ll need to cover for a prospective implementation of Direct Deposit payments. We will not be covering the actual methods of data transmission to your Direct Deposit partner or bank. You as a Banner user are responsible for transmitting the payment records which are produced by Banner according to the data standards of either the United States or Canada.Attendance at this session will be limited to 80 attendees. Seating preference will be given to registrants who used the online schedule builder to sign up for the session. Additional seating may be available on-site on a first-come, first-served basis.

Andrew Unger, Finance Consultant, SunGard SCT

Version 7 Training Strategy (BOF) [651]SCT Banner Training/Professional Development316 B (CC) M1215

This Birds of a Feather (BOF) session will focus on strategies for training Banner version 7. With a major upgrade on the horizon, are you prepared? How will you retrain all your users? Will you need to update all your documentation? Are you going to be faced with resistance? And… will you be ready in time? Whether your institution is new to Banner or you already have a training program in place, we face common challenges. Come discuss ways of adapting to a new interface and exchange ideas for a smooth upgrade transition. We will brainstorm to come away with a plan and template to respond to future upgrades and ongoing

technological change. Target Audience: Trainers, project managers, technical writers, support and communications.

Kathy Wilmot, ICS Training and Communications Manager, McGill University; Dan O’Connell, ICS Trainer/Instructional Designer, McGill University

VISTA Views and Admissions [581]SCT PowerCAMPUS Admissions305 B (CC) T200

Learn the basics of constructing VISTA Views for use in mail merge documents and basic Admission reports. Show how to construct common VISTA views used for Admissions Mail Merge documents, explaining the impact of views on the mail merge form letter.

Jennifer Taylor, Senior Functional Consultant, SunGard SCT

Vista Views for Novices [615]SCT PowerCAMPUS Academic Records308 B (CC) M1100

This presentation is intended for beginning users of Vista Views and will demonstrate information retrieval beginning with a navigation through setflows to differentiate tables and columns using PowerCAMPUS tools. The demonstration will include a live creation of a basic View with step-by-step instructions ending with options for exporting the information into other applications.

Erin Durrance, Data Anaylst Coordinator, Ringling School of Art and Design

Vista views- Reports & Pivot Tables [631]SCT PowerCAMPUS Technical308 A (CC) M730

A discussion of the use of Excel pivot tables and data extraction in conjunction with Vista Views and Vista Reports.

Gary Cox, DataBase Administrator, Mount Olive College; Carol Carrere, VP Office of Institutional Planning and Support, Mount Olive College; William Canuette Jr., Project Vice Chairman, Mount Olive College; David Bourgeois, Registrar, Mount Olive College; Heather Turlington, Manager of Information Processing, Mount Olive College; Diane Graham, Manager Student Accounts, Mount Olive College

VPD for Functional Users [265]SCT Banner Student308 A (CC) W1200

This session will explain the possibilities of using Oracle's Virtual Private Database (VPD) to segregate data at your institution for both Student and Financial Aid. This session will explain different possible scenarios from a functional standpoint.

Amy Daigle, Practice Manager, SunGard SCT

Weaving the Self Service Web [516]SCT Plus Self-ServiceHonolulu III (H) W900

This session will show what we have done and how we have added local enhancements to the SCT self service web for student and faculty products. We will discuss self service web issues that would interest both Functional and Technical staff. We will show how we have added the following functionality: confirm your schedule, meal plan/parking permit selection, registration access code, deferred payment plan selection, email your pin, midterm grading mods, email to class. We are using SIS Plus version 1.20. We have worked with SCT products since 1985.

Kay Hume, Systems Analyst, Tennessee Tech University; Lisa Maas, Computer Programmer, Tennessee Technological University

Weaving the Web into Focus [517]SCT Plus Reporting and Distribution ToolsTapa II (H) W1200

We will show in this session how we have used WebFocus to provide a self service reporting tool for the campus on the Intranet. We will show the security, the focus code and the functionality that provides for self service on the campus. Faculty, advisors and staff, can now generate their own email distribution lists of class sections, advisees and majors, lists of class sections, advisees and majors, excel spreadsheets of class sections, advisees and majors. They can also generate reports of admitted students, deans lists, probation lists, midterm grading lists. We will show how easy it is to create these lists on the fly in Microsoft Excel. We will discuss WebFocus and how it imports regular Focus into WebFocus. We will show some tips and tricks in Focus. We will show our Focus users guide on the web that we have created for our Focus writers on our campus. This guide can be used in WebFocus as well as mainframe Focus reporting writing. We have experience in the IA/SCT products since the early 1980s. (Information Access Maturity Level: 2 & 3)

Richard Cashion, Assistant Director-ITS, Tennessee Tech University; Kay Hume, Systems Analyst, Tennessee Tech University

WEB ACDV/AUD Processing on E-Oscar [394]All Solutions SCT Loan Management System302 B (CC) T200

The major credit bureaus now require the use of E-Oscar for ACDV (Automated Consumer Dispute Verification) and AUD (Automated Universal Data) form processing via the WEB. This session will cover everything you need to know to perform ACDV/AUD processing over the WEB on E-Oscar including registration, user administration, tutorials, help, reports, and ACDV/AUD daily processing. Experience: 2 years using E-Oscar.

Vicki Schulhauser, Student Services Supervisor, Washington State University

Web Contract Management and HRS [512]SCT Plus Human ResourcesHonolulu I (H) T730

At Rider University we have developed a web-based application that works with Plus2000 HRS in tracking and administering faculty contracts. The application, called OACS (Overload/Adjunct Contract System), allows administrators and academic departments to enter adjunct/overload course assignment information and directly relates it to HRS department codes, position numbers and budgetary accounts. The contract information is electronically sent to HR, converted into

an HRS file maintenance process and uploaded as HRS assignments. This process expedites the faculty contract process and eliminates the need for manual data entry. We will present the fundamentals, both functional and technical, of the OACS system, how it integrates with HRS and a demo of OACS (via the web). This presentation is intended for an experienced HR functional and technical audience.

Theresa Hvisdock, Asst. Director, OIT-Application/Web Services, Rider University; David Perry, Manager - HRIS, Rider University

Web Entry of Time - Technical View [565]SCT Plus Human Resources304 A (CC) T200

The University of Memphis is using the Web Entry of Time module for exception and positive paid employees. Topics of discussion will be setting up ECWETT.lib, EBA306 - the parameter requirements, WTC screen setup, WTP screen setup, including defining superuser (SIU & SUU) (we have ideas how to do it for a various Administrative Departments if the nine limit isn't enough), EBC314 - timing and how arrears processing is determined, and EBKte1 and EBKte2 parameters.

Debbie Wooddell, Systems Support Specialist II, The University of Memphis

Web Entry of Time-Functional Users [508]SCT Plus Human Resources301 A (CC) T1130

The University of Memphis is using the Web Entry of Time module (SunGard SCT HRS Plus) for exception and positive paid employees. I will discuss the functions which allow: an employee to enter time, a timekeeper’s role for entering and completing time, and the approver’s role and approval process. I will include topics on the programs used to pull and update data from the web into HRS; show how L52 screen displays and identifies the web time entries vs. manual screen entries and what takes place during the trial payroll process. Also, I will show how the time entries appear after the final payroll process via HRS screen LTT, and how the employees/timekeepers/approvers can view the online history time records on the Web Entry of Time.

Debbie Wooddell, Systems Support Specialist II, The University of Memphis

Web for Finance re-Baseline School [015]SCT Banner FinanceHonolulu II (H) T200

Lafayette College is a small Liberal Arts College located in Easton, PA. The College has an approximate enrollment of 2, 285. We have limited staff in both the Finance and AIS departments and are required to work in a strictly “baseline” Banner environment (no modifications or customizations allowed). This session is designed to walk the attendee through the process that we used to do the following: · Set up procedures within Banner Finance to “turn on” access to the Banner Web for Finance product including the assigning of PIN numbers, · Tailoring the Web Menus, · Creating a Banner On-line User Guide, · Create various job aids to help train the end user, and

· Strategies to assist in training the end user (group trainings vs. one-on-one sessions).

Jill Snyder, Assistant Controller, Lafayette College; Eileen Petula, Associate Controller, Lafayette College

Web for Prospect Application [006]SCT Banner Student324 (CC) W900

SCT Banner Student 6.1.1 General 6.2, this session will provide a “10, 000 foot view” of factors involved in implementing Web for Prospect and Web for Admission. An occational ground level view will be provided, tables and forms of particular concern. Schools who are presently considering whether to implement this Banner feature will benefit most from the presentation.” Concordia University-St. Paul has been using Web for Prospect and Application for three years.

Scott Morrell, Director of Graduate Admission, Concordia University

Web Publishing at NJIT [455]Luminis SCT Luminis Content Mgmt SuiteNautilus II (H) M130

New Jersey Institute of Technology (NJIT) manages its primary web site and portal content using the Content Management component of Luminis II suite. How did NJIT make the new information architecture and the web site design possible using Documentum? How did NJIT remove the bottleneck of publishing from the web masters? We will discuss some of the templates, tips and tricks employed at NJIT to empower individual departments to manage their websites without reliance on the IS department.

David Ullman, Associate Provost, New Jersey Institute of Technology; Haresh Gopal, Project Leader, New Jersey Institute of Technology

Web Reg - Steps to Success! [096]SCT Banner Student316 B (CC) M930

This session will provide step by step instruction on setting up web registration. Topics include time ticketing, error checking, and a demo of the web reg pages and more. We will briefly cover catalog and schedule setup, CAPP area pre reqs, and customized reports. Attendees will leave the session with information for implementing web registration.

Tina Enoki, Systems Analyst, Hawaii Pacific University; Bonnie Saito-Manago, Director-Management Information Systems, Hawaii Pacific University

Web Surveys -- What Works [326]SCT Banner General315 (CC) W900

This session will review the steps in the implementation of Web Survey from population selection to reporting the survey results and demonstrate the effectiveness of this tool for institutional "intelligence-gathering." Emphasis will be placed on the effective design, appropriate timing and essential characteristics of successful online surveys. Examples will focus on student

and faculty surveys including detailed academic program evaluations, as well as student elections and other "quick polls." The session will also demonstrate the incorporation of a web survey into the work flow process to solicit information from students at the time of withdrawal from the institution. The intended audience is anyone interested in the potential application of web survey at their own institution. No familiarity with the product is assumed. The session combines a step-by-step description of the product with a discussion of research considerations essential for the production of high quality results.

Mary Lelik, Director of Institutional Research, Saint Mary's College

Web Time Entry at NJIT [562]SCT Plus Human ResourcesTapa I (H) W900

New Jersey Institute of Technology began “web time entry” this fall for its nearly 2,000 faculty, students, and staff on bi-weekly payrolls. This movement from paper “RECAP Sheets” to an online form has been the largest campus-wide process change for faculty and staff since introduction of online requisitioning almost 20 years ago. Change is sometimes difficult to manage and is much easier when the proper thought is applied to the customization and configuration decisions that arose in our initial testing of the system. This session will address the entire planning cycle for Web Time Entry at NJIT, including initial exploration of system features and configuration options, decision paths, protocol analysis by users to identify customization and training needs, and the business rationale for incremental roll-out with continual risk analysis and review. NJIT has been a long-time user of the HRS Plus product. Web Time Entry has been implemented as an additional “self-service” feature within Highlander Pipeline, NJIT’s implementation of the Luminis portal. The session is targeted for both managerial and technical users of HRS and Luminis portal.

Carmen Marici, Project Leader HRS/FRS, New Jersey Institute of Technology; Priscilla Scott, Director of Payroll, New Jersey Institute of Technology

Web Time Entry-A Recipe for Success [258]SCT Banner Human ResourcesCoral Lounge IV (H) T200

Concordia University - St. Paul, a small Lutheran university with an even smaller HR and Payroll staff, successfully implemented Web Time Entry in 2004. Our session will focus on the process we developed to set-up, implement, and provide training to our students, staff, and faculty in version 6.1 of SCT Banner HR and version 6.0 of Employee Self Service. The presentation will include checklists for system/user set-up and diagrams for troubleshooting problems.

