www.sungardhe.com banner document management suite david cheney sungard higher education
TRANSCRIPT
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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
