wlu banner 7.x training tutorial 1 - navigation prepared by: donna grossoctober 25,2005 to progress...

WLU Banner 7.x Training

Tutorial 1 - Navigation

Prepared by: Donna Gross October 25,2005

To progress through this presentation click with your mouse on the slide.

If you want to return to the previous menu, click on the arrow in the bottom right corner of the slide.

Links are provided on each menu for each major topic

Navigation

Prepared by: Donna Gross October 25,2005

What’s New!

How To! In Banner! Or LORIS!

Help!

Select a menu item to continue

What’s New !

• New login procedure for Internet Explorer

• Windows Pop-up blocker set up required

• Data Extract – Print to database– Security set up for Windows 98/2000 and Windows XP is slightly

different and may required set up on your PC

• New User preference options available

• New form layout – Options menu is changing to tabs on forms gradually through 7.x

releases

• No functional changes have been implemented in Finance• See updated information on the IS web site http://info.wlu.ca/~wwwis/

WLU Banner 7.x Training: What’s New

How To in Banner!• 1.0 Permissions & PC Set Up

– Banner Account Request– Permissions Changes/Issues– Your PC Settings– Windows Security Settings– Yahoo Toolbar Settings– Browser – Internet Explorer

• 2.0 Login– Connecting to Banner from Internet Explorer– Installing Oracle JInitiator Software on first login– JInitiator Security Warning– Product Menu

• 3.0 Logout from Banner– Logout

• 4.0 Personal Preferences– Form Display Options– My Links– Menu Settings– Change your Password– My Banner Menu– Create or Change My Banner Menu– Add/Remove Objects for your My Banner Menu

• 5.0 Job Submission– Printing to NetWork Printer– Printing to DATABASE

• 6.0 Data Extract– Data Extract and GUAUPRF setting

• 7.0 Forms & Keyboard– Form Identifier: Every Form Has One!– Show Keys– Keyboard Quick Reference Equivalents– Tool Bar– Auto Hint & Status Bar– Options Menu– Tabbed Forms– Next Block– Previous Form

• 8.0 Query and Search– Enter, Execute, Cancel Query– Search Wildcards– Search Features ( Extended Search)– Date and Amount Queries

Banner Account Request

• Contact Information Systems• Or Go to www.wlu.ca• Select ‘Resources’• Select ‘Information Technology’• Select ‘Information Systems’• Select ‘Download’ from the menu

bar• Select ‘Banner Request Form’• Complete the form with appropriate

authorization and forward to Connie Palenik , IS

Click here to go to IS web page

WLU Banner 7.x Training: How To Banner!

http://www.wlu.ca/

• Alumni – Sean Thomas, Alumni & Development

• Finance Budget Development – Donna Gross, Finance Department

• Finance Fund/Organization – Ed Linder, Finance Department

• HR/Payroll Organization/Employee Class – Bev Wemp, Human Resources

• Student A/R Restrictions – Deb DaCosta, Business Office

• Student Records – Rob Arnold, Office of the Registrar

• Web Access (Pin) – Module Representative– Alumni Module: Sean Thomas– Finance Module: Donna Gross– HR/Payroll Module: Bev Wemp– Student Module: Rob Arnold

Changes, issues or modifications can be addressed by contacting the following:

Permissions Changes/Issues


Your PC and Settings

• PC Settings should be set to 1024 X 768 for best results with forms.

• Minimum 19” Monitor is recommended.

• Robust PC’s execute forms much better than lower end PC’s. Therefore, Pentium II or higher and 256 Mg of RAM is recommended.

Right-click on your desktop to display the menu and select Properties

and then select the Settings tab


Windows Security Settings

• Windows 2000; Windows 98; Windows ME; Windows NT– Open Internet Explorer– Under Tools, select Internet Options, then go to Security tab– If it is not already setup, select Default Level (to be Medium). – To finish, click on OK.

• Windows XP– Open Internet Explorer– Under Tools, select Pop-up Blocker, then Pop-up Blocker Settings…– In the text box under Address of Web Site to allow: type isis.wlu.ca, and then

click on Add. The web site will show up in the bottom window (Allowed sites). • Do the same for telaris.wlu.ca

– To finish, click on Close.– Under Tools, select Internet options, then Security Tab, Custom Level.– Scroll down to Downloads, and then Automatic prompting for file downloads– Select Enable, and click OK, twice.