Mary Arnold, Director of Human Resources, Concordia University - St. Paul; Abraham Noel, Assistant Director of Human Resources, Concordia University - St. Paul

WebCAPP [047]SCT Banner StudentKalakaua Ballroom A (CC) T900

Come learn how students and faculty have the ability to request; review; and print degree audit reports for primary and secondary programs; and what-ifs using SCT Banner Student Self Service and SCT Banner Faculty & Advisor Self

Service. Learn how students have the ability to review and print previous degree audit requests. You will also get a glimpse at the dynamic catalog.

Kimberly Saving-Sherman, Senior Consultant, SunGard SCT; John Ellis, Senior Process Consultant, SunGard SCT

WebFOCUS for HR Reporting [556]SCT Plus Human ResourcesTapa III (H) W1200

This session will detail various parameter-driven WebFOCUS reports developed for use by all administrators across campus. Human Resources, Payroll, Budget, and indivisual employee types of reports were all developed to make adminstrators as self-sufficient as possible.

John Goerke, Sr. Director for Information Systems and Services, Miami University

Welcome Lunch and Keynote Address [677]All Solutions Common Interest TopicsExhibit Hall II & III (CC) U1115

The Aloha (welcome) lunch is the official start to SunGard Summit 2005. It will take place in the Hawaii Convention Center, Halls II & III, on Sunday, March 6 at 11:15 am. The program will include: lunch for all attendees, and inspiring “Hawaiian” welcome, highlights of the 2005 conference agenda, a brief SunGard SCT company presentation, and the conference keynote address given by famed photojournalist, author, and filmmaker Dewitt Jones.

Mike Chamberlain, President & CEO, SunGard SCT; Brian Maddocks, Executive Vice President, SunGard SCT

What can VBS & PII Do for You? [290]SCT Banner General317 B (CC) W1200

A walk through the new Value-Based Security, Personally Identifiable Information and Masking forms in Banner. This will include step-by-step instructions and examples for you to use when you return to your campus.

Cindy Szkaradnik, Senior Advisory Consultant, SunGard SCT

What the SCT Partner Program Means to You [448]All Solutions Common Interest Topics303 A (CC) W900

SunGard SCT recently launched a new Partner Program and dual partner classification system. At this session, we will discuss how your institution can use the Partner Program framework to select the appropriate partner solution for your technology and business needs. We will also introduce the SunGard SCT Partner Network, an online community and portal designed to help you research partner technologies and solutions.

Jeff Jones, General Manager Business Development, SunGard SCT

What You Can Do - Here's What We Did [593]SCT PowerCAMPUS General308 A (CC) M130

This is the second part of the first session "What You Can Do", and explains how we modified pages and wrote custom pages in IQ.Web to interface with current pages and the PowerCAMPUS database.

Steve Weir, Database Administrator/Support Specialist, Philadelphia Biblical University

What’s New in Luminis CMS 3.1? [421]Luminis SCT Luminis Content Mgmt SuiteS. Pacific Lounge I (H) M130

Come see for yourself the many new features in the latest and greatest version of the Luminis Content Management Suite, version 3.1, including automatic Luminis Platform channel (portlet) creation and management. That’s right. You will see how customers will be able to create and manage Luminis Platform content easily from within Luminis CMS. You will also be able to see how easy it is to link and share content between different Web pages at your institution.


What's Your Favorite Channel? [401]Luminis SCT Luminis Platform317 A (CC) M1100

This session provides a functional overview of the portal channels (also sometimes called portlets, modules, etc.) available with SCT Luminis. These include the channels delivered with the SCT Luminis Platform as well as the Banner channels available for SCT Banner 7.0. Intended for a functional audience, we will describe each channel in detail and demonstrate several channels in a live SCT Luminis environment. We will conclude the session by introducing new channel ideas that SCT clients might see delivered in the future. Note: There will be other sessions available that describe technically how portal channels are built and what tools portal administrators have available to build channels unique to their institutions.

Michael Zackrison, Sr. Product Manager, SunGard SCT

When Lip Service Won't Do [381]All Solutions iWebfolio302 B (CC) M130

In this session users will discover how Mercy College, an early adopter, uses iWebfolio to ensure that the five competencies we require of our graduates are attained and documented. iWebfolio allows for: Permanent evidence - with feedback Multi-media Easy access Authentic assessment Flexibilty Team approach across the curriculum.

