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Banner Getting Started Guide - VCU University Controller`s Office

1. A horizonal scroll bar always appears under a window pane Query Term Enter a query press F8 to execute Ctrl to cancel Record 1 1 Enter Qu ListofValu lt OSC gt You can use the horizontal scroll bar at the bottom of a wndow pane to see the remaining fields in the pane You cannot see all fields at one time Banner Release 7 4 November 2006 2 2 Getting Started Guide Confidential November 2006 Confidential 2 All About Forms What Is a Form To scroll through the fields in a window pane S S Click and drag the scroll box right or Select the Next Item function to move left to the right or the Previous Item function to move to the left OR Note The cursor skips display only fields moving only to enterable fields Click the arrow at either end of the scroll bar Dialog Boxes A dialog box is a window that appears when you must choose from two or more responses This dialog box has three possible responses You must acknowledge a dialog box before you can do anything else on the form To acknowledge a dialog box S E Click the button you want 1 Select the Next Item function to move to the button you want 2 Press Enter Alert Boxes An alert box is a window that notifies you of a condition that may impact data You can choose to receive extra alerts when accessing IDs of deceased people or for IDs that are confidential in nature Refer to chap
2. y My Institution http www sungardhe com SUNGARD HIGHER EDUCATION To use the Display Navigation Window key 1 Press the Display Navigation Window key F5 from any form 2 Enter the name of the form in the Go To field or use the Search button to search for the form name 3 Press Enter Note The Display Navigation Window key does not work in query mode Entering Information This section tells you how to enter information on Banner forms Recommendations for formatting data are included at the end of this section Banner Release 7 4 November 2006 3 10 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Entering Information Entering Information Into Validated Fields Many fields only accept codes from a defined list of values LOV Most codes and and their associated descriptions in an LOV are defined on a validation form You can access the LOV for a Code Description field by either clicking the Search button or by double clicking in the field Note If you double click a field other than Code Description that has a LOV the LOV will not open You must use the Search button or keyboard equivalent You can use the User Preferences Form GUAUPRF to change the color of Code Description fields to help you visually identify fields in which double clicking invokes an LOV Some validation forms contain more than just the valid codes and their associated descriptions For e
3. 2 Use the pull down list above the left pane to select the object type you want to display The left pane lists the objects of the selected type Banner Release 7 4 Getting Started Guide 5 1 5 Customization Customizing Banner Note You can query to reduce the object list See the instructions later in this chapter 3 In the left pane select each object you want to add to the menu by double clicking it When you select an object the name is highlighted 4 Optional Repeat steps 2 and 3 for each object type you want to add to the menu Note You can select objects from multiple object types for example a form and a menu and insert them all at one time 5 Click in the right pane where you want to place the new menu items 6 Click the Insert Selection button in the middle of the form 5 The selected objects are added to the right pane below the place you clicked 7 Optional Change the object descriptions 8 Save Banner Release 7 4 November 2006 5 2 Getting Started Guide Confidential 5 Customization Customizing Banner File Edit Options Block Item Record Query Tools Window Help BOD adan 71 Ia a a Pal TO TX aM y Banner Maintenance GUAPMNU 11 FEB 2005 03 20 PM 177 JPIERSOL s Personal Menu Select the object type bject Description you want to display 2 GEAATTD Ada ss is SS COSSSS Object Description MEE 2 GLIAPPL application Inquiry RNASLOS 2005 2006 Student
4. Count Hits Count Query Hits Down arrow key Edit Enter Query Execute Query Exit Banner Release 7 4 Getting Started Guide Exits you from an Option List List of Values Editor window or Dynamic Help without making a selection or saving information See Rollback See Save See Count Query Hits In query mode counts the number of records that match the search criteria and displays that number in the auto hint To retrieve records select the Execute Query function Also referred to as Count Hits Moves the cursor to the first enterable field in the next record moves you lower in a List of Values or moves you lower in a pull down list Down is similar to Next Record without next record logic Displays the Editor window which is used to enter or update text It is particularly useful in long data fields Puts the form into query mode so you can enter search criteria to see what information is already in the database Enter Query appears in the status line For more information see Querying Information in chapter 3 In query mode searches the database and displays all records that match your search criteria For more information see Querying Information in chapter 3 Forms and windows Exits you from the form or window Main menu Exits you from Banner Query mode Cancels the query and takes the form out of query mode Also referred to as Exit without Value November 2006 Confi