• For other operating systems please check the documentation available on the Information Systems web site


Yahoo! Toolbar

• If you have the Yahoo Toolbar set up in Internet Explorer, you must disable the pop-up blocker there as well.


Browser – Internet Explorer

• The recommended browser is ‘Microsoft Internet Explorer’ version 6.0 or above. – To determine your

workstation’s version of Internet Explorer, start your browser, select the ‘Help’ drop down menu from the menu bar, and click on ‘About Internet Explorer’


Connecting to Banner from Internet Explorer

• Use Microsoft Internet Explorer to access Banner.

• Enter https://isis.wlu.ca in the address field on your browser– Select Internet Native Banner from

the options listed• NOTE: The first time you log in

you will be required to load the Oracle JInitiator software onto your individual workstation. – Follow the download instructions as

they appear on your screen.• Log into Banner as you normally

would using your Banner UserID and Password

Don’t forget to bookmark the page or save as a favorite

for future use


https://isis.wlu.ca/

Installing Oracle JInitiator Software on first Login

• The first time that you access Banner on your computer, you will be prompted to download the Oracle JInitiator software. This software is required for the Banner web forms to run on your computer.

– When the security warning box appears, click ‘Yes’

– Windows will automatically select the destination folder for the download.

– To complete the process, follow the download instructions and select the defaults until the process is finished.


JInitiator Security Warning

Select ‘Grant Always’


• If your login is successful the Banner Product Menu appears. This is the starting point for navigating through Banner

• Select a Product or your My Banner Menu– Select the product or menu of your

choice in the left pane– Select the form

• or - Use ‘Direct Access’ (or ‘Go To’) to go to a specific form or job if you know the seven character name.

Product Menus


Log Out

• To Log Out from Banner click on the ‘X’ on the right hand side of the Tool Bar until you have exited the system.

• A message should appear confirming that you wish to log out.

• Click on ‘OK’ if you wish to exit the system


Form Display Options

• Use the form GUAUPRF to maintain your preferences

• Select the Display Options of your choice.– To view the form names on

Menus be sure to select ‘Display Form Name on Menu’.

• To change your colour settings – Select a colour from the colour

pallet for the setting you wish to change and click on ‘Save’ (F10) to save your changes


My Links


• Select the My Links Option to set up links to other URL addresses or your choice for quick access. – Enter a User value for the

link description– Enter the link address.

• Click on ‘Save’ (F10) to save your changes


Menu Settings


• Select the Menu Settings to chane the menu which appears open when you log in. – Enter ‘*PERSONAL’ if you

want you’re My Banner Menu to appear open rather than the product menu default.

• Click on ‘Save’ (F10) to save your changes


Change Your Password

• Type the form name in the direct access box – GUAPSWD or select ‘Change Banner Password’ from ‘My Links’– Enter you Oracle Password– Enter the Database (PROD)– Enter Your new Password– Enter New Password to verify

change– Apply the Password Change

• If your password has expired, you will not be able to access Cognos


Passwords will expire

every 90 days!

Click here to check the IS web site for more

information on passwords

• You will receive a warning message each time you log in during a 5 day grace period “ORA-28002: the password will expire within x days”

• If a password is not changed within the 5 day grace period, The next time the user attempts to login to Banner, they will receive a message “ORA-28002: the password has expired” . – Click OK and a prompt to change your password will appear. – Users will not be able to get into Banner until they have changed their password.

• When password changes are made:– The password must be at least 6 characters long– The password must contain at least one letter and one number– The password cannot contain any of the punctuation marks @$&”(),<>’=#– The password cannot be the same as your Banner user name– Previous passwords cannot be reused for 3 years.


Passwords will expire

every 90 days!You have 5 days to change it!

My Banner Menu

• My Banner Menu includes the forms, jobs, menus and QuickFlows that are most important in your daily work. This menu is tied to your Oracle ID.

• Access by selecting ‘My Banner’ from the Main Menu.

• If you do not have a personal (My Banner) menu you can create one or one can be copied from another user.


Create or Change My Banner Menu

• Use the Personal Menu Form GUAPMNU to create or change your menu

• Use the pull-down list above the left pane to select the type you want to display.– Form, Job, Menu,

QuickFlow


Add/Remove Objects for your My Banner Menu

• To add Objects:– Select each object you want to

add in the left frame– You can select multiple objects– Click the ‘insert’ button in the

centre of the form– Select Save (F10) to save your

changes• To remove objects:

– Select the object in the right hand frame

– Click the ‘delete’ button– Select Save(F10) to save your

changes


Print to a Network Printer

• Enter your 7 character job name in the Direct Access field.