Deborah Landes, Web Manager, SunGard SCT

Why Aren't You Using RMAN? [222]SCT Banner Technical316 C (CC) T1130

Using Oracle's Recovery Manager (RMAN) utility at UC Davis, our 80 GB Banner database “cold” backups complete in approximately three hours, compared to the 8-9 hours it used to take when the database was less than 40 GB! We use RMAN

for cloning, too. Refreshing PROD to create development environments is not only a great test of our RMAN backups, but with minor modifications to the script, takes only minutes to launch, less than 3 hours to finish--a completely renamed and ready to use database! Learn how easy it is to implement the tool you already have for backups and cloning. Step-by-step instructions will be provided as well as sample scripts to have you quickly backing up and cloning your Banner database.

Deborah Lorraine, DBA, University of California-Davis

Why Higher Ed Needs Web CMS [418]Luminis SCT Luminis Content Mgmt Suite325 B (CC) M1100

While widely used in other industries, Web content management technologies have not been implemented broadly in higher education. Most institutional external (.edu) and intranet sites comprise hundreds, if not thousands, of pages, whose authors reside across the institution. Managing the content on these pages, while meeting institutional directives presents significant challenges. This session will discuss Web content management technology generally and how it helps institutions to address the Web content issues they face. It will not cover the Luminis Content Management Suite, but will provide a good primer for session that do. The session is designed for a general audience.

Ceri Jones, Marketing Director-Luminis Product Family, SunGard SCT

Why Should I Upgrade to Banner 7? [219]SCT Banner GeneralCoral Lounge V (H) T1130

This session will explore the reasons for upgrading to Banner 7 from a client perspective. The client panel will include beta test clients and institutions planning to be early-adopters. We will discuss the factors that clients should consider when deciding on a timeline for upgrading to Banner 7.0.

Steve Ikler, Product Manager, SunGard SCT

Why Timetabling and not Scheduling? [459]Partner Solutions325 A (CC) M1100

Colleges and universities invest extensive resources and planning in the success of their programs. Effectively timetabling these activities has become increasingly important due to the growing and diverse needs of students, the variety of programs, budget constraints, changes in curriculum and increased demand on space. Students, Instructors and Rooms are the three main elements of timetabling. An activity being scheduled must fit the timetables of each of these resources. Coordinating the schedule, so that the needs of the students and instructors are met while maximizing the use of teaching space is a huge task. Ignoring any one of these timetabling elements can lead to dissatisfaction and loss of revenue. Find out how and why a growing number of SunGard SCT clients, both in North America and internationally, have adopted Infosilem’s Timetabling solutions and learn about the benefits they have realized.

Philippe Melis, Vice President, Infosilem Inc.

Windows Sharepoint Services [673]Partner Solutions328 (CC) T200

This session will discuss Microsoft Windows Sharepoint Services and Sharepoint Portal Server improve team collaboration and integrate with the server technologies supporting SCT Matrix and SCT PowerCAMPUS.

Rob Curtin, Industry Solution Manager, Microsoft Corporation

Workflow - An Advancement How To [111]SCT Banner Advancement301 B (CC) T900

Objectives: • Provide Overview of Work Flow (Concept, Process, Components, Implementation Process, Benefits) • Provide overview of Work Flow Components (Parameters, Triggers, Modeler) • Provide specific step-by-step “how to” build a Work Flow (Update Designation Status when Finance updates Fund status to “Closed/Inactive” and also send notification email to Director of Advancement Services) • Provide potential Work Flow ideas • Benefits (Automation of manual processes, increase in accuracy, Opportunity to objectively evaluate current processes, Decrease in dependency upon others, Increased efficiency, Attendees will have learned specific step-by-step guidelines for building and implementing)

Judson Matthews, Advancement Principle Consultant, SunGard SCT

Workflow - Let's Get Real! [280]SCT Banner SCT Workflow328 (CC) W1030

The session describes why Cuyahoga Community College implemented Sungard SCT Workflow and why the first workflows built were for Finance. Detailed examples will also be discussed in this session as well as lesson learned. This session will be of interest to Workflow as well as Finance users.