5. Unit test gen 002 Conference 350 per day C350 500 Max 4H College of Allied Healt ART Y art Find 0i w Test C Conference A100 per day PRYM Y Private Lyie Montly Rate ZIP or Postal Code 19355 ex Y Search Results e X November 2006 Confidential Double click this field or choose the Search button This LOV appears Go to the code you want and double click it November 2006 Confidential 3 Getting Around Banner Entering Information To display the entire LOV for a field with an LOV l Double click the Code field or click the Search button Note If you are on a form that was called from a field on another form press the Ctrl key before you double click Double clicking by itself selects a value rather than displays an LOV 2 Ifmore than one form or window is associated with the field an Option d List appears Click the option that displays the LOV Otherwise the LOV appears automatically 3 Scroll if necessary to the desired value in the LOV 4 Double click the value The LOV closes and the selected value is returned to the Code field f Event A0017 Arts Review Committee Find Code Description Activity Date Event Details aal Fee Assessment Test Campus 1 190 MAR 2004 10 Campus 10 19 MAR 2004 Description Arts Review Comr 100 Campus 190 19 49 2004 ACommittee or 12 Two charadcter code 19 MAR 2004 System H lHumanR 123 Three ch racte
6. Press Enter Note If there is no wildcard the search looks for an exact match e If one match is found the code and description are returned and this p rocedure ends e Ifmore than one match is found the Search Results window appears with all matches Continue with step 3 e Ifno matches are found the auto hint displays an error message Return to step 1 to enter another code or description Scroll if necessary to the desired value in the Search Results window Double click the value or press Enter The window closes and the selected value is returned to the code field File Edit Options Block Item Record Query Tools Window Help aca adan PP BSE A Ia AA IZA IIS 1O lx a Building Definition SLABLDG Enter a partial code Be sure to include the Oracle wildcard Press Enter This window appears if more than one match is found Go to the code you want and double click it 3 12 Building Building Definition Campus Site Capacity College Department Partition Room Rate Phone Rate Street Line 1 Street Line 2 Street Line 3 City 123 testers Anon Malvern State or Province PA County Code Phone 00i Pennsy ania Key Number Banner Release 7 4 Getting Started Guide BIOL Biology Building Find Conference Desc Code Conference 100 per day C100 nd B Blacksburg Conference 200 per day c200 002
7. gt Business Rule Builder Procedures Multi Institution Functionality MIF Proc gt Basic Person Procedures The Common Matching Process The Algorithm gt Setup for Protecting Sensitive Data SA i slidatinn Forme Banner Help Center Seneral Procedures Population Selection Procedures Copying a Population Selection Copying a Population Selection You can copy the rules in an existing population selection to create a new population selection You can change the application and selection ID Your ID becomes the creator ID 4 copied population selection can be changed as needed 1 Access the Population Selection Definition Rules Form GLRSLCT 2 Enter the application associated with the population selection you want to copy in the Application field 3 Enter the population selection you want to copy in the Selection ID field You can select the down arrow icon to access the Population Selection Inquiry Form GLISLCT to search for a population selection 0 Trusted sites Banner Release 7 4 Getting Started Guide November 2006 Confidential 4 Features of Banner Using Help Searching for Topics The Search tab allows you to search for topics within the help system You can also use your browser s search on page feature to find specific text on a help page Searching with the Search tab 3 ZIP Postal Code Validation Form GTYZIP
8. Access an Identification Form IDEN Enter the ID of the non person Go to the next block Go to the Address tab Enter the Type code for the new address Enter the street address portion of the address in the Address fields The first field is required The remaining fields of the address are optional Enter the City required State or Province and ZIP or Postal Code portion of the address OR Search to select a City ZIP or Postal Code and State or Province from the ZIP or Postal Code Validation Form GTVZIPC Note If the city and state are both blank and a ZIP or postal code is entered the city and state will default into those fields from GTVZIPC Enter the Nation Code portion of the address Note You must enter either the State Province code or the Nation code Enter the area code basic number and the extension in the Phone fields Enter the Telephone Type Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Querying Information Note Telephone types are associated with address types on the Address Type Code Validation Form STVATYP The telephone type associated with the address type defaults but can be overwritten 11 Save Note Telephone numbers entered on the address tab are automatically associated with an address To add a primary number to an existing address l Access an Identification Form IDEN 2 Enter
9. GUAPMNU 2 Select the menu in the right pane by double clicking it 3 Performa Next Block function Contents of the menu appear in a new window 4 Use the normal techniques to add to change and delete from the menu 5 Save a My Banner Maintenance GUAPMNU JPIERSOL s Personal Menu Type FORM 2 Object Description TS41098 1098 T Tax Information FTMITYP 1099 Income Type Code Maintenance Foa1099 oss men Magnetic Tape Transmitter D PX41099 1099 R RNAOVOL 2000 2001 Applicant Override RNRGLOL 2000 2001 INAS Global Policy Options Rt GUAABOT saae STVACCL GLIAPPL Description Attendance Academic History Process Control about SCT Banner Academic Calendar Rule Query academic Calendar Type Validation Application Inquiry la Y Select the menu Perform a Next Block function ta My Banner Maintenance GUAPMNU JPIERSOL s Personal Menu Academic History Process Control Type El Object Description Object Description Object re Description Frsaiose 1098 T Tax Information SHAGRDE Grade Code Maintenance ss FTMITYP 1099 Income Type Code Maintenance SHAGRDