The Big Bang! Upgrading to Banner 8.1

Presented by: TJ Rains, PMP

Associate CIO, Enterprise SystemsEmporia State University

April 12, 2010

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Session Rules of Etiquette

• Please turn off your cell phone/pager

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

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Introduction

• Purpose: To review Emporia State University’s Banner 8.1 upgrade project focusing on the following core elements:—Project Planning and Management—Scope and Resource Requirements—Business Process Analysis and System Testing—Lessons Learned

• Benefits: —Obtain information and materials on planning and

managing a Banner major release upgrade. —Learn from our successes and mistakes.

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Agenda

• ESU’s Banner Environment

• Enterprise Systems Team Structure

• Banner 8.1 Upgrade Project Planning and Management—Scope, Resources, Schedule

• Business Process Analysis and System Testing

• Issues Encountered

• Lessons Learned

• Presentation Supplements

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ESU’s Banner Environment

UDC Vision Realized at ESU

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ESU’s Banner Environment

• Core Systems —Luminis Portal (Buzz In)

• Banner Channels, SSB Integration, Single-Sign-On—Banner Advancement—Banner Finance—Banner Financial Aid—Banner Student

• *Enrollment Management to be launched July 6, 2010.—Operational Data Store/Enterprise Data Warehouse—Cognos 8 BI—RMS Housing

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Supporting Software

• Evisions Form Fusion and Intellecheck

• E~Print

• Touchnet Payment Gateway

• UC4 (Appworx)

• Runner Technologies Clean Address

• Platforms —Hardware – Sun v490 Based Architecture w/ StorageTek

SAN—Primary OS - Sun Solaris 10—Oracle 9i

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ESUStaff

Sungard HE Banner

Buzz In Portal / Self Service Banner

General Person

Finance

Human Resources

Financial Aid

Student

Advancement

General Portal Content

Student/Financial Aid Self Service

Finance Self Service

HR/Payroll Self Service

Advancement Self Service

Cognos/e~Print Reporting

Blackboard

Onbase – Document Imaging

GroupWise – Email Calendar

Operational Data Store /Enterprise Data Warehouse

Students, Alumni, Faculty

and Staff

Identity Management Services - Novell eDirectory

TCS Support– Helpdesk, Infrastructure, Enterprise Systems, Client Services, Academic and Multimedia

Enterprise Systems Team Structure

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Enterprise Systems Team

• Enterprise Infrastructure—Oracle DBA/Team Lead (1 FTE)—Banner Application Administrator/DBA (1 FTE)—Luminis System Administrator (1 FTE)—Web Tailor/SSB Administrator/Developer (1 FTE)—Systems Integrator/EM Specialist (1 FTE)—Banner Security Administrator/UC4 Administrator (1 FTE)—ODS/EDW/Cognos Administrator (1 FTE)—Systems Administrator/Sun Hardware Support (1 FTE)

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Enterprise Systems Team (cont.)

• Banner Student, Financial Aid Technical Team —Application Development Supervisor (1 FTE)—Primary Student Application Support (1 FTE)—Primary Financial Aid Support (1 FTE)

• Banner Finance, HR, Payroll, Advancement Technical Team —Application Development Supervisor (1 FTE)—Primary HR/Payroll/Finance Support (1 FTE)—Primary Advancement Support (1 FTE)

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Banner 8.1 Project Management

Scope, Resources, Schedule

Project Management

• Project Management Methodology—Kansas Information Technology Office (KITO) Project

Management Methodology.—Publicly available at http://www.da.ks.gov/kito/ITPMM.HTM

• Project Planning—Project was chartered and planned collaboratively with

administration, system owners and central IT staff. —Schedule and budget developed by central IT and vetted

through administration and system owners.

• Project Execution—Central IT resource (Associate CIO) managed, monitored

and controlled the execution phase of the project. —Bi-Weekly status update meetings held with system

owners to verify functional testing progress.

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Project Scope (In Scope)

• Evaluate, procure, install and configure new server and storage hardware to support the Banner 8 environment.

• Upgrade to Oracle 10g (UTF8).

• Upgrade all Banner systems (INB and SSB) to latest releases (8.1x).

• Upgrade ODS and EDW to latest release (8).

• Upgrade to Luminis 4.2.

• Upgrade Cognos 8 BI to version 8.3 SP2.

• Upgrade UC4 to latest release.

