banner document management applicationxtender: meeting ... · b-f-docs banner doc type 40 ....
TRANSCRIPT
![Page 1: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/1.jpg)
Banner Document Management ApplicationXtender: Meeting Evolving NeedsRich Gegg,Assistant Director | University of Illinois March 20,201799122
![Page 2: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/2.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
The views and opinions in this presentation are those of the presenter and do not necessarily reflect the position of Ellucian.
2
Disclaimer
![Page 3: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/3.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
The University of Illinois recently reviewed its 14 yr. old system and discovered some strengths and weaknesses in its current Banner Document Management ApplicationXtender installation.
In this presentation we will share the review process, outcomes, and tools you can use to review and refine your own system to keep up with evolving user and governance needs.
3
Introduction
![Page 4: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/4.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 4
Agenda
1 Who is the University of Illinois
2 BDM-Xtender Current Use and Future Need
3 How to proceed
4 Results
5 Next Steps
![Page 5: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/5.jpg)
Who is the University of Illinois ?
![Page 6: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/6.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 6
Who is the University of Illinois
![Page 7: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/7.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 7
University of Illinois – BDM-Xtender
![Page 8: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/8.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 8
University of Illinois – BDM-Xtender
![Page 9: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/9.jpg)
Current Use and Future Need
![Page 10: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/10.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Current Document Management Service (BDM-Xtender) • Modifications needed to meet business processes• New functionality needed• New Security needed.
10
Define Problem & Scope
![Page 11: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/11.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 11
Project Plan w/dates
![Page 12: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/12.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 12
Project Plan w/dates
• Weekly status meetings• Team meetings
- Working Sessions- Status Meetings
• Time reporting and project schedule• SharePoint for collaboration and documents• Change to scope will be considered according to
process in the Charter• Issues/Risks reviewed in status meetings
![Page 13: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/13.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 13
Survey
![Page 14: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/14.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 14
Survey
![Page 15: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/15.jpg)
How to proceed?
![Page 16: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/16.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 16
Identify GAP
![Page 17: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/17.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 17
Identify GAP
![Page 18: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/18.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 18
Identify Alternatives
![Page 19: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/19.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 19
Identify Alternatives (we own)
![Page 20: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/20.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 20
Define Strengths & Weaknesses
Pro
works best as an archive system
serves it's purpose
fine for what we use it for
functional, effective
works well
meet the basic needs of its users
Cons
basic commenting tools.
lacks the granular security
leaves a lot to be desired
slow and non-intuitive
cumbersome seems very basic; more workflow options/opportunities would be beneficial.
not an overly robust system
![Page 21: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/21.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 21
Primary needs
![Page 22: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/22.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 22
![Page 23: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/23.jpg)
Results
![Page 24: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/24.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 24
Findings
![Page 25: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/25.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 25
Findings
![Page 26: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/26.jpg)
Next Steps
![Page 27: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/27.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
• Xtender is excessively flexible, create a base plan and implement that for everyone.
• Supporting, Repository or Business Initiating object• Address Retention (Life-cycle need)• Review after 30-90days, too big or too entrenched.
• Adjust as needed, only after use
27
Customization
![Page 28: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/28.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 28
Monitor
![Page 29: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/29.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 29
Integrate
![Page 30: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/30.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 30
Communicate
![Page 31: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/31.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 31
Develop Governance
![Page 32: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/32.jpg)
Operations since…
![Page 33: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/33.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
![Page 34: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/34.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
Daily• PJ-jobs (IndexImageImport.exe)• Better to have 1 file with 1000 entries than 1000 files.o 1:3 (txt, log, rej); 1000 becomes 3000 (txt, log, rej)
![Page 35: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/35.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
Daily• PJ-COMMONAPP
/U "xspollstu" /W "xxxxxxx" /A "B-S-ADMN" /S “OAR_COMMONAPP_POLLING_IMP" /P 330 /F "\\docmgt\uic\comapp\appl\image\*.txt" /C /M /I
![Page 36: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/36.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
650974665|LTRS OF REC|Gomez|1|220138|1|CATE|||2UIC|2960|20GF5150BS|||PERM|YES||@@\\docmgt\uic\comapp\appl\image\B082_2_14_2013_1SCF_9447509.pdf
653513158|AppInfo|Gonzalez|2|220138|1|HSCF|||2UIC|2680|20FR0265BA|||PERM|YES||@@\\docmgt\uic\comapp\appl\image\B083_2_14_2013_1SCF_10046586.pdf
![Page 37: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/37.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
Daily• Define Destructiono Set post-import & delete guidelines
Review & Communicate reject files (*.rej)
![Page 38: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/38.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
DailyProduction scheduler - ApplicationManger (AppWorx a.k.a. UC4)• Define Ingestiono Do not store source objects on repositoryo Limit accesso Outline capture directives - set capture rules / Check size
![Page 39: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/39.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
![Page 40: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/40.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
Weekly• Review / Correct reject file causes• Verify compliance on all guidelines• Check space allocation• Apply post-import guidelines
o zip & remove
![Page 41: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/41.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
Monthly• Communicate monthly objectives• Storage size review• Reports
![Page 42: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/42.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations
Ad-Hoc• Growth plan• Records Schedule and Records Disposition • Change Process• Create Reporting Roles
![Page 43: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/43.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Operations – Feeding the Beast
![Page 44: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/44.jpg)
MaintenanceSQL and various scripts we run
![Page 45: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/45.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
Ad-Hoco SQL scripto Reject (*.rej) reporting
• re-process• return to user
o Review User-defined Lists• look for unused• look for unexpected growth
![Page 46: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/46.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
COL RecCnt HEA '# Records Imaged' FOR A20 TRUNCCOL ImageCnt HEA '# Currently Imaged' FOR A20 TRUNCCOL ImageMonth HEA 'Image Month' FOR A20 TRUNC--CLEAR BREAKSselect substr(field10,1,7) AS PurchaseOrders, COUNT(field3) as RecCnt,sum(numobjects) as ImageCnt from otgmgr.ae_dt506
where substr(field10,1,7) > '2011-12' and substr(field10,1,7) < '2012-12‘ group by substr(field10,1,7)
unionselect 'Total',sum(RecCnt),sum(imagecnt)
from (select substr(field10,1,7), COUNT(field3) as RecCnt,sum(numobjects) as ImageCnt from otgmgr.ae_dt506
where substr(field10,1,7) > '2011-12' and substr(field10,1,7) < '2012-12'group by substr(field10,1,7) order by substr(field10,1,7)
);
![Page 47: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/47.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
PURCHASEORDERS # Records Imaged # Currently Imaged-------------- -------------------- --------------------2012-01 411 8332012-02 416 7702012-03 350 6582012-04 314 5562012-05 940 13392012-06 302 6362012-07 347 7582012-08 595 9632012-09 430 7992012-10 373 8402012-11 273 506Total 4751 865812 rows selected.
![Page 48: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/48.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
Monthly Report
![Page 49: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/49.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
Application Specification Name Fieldname Len Format REQ------------ ------------------------------ ------------------ ------ - --------------------- ---B-F-DOCS BFDOCS-IMP DOCUMENT ID 8 YesB-F-DOCS BANNER DOC TYPE 40 B-F-DOCS DOCUMENT TYPE 40 YesB-F-DOCS ROUTING STATUS 40 B-F-DOCS UREF1 30
B-H-ID HRIS_BATCH_POLLING_IMP ID 9 YesB-H-ID DOCUMENT TYPE 41 YesB-H-ID LAST NAME 60 YesB-H-ID ACTIVITY DATE 20 yyyy-mm-dd hh:mm:ss YesB-H-ID CAMPUS CODE 5 B-H-ID SUBMISSION ID 40 B-H-ID SUBMISSION DATE 20 yyyy-mm-dd hh:mm:ss YesB-H-ID DOCUMENT LABEL 40
![Page 50: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/50.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
![Page 51: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/51.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Maintenance
Ad-Hoco SQL scripto Reject (*.rej) reporting
• re-process• return to user
o Review User-defined Lists• look for unused• look for unexpected growth
![Page 52: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/52.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
• Re-Evaluate
• Adapt
• Move Forward
52
Summary
![Page 53: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/53.jpg)
Questions & answers
![Page 54: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/54.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122 54
Disclaimer
This product is meant for TEST and educational purposes only. Any resemblance to real persons, living or dead is purely coincidental. Void where prohibited. Some assembly required. List each check separately by bank number. Batteries not included. Contents may settle during shipment. Use only as directed. No other warranty expressed or implied. Postage will be paid by addressee. This is not an offer to sell securities. Apply only to affected area. May be too intense for some viewers. Do not stamp. Use other side for additional listings. For recreational use only. Do not disturb. If condition persists, consult your physician. No user-serviceable parts inside. Freshest if eaten before date on carton. Subject to change without notice. Times approximate. Simulated picture. No postage necessary if mailed in Uganda on a Tuesday. Breaking seal constitutes acceptance of agreement. For off-road use only. As seen on TV. One size fits all. Many suitcases look alike. Contains a substantial amount of non-tobacco ingredients. Colors may, in time, fade. We have sent the forms which seem to be right for you. Slippery when wet. For office use only. Edited for television. Keep cool; process promptly. Post office will not deliver without postage. List was current at time of printing. Return to sender, no forwarding order on file, unable to forward. Not responsible for direct, indirect, incidental or consequential damages resulting from any defect, error or failure to perform. At participating locations only. Not the Beatles. Void when wet. Not for Human Consumption.
![Page 55: Banner Document Management ApplicationXtender: Meeting ... · B-F-DOCS BANNER DOC TYPE 40 . B-F-DOCS DOCUMENT TYPE 40 Yes. B-F-DOCS ROUTING STATUS 40 . B-F-DOCS UREF1 30 ... your](https://reader036.vdocuments.net/reader036/viewer/2022063018/5fdd39f3e9ae512cbf597d99/html5/thumbnails/55.jpg)
© 2017 ELLUCIAN. CONFIDENTIAL & PROPRIETARY. SESSION 99122
Presenter : Rich Gegg
Presenter email: [email protected]
SESSION 99122
Thank youWe want to hear from you—feedback surveyAccess session surveys by using the survey widget on the mobile app or by logging into your session schedule builder.