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Banner Document Management Suite

David CheneySunGard Higher Education

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Introductions

Your Speaker:

David Cheney Document Management Consultant for

SunGard HE Based out of Virginia Beach, VA 10+ Years Experience with AppXtender CDIA+ Certified

Team Introductions Name, Role, How related to Banner/Xtender “Brush With Greatness”

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Slumbering Celebrity

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Brush with Greatness

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Agenda

Tuesday Kickoff/Overview Collect Sample Reports Install Software Report Processor Configuration

Wednesday Report Processor Configuration Administrator Training

Thursday Group Session to Demonstrate Progress Additional Report Processor Configuration and

Tweaking

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AppXtender Report Manager (AXRM)

Automate the Indexing of Generated

Documents

Processes PDF or ASCII

Optional Print Stream Processor for

PCL & Other Formats

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Potential Document Types

Award Letters

Decision Letters

1098Ts

POs or Invoices from Form Fusion

Salary Letters or Profiles

Gift Acknowledgements

Banner Reports from .LIS files

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End User Responsibility

Provide Report Sample Templates

Drop Reports in Designated Drop Box

Do “Nothing”

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Actions That Can Break a Report Processor

Changes to a Report Template

Changes to Data Types Within a

Report

Changes to the PDF Generator Upgrades Use of Different Tools Use of Different Version of Same Tools

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End User Work Flow

Drop Reports in Designated Drop Box

Magic Happens

Enjoy!

Report Any Proposed Changes to the

AXRM Administrator

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Administrator Responsibility

Install/Upgrade/Maintain AXRM

Write Report Processors

Test and Approve

Establish Network Drop Box

Adjust Report Processors as Needed

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Optional Advanced Features

Visual Basic Script Lookups

Form Overlay

Print Stream Processors

“On Error” Scripts

Disposition of Processed Reports

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Questions

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Thank you

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Thank you

David Cheney

Dave.Cheney@sungardhe.com