Bonnie Guyer, Director-Banner Projects, Cuyahoga Community College; Sharrie Landers, Director-Finance Systems, Cuyahoga Community College; Carol Didio, Workflow Practice Manager, SunGard SCT

Workflow - What Can It Do For Me? [168]SCT Banner SCT WorkflowTapa II (H) M930

If you are considering or curious about the potential of enterprise workflow or business process management on campus, you will want to attend this session. We will cover the basics of the technology, uses within higher education and show live examples of using SCT Workflow within and outside of SCT Banner. Real-world client successes will also be highlighted. This session will be beneficial to any functional or technical staff who wants a primer on how best to apply enterprise workflow on campus.

Anita Desai, Business Analyst, SunGard SCT

Workflow- Imaging- Data Capture (BOF) [638]

All Solutions Common Interest Topics316 B (CC) W1200

If you are using or considering using workflow, imaging, or data capture in your operations, come to this session to share and listen to client experiences. This session is meant for open discussion on the uses of these technologies, along with related technologies such as records management, business process management, output capture/COLD/ERM, and forms processing. We will be encouraging discussion of uses within and outside of SunGard SCT administrative systems, portal, and third-party systems on campus.

Michael LaFortune, Product Manager, SunGard SCT

Workflow Installation and Migration [003]SCT Banner SCT Workflow327 (CC) T900

A comprehensive presentation on all of the steps needed to install Workflow 4.0.1 on a new system and also the steps to migrate an existing 3.1.x install to 4.0.1. Even though the presentation is technical in nature it will be suitable for anyone needing to benefit from knowing the basic architectural framework that SunGard SCT Workflow is built upon.

Scripts will be provided for common everyday tasks and proactive maintenance for SCT Workflow.

April Sims, DBA, Southern Utah University

Workflow Start to Finish [203]SCT Banner SCT WorkflowKalakaua Ballroom C (CC) T900

Come learn the robust aspects of creating a workflow process. We'll take you, step-by-step, through resource planning, analysis, design, implementation, and going "live" with a workflow. Some of the topics covered include: understanding your process, identifying role players, utilizing SCT Banner pages, integrating with your custom components, PL/SQL stored procedures, email integration, and using database triggers with business events.

Melissa King, Director Enterprise Solutions, SunGard SCT

Working Together w/Luminis Platform [138]SCT Banner Financial Aid317 B (CC) W1030

In today’s Web world, you and your students expect real-time, immediate, personalized information in a single click. Come learn how the SCT Luminis Platform can help fulfill the needs of financial aid students. As a large part of the Unified Digital Campus, the SCT Luminis Platform offers tools for campus collaboration, personalization of content, Web content management, and channels. The SCT Luminis Platform, combined with SCT Banner Financial Aid and the entire SCT Banner suite, provide digital connectivity for students, faculty, and staff.Rhonda Allen, Product Manager, SunGard SCT

Working Your A/R with CLM [386]All Solutions SCT Campus Loan ManagerHonolulu I (H) W1030

Come find out how Texas A&M University reduced their student account receivables by 76% using CLM as a collection tool along with a few other initiatives including implementing a process to begin withholding diplomas and providing debt management to students.

Peggy Carey, Financial Management Supervisor, Texas A&M University

Writing Cursors For SQL Query [586]SCT PowerCAMPUS Technical305 B (CC) M130

If you need to update large numbers of records the SQL Update command can make the system seem to lock up for other users. Using a cursor will allow you to update those records one record at a time and avoid that risk. Cursors can also be used to create group headings and summaries for reports in ways that simple queries cannot. This presentation will show how to write both kinds of cursors and provide some sample scripts.

Greg Litchfield, Computer Systems Manager, Grace University

XML Transcripts - Georgia Model [336]SCT Banner Student316 C (CC) T200

Currently, most transcript exchanges within in the University System and with outside institutions involve paper transcripts sent through traditional mail. The Transferable Transcript solution, using the Postsecondary Electronic Standards Council (PESC) XML Postsecondary Transcript schema and a secure transport mechanism, provides a secure electronic means for sharing academic transcript data among institutions via a point-to-point transport mechanism. This session will provide an overview of the project and will review key elements of the three major components solution including: functional process flow into and out of SCT Banner, mapping of data elements between the official PESC/XML schema and SCT Banner, and transport mechanisms among participating institutions.