• This will automatically take you to the Job Submission form GJAPCTL


• Click in the Printer field and enter your ‘Network’ printer name

• Double Click on the Printer field for a list of Network Printers available

• Special Print information is specific to the job you are running.

• If you want to process the job at a later time enter a time in the submit time field (e.g. 18:30)


• Ctrl Page Down or click in the Parameter Value Field to enter the parameter values.

• Ctrl Page down • To save your parameter

values click on the Save Parameter field.

• Saved parameters are specific to the user and are not seen by other users. You can assign a name to the parameters if you choose but this is not required.

• NOTE: Dates will be saved and should be changed each time you run the job


• Click on the Save button in the Toolbar to run the job.

• If you have opted to save your parameters, Click on OK when the pop-up window appears

• Note the job number in the status bar if this is a process that cannot be reproduced

• The output should print on the Network Printer you have chosen.


Print to DATABASE

• Enter ‘DATABASE’ as your printer name.

• Enter your parameter values• Your cursor must be in the

submission block to run the report or process

• When you ‘Save’, note the process number that will display in the status bar at the bottom of the form.

• JOBNAME.123456.lis

• Select ‘Review Output’ from the Options menu to view your report or process.

– GJIREVO (Saved Output Review Form) can be accessed by entering the form name in the ‘Go’ field on the main Menu screen.

• To access output: Enter the job name in the ‘Process’ field and the job number in the ‘Number’ field.


• When your report/process has completed:– Double Click the ‘File Name’ field to review

your output. – Select the .lis file and click the ‘OK’ button. – If the output looks like the information you

expected, Select ‘Save and Print’ from the options list.

– Click on Yes to view the file in your browser.• NOTE: You can print the file from your

browser but page breaks are ignored.– To print the file - Select Save As and save as a

.txt file to a directory of your choice– Open the file in Word/WordPerfect to

display your report. • Quattro/Excel will work for some reports where

the columns are clearly identified such as FWRBDSC

• Use Courier Font size 8 and change you page setup to Landscape for best results on most reports

• You can then retain the report in a directory of your choice by renaming it and/or print it on your local printer.– Warning: The next time you run the same

process or report the last file will be overridden by the new output if you do not rename the files.


• If you use Print to DATABASE you should delete your output from the database when the file is no longer needed– Select the report that you

want to delete (including .lis and .log files)

– Select ‘Delete Output’ from the Options Menu

– Click on ‘OK’


Please clean up your files regularly

Extract Data• You can extract data from a banner form to a .csv file that

you can open in Excel or Quattro.– Query the data you need by entering a query on the form.– Once the data appears on the form

• Select Help• Select ‘Extract Data with Key’ or ‘Extract Data with no Key’

– NOTE: If the option is not available for the form the option will appear grayed out on the menu

– GUAUPRF setting for Data Extract should be ‘FILE’• A popup will appear for the gotoutp for you to save or view in Excel• If this does not appear, check the information on Windows Security for Pop-ups


Form Identifier: Every Form Has One !

Position 1 identifies the primary system:

A Advancement

F Finance

G General

N Position Control

P HR/Payroll/Personnel

S Student

T Accounts Receivable

W WLU Specific

All Banner forms, reports and jobs have the following structure


Advancement(A) Finance(F) General(G)HR/Payroll(P) Position Control(N) Student(S)

Accounts Receivable(T)

A Membership Accounts Payable Application Admissions

B Budget Development Budget

C Cost Accounting Catalog

D Designation Benefits/Deductions

E Event Management Elect Data Interchange Event management Employee Support Services

F Campaign Fixed Assets Reg’n/Fee Assessment Finance A/R

G Pledge & Gift General Ledger General Student General A/R

H Time Reporting/HistoryGrades/Academic History

I Investment Mgnt Faculty Load

J Job Submissions

L Label Letter Generation Location Mgnt

M Prospect Mgnt CAPP

O Organization Operations Overall Overall Overall Overall

P Constituent/PersonPurchasing/Procurement Purge General Person Person

R Research Accounting Electronic Approvals Recruiting Research Accounting

S Solicitor Organization Stores Inventory Security Security Schedule Student A/R

T Validation Form/Table Validation Form/Table Validation Form/Table Validation Form/Table Validation Form/Table Validation Form/Table