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Project Timeline

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Project Schedule

• 8 Months of Bliss! —September 2008 – October 2008

• Development of Functional and Technical Test Plans—Student, Financial Aid, Finance, HR/Payroll,

Advancement Banner Systems—September 2008 – November 2008

• Hardware Installation and Configuration—Sun T25220 and Sunfire x4500 servers, StorageTek

SAN Environment and Tape Library.

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Project Schedule (cont.)

—September 2008 – March 2009• Installation of Banner Test and Production

Environments—Netbackup—Oracle Database and Application Servers—ODS and EDW— INB and SSB—Luminis IV—Cognos 8 BI—ePrint —UC4—Evisions Form Fusion and Intellecheck

• System Integration Testing Readiness

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Project Schedule (cont.)

—January 2009 – March 2009• System and Integration Testing (All Systems)• Execution of Defined Test Plans

—March 2009 – Early April 2009• End User Training Development and Delivery (All

Systems)— April 24, 2009 – April 26, 2009 GO LIVE!!!

• Complete Final Data Migration• Complete Final Production Testing • Cutover to Production

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Business Process Analysis – Student

Business Process Analysis

• Significant business process changes in Registration, Undergraduate Admissions, Graduate Admissions and International Admissions occurred as a result of our initial Banner implementation. —Changes were never documented! — Impacted test plan development for the Student system.

• Decided to conduct Business Process Analysis work sessions to document business process changes to ensure test plan alignment.

• Output: Business Process Diagrams, Formal Test Plan and Checklists

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Output: Business Process Diagram

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Output: Testing Checklist

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Banner 8.1 Upgrade Graduate Office Testing Tasks

Results/Comments section indicates results of simulation.

Task Responsibility Done Test Results/Comments General Tasks TCS Ensure Job Submission is running Nikki Barnes Ensure Sleep/Wake Printers/Procedures are Set up Nikki Barnes Ensure Luminus is functional Brian Morgan Ensure Cognos is accessible Review Common Matching Rules Jim Moore,

Sandy Crofoot Nikki Barnes

Ensure fsaAtlas DIT is functional Brian Morgan Sandy Crofoot

Review all General Person Validation Tables Technical Team Review all Student Validation Tables Sandy Crofoot 1/28 All populated – looked fine Task Responsibility Done Test Results/Comments Ongoing Grad Admissions Tasks Graduate (Mary

Sewell, Peggy Anderson)

Please admit at least one student of each scenario you have

Verify Admissions Checklist Rules (SAACHKB) Peggy Anderson Review Curriculum Rules/Program Code Definitions Peggy Anderson GOAMATCH Mary Sewell SPAIDEN Mary Sewell SAAADMS Mary Sewell SOAPCOL Mary Sewell SOAHOLD Mary Sewell SGAADVR Mary Sewell Admission Letter procedure

Test Plans

Test Plan Development

• Conducted test plan development work sessions with functional and technical support staff. —Lead by technical support staff

• Used test plans developed during our initial Banner implementation as a starting point.

• Finalized plans were vetted with system owners and documented as ready for execution.

• Student System – Business Process Analysis, testing checklists and formal test plan.

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Student Test Plan

Issues Encountered

Issues Encountered

• Luminis Middle Tier – ID/PIN/LDAP synchronization.

• LDI role assignment for targeted content delivery.

• ODS changes in fields and data types caused significant issues with existing reports.

• Form changes and additions – testing and training.

• Lack of thorough understanding of business process supported by the student system caused difficulties in test plan development.

• Touchnet Payment Gateway configuration.

• Active Directory printing.

• Pro-C Compiler support change

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Lessons Learned

Lessons Learned

• Functional and technical team collaboration is necessary for a successful upgrade.—Project planning, scheduling, test plan development and

issue resolution.

• Remain open and honest about issues and attach each issue in a pragmatic and deliberate manner.

• Plan for the worst, hope for the best.

• Be open to change in schedule if necessary for project success.

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Presentation Supplements

Presentation Supplements

• Project Documents—Banner 8.1 Project Work Breakdown Structure—Banner 8.1 Go Live Check List—Banner 8.1 INB Form Observations

• Test Plans—Test Plans and Testing Check Lists

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Questions and Answers

Thank You!TJ Rains, PMP

Associate CIO, Enterprise Systems

Emporia State University

trains@emporia.edu

Please complete the online class evaluation form

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SunGard, the SunGard logo,  the Open Digital Campus, Banner,  Luminis, and PowerCAMPUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. © 2009 SunGard. All rights reserved.

© 2010 SunGard. All rights reserved.

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