Amy Daigle, Practice Manager, SunGard SCT; Tonya Lam, Associate Vice Chancellor for Student Affairs, Georgia Board of Regents

XS Migration and Administration [268]SCT Banner Xtender SolutionsTapa II (H) M1100

Savannah College of Art and Design has had rapid growth in its short 25 years of existence. One major problem plaguing every module is the transportation, retrieval and storage of paper documents. SCAD implemented SCT’s Xtender Solutions last year with limited release to the Finance module. Since then, there has been campus wide request for Application Xtender. We will discuss SCAD’s implementation plan, including the set up of a test environment, migration of image storage, creating and administering security profiles and dealing with user issues. This session is intended for experienced users or technical staff. SCAD is currently at Banner 6.x with a production Xtender Solutions environment of 6.0 and a test environment of 6.2.

Melissa Hazelwood, Systems Analyst, Savannah College of Art and Design

Xtender for Finance Source Document [275]SCT Banner Xtender Solutions318 B (CC) T900

A detailed look at implementing electronic filing in Financial Services and the issues and an approach.

Louise Smith, Manager-Financial Systems & Information, Dalhousie University

Xtender Solutions & EPAF Integration [050]SCT Banner Human Resources314 (CC) T900

Wayne State University will present SCT Banner Xtender Solutions scanning, indexing, and document retrieval integration with Banner HR. This presentation will highlight the use of Electronic Personnel Action Forms (EPAF) for various business processes, including new hires, contract renewals, and job terminations. This presentation is designed for the end user and will include examples of EPAF transactions, EPAF approval queue setup, and SCT Banner Xtender Solutions document level security with examples of document types, applications, groups, restrictions on groups, and context rules. WSU will also discuss our “EPAF add-on” modification to calculate retro salary payments and their insertion into the payroll process.

Melinda Kaye Petrucco, Applications Project Leader, Wayne State University; Ravi Gullapalli, Applications Technical Advisor, Wayne State University

Year End Processing [178]SCT Banner FinanceKalakaua Ballroom A (CC) W1200

This session will present SDSU Foundation's year-end processing procedures, including Banner system paramter set-up, annual testing, departmental year-end processing guidelines, pre-roll audits, data clean-up procedures and roll balancing procedures. This session will help Banner users prepare for and execute year-end processes in a methodical and timely manner.

Rachel Raynoha, Financial Systems Manager, SDSU Foundation

You Have to Modify Banner - Now What? [324]SCT Banner SCT Services316 A (CC) T1130

If your organization has decided a modification to Banner is necessary, this session is for you. In it you will learn the project management methodology used by the Application Practices group of Professional Services. Also techniques to design, code, and implement Banner modifications. This includes project management approach, tools for analysis including Banner enlighten, coding techiniques, and implementing the modification. This session is designed for clients who desire to modify baseline Banner code and want to improve their project management methodology and learn techniques for maintaining their modifications.

Bill Lee, Technical Advisory Specialist, SunGard SCT

Your Project...What Do You Monitor? [384]All Solutions Common Interest Topics

Coral Lounge V (H) T730

Are you planning or just beginning a project, or perhaps new to a leadership role? Often, obvious, critical success factors are overlooked, or taken for granted, in the overall implementation/project management process. You have been schooled in the best practices of project management, have accepted the role of moving your project forward and accepted leading a facet of your organization’s “project office”, but do you know where to go from there?

Debra Treacy, Project Manager, SunGard SCT

ZSS Technical Update [5s49]SCT Plus TechnicalCoral Lounge III (H) M1100

This session will provide information on recent and up-coming technical issues/solutions for the SunGard SCT Plus products, from a ZSS 1.14 perspective. Bring your ZSS questions for Q&A time. For intermediate and advanced ZSS technicians. Presenters both have over 15 years experience with SunGard SCT Plus products.

Mark Simons, Principal Software Engineer, SunGard SCT

Documents

· Web viewPartner Solutions . 320 (CC) T1130. 313 A (CC) T200 . This is a technical update on 10g RDBMS New Features. With a focus on Administrative Features that will be of use