U Utility Utility Utility Utility Utility Utility

V Cdn Solutions Cdn Solutions Cdn Solutions Cdn Solutions Cdn Solutions Cdn Solutions

W WLU WLU WLU WLU WLU WLU

XExpected Matching Gift Archive Cross Product Tax Administration

Position 2 identifies the module:


Position 3 identifies the type:

A Application From

B Base Table

C Called/list Form

I Inquiry Form

M Maintenance Form

P Process

Q Query Form

R Repeating rules table/Report

T Temporary Table

V Validation Table

SPAIDEN – General Person Form

Position 1 = Student System

Position 2 = Person Module

Position 3 = Application Form

Position 4 –7 = (IDEN) Identification

FGIBDST– Finance Budget Status Form

Position 1 = Finance System

Position 2 = General Ledger Module

Position 3 = Inquiry Form

Position 4 –7 = (BDST) Budget Status


Show Keys

• Select Help > – Select Show Keys

• Or …• Ctrl F1

Show Keys displays the keyboard equivalent for functions allowed in the

current form, window and field.


Keyboard Quick Reference Equivalents

Function Menu Option Key Stroke Option

Cancel Query Query/Cancel Ctrl + q

Clear/Delete Record Record/Clear or Record/Remove Shift + F6

Enter Query Query/Enter F7

Execute Query Query/Execute F8

Exit File/Exit Ctrl + q

Insert Record Record/Insert F6

List Help/List F9

Next Block Block/Next Ctrl + Page Down

Next Record Record/Next Down Arrow

Previous Block Block/Previous Ctrl + Page Up

Previous Record Record/Previous Up Arrow

Print File/Print Shift + F8

Rollback File/Rollback Shift + F7

Save Fiel/Save F10

Scroll Down Record/Scroll Down Page Down

Scroll Up Record/Scroll Up Page Up

Select File/Select Shift + F3

Show Keys Help/Show Keys Ctrl + F1


Tool Bar

Select – highlight your value and bring it back to the form

field

Exit a form or menu from the

toolbar

Rollback – Return to the key Block

of the form

Enter, Execute or Cancel Query

Print Screen to your default

printer

Save

Previous/Next BlockPrevious/Next

RecordWLU Banner 7.x Training: How To Banner!

Auto Hint & Status Bar

• The Auto Hint at the bottom of the form can contain the following:

• Brief Field description• Error or processing message

such as job number• Keyboard equivalents

• The Status Line directly under the auto hint can contain one or more of the following:

• Record n/n - Shows the number of the current record followed by the number of records in the current block.

• List of Values - Indicates that the field has a list of values

• Enter Query - Indicates that the forms is in Query Mode.


Right Click in the body of a form to get the option menu

Options Menu

Options appear in the Options pull-down menu. The options will vary from form to form.

Some options take you from block to block within the current form. Others take you outside the current form to a related form.

The name of the related form is displayed if you have your personal preferences set to do so.

Some forms will have tabs available. With each release of Banner more forms should be available with tabs.


Tabbed Forms

• Some forms have tabs as an alternative to the options menu. However, at this time most do not. Future releases of Banner will bring additional tabbed forms.

• Click on the tab to move to the alternate form available with the tab.

Click on the tab


Next Block

• The Key Information Block of a form indicates the criteria for your query.

• To activate the query enter a Next Block (Ctrl Page Down) or click in the next block with your mouse.– NOTE: A straight line

across a form typically indicates that a Next Block is required


Previous Form

• To access a form which you have previously viewed in your current Banner session.– Place your cursor in the ‘Go

To’ Field on the Main menu form.

– Use the arrow key on your keyboard.

– The last 10 forms you have accessed will appear in the order used.


Enter, Execute, Cancel Query

• Enter Query (F7)- Puts the form into Query mode

• Execute Query (F8)- Searches the database and displays the first set of records that match your search criteria

• Exit or Cancel Query (Ctrl+q)- Cancels the Query and takes the form out of query mode. NOTE: If you are not in query mode, the Cancel Query button will take you out of the form.

From the Tool Bar


Search Wildcards

• You can use wildcards % and _ in the search criteria. The % represents any number of unspecified characters. The _ represents one occurrence of an unspecified character.– All entries that contain “ma” enter %ma%

– All entries that begin with “ma” enter ma%

– All entries that have “ma” as the last two characters enter %ma

– All entries that have “m” as the second character enter _m%


Search Features & List of Values

Click on the Search Button (Down Arrow) to open the Options List

In some cases, Banner provides case sensitive support to your search


Extended Search by Full or Partial ID

• Enter Full ID in the ID field and press enter. If the person/company/vendor exists in the system, the name will appear

• Or Enter Partial ID and the % wildcard and press enter.

• If one match is found the ID and name are returned to the form. If more than one match is found, the ‘ID and Name Extended Search’ window appears.

Number of Matches


Extended Search by Full or Partial Name

• Enter a Name in the Name field and press enter. If the person exists in the system, the name will appear

• Or Enter a Partial name and the % wildcard and press enter.

• If one match is found the ID and name are returned to the form. If more than one match is found, the ‘ID and Name Extended Search’ window appears. Number of Matches


Select an ID From the Matches

• Click on arrow next to the Search Results field to view a list of matches– Scroll to the desired name and

ID

– Click the desired name and ID. The name and ID are returned to the form.

• Or reduce your search criteria by entering more data– Select the radio button for Person, Non-person or Both

– Enter the criteria in the fields in the Reduce Search By window • one or all fields may be used

– Click the Reduce Search Button

– Use the Pull Down list to view Search resultsWLU Banner 7.x Training: How To Banner!

Date or Amount Queries

• You must specify all four digits for a year when you query a date field.

• Banner stores most dates with a time stamp which is not visible on a form. When you include a date in your criteria, use a < or > operator (>25-Jun-2001) or add a % to the end of the date (25-JUN-2001%) if you query on a specific date.

• Amounts can be queried using the < or > as well (<50.00) if the exact amount is not known.

• Execute the Query (F8)


How To in WLU Self Service - LORIS!

• 9.0 Web Information System (LORIS)– Accessing

– Setting or Changing PIN

– Setting or Changing Security Question

– Main Menu

– Time Out

– Log Out

In your web browser type https://telaris.wlu.ca or http://isis.wlu.ca and select Self-Service Banner from the options

Accessing the WLU Web Information System (LORIS)

•To enter the secure area of the Web Information System (LORIS)

–Enter your Employee ID

–Enter your Pin#

–Click on the Login Button

Click on ‘Forgot Pin’ if you cannot remember

your pin#

WLU Banner 7.x Training: How To LORIS!

Setting or Changing PIN

• The first time that you log into the Web Information System, you will be forced to change your PIN to a new 6 digit number and enter a Security Question

• You can change your pin at any time by accessing the Change Pin Option under Personal Information


Setting or Changing Your Security Question

• The first time that you log into the Web Information System, you will be forced to enter a security question.

• You can change your security question at any time by accessing the Change security Question Option under Personal Information

Click on the Submit Button to proceed

Your Question will be displayed here?Enter your Answer here!


LORIS Main Menu

• The options that you see on the Main Menu will differ depending upon the relationships that you have or have had with the University.

• Typically this menu will include:– Student Services – if you were ever a student– Faculty & Advisors – if you are a Faculty Advisor– Employee Services – if you are currently employed by the University– Personal Information – if you are related to the University through any of

the above– WebCT – link to WebCT Page– Finance Menu – if you have Fund/Orgn permissions to the Finance Module


Time Out in LORIS

• For security purposes, ‘Time Out’ is set at 10 minutes.

• If you have been timed out you will have to re-enter your ID and Pin.


Log Out from LORIS

• To ensure the security of your Personal and Finance Budget information, be sure to Exit your browser before leaving your computer.


Help!

• Banner Finance navigation, training, security and/or processing: Donna Gross

• Budget: Ed Linder, Wayne Steffler, Gary Lambert• Fund/Organization code permissions: Ed Linder, Wayne Steffler• Invoices or payments: Geraldine Ahrens, Judy Gruber, Sarah Wilkinson• Payroll transactions or permissions: Bev Wemp, Lolita Atienza• Phone and Fax Charges: Ellen Petillot• Physical Plant transactions: Kathy Lichti• Pin Disabled: Rob Arnold, Donna Gross, Bev Wemp• Printing Services transactions: Caroline Williamson• Purchase Orders: Pari Goharriz, Jennifer Kohli• Purchase Card transactions: Pari Goharriz

WLU Banner 7.x Training: Help!

wlu banner 7.x training tutorial 1 - navigation prepared by: donna grossoctober 25,2005 to progress...

Documents

banner menu5

banner

web pagewlu banner

settings tabwlu banner

passwordmy banner menucreate

banner menuaddremove

x trainingtutorial

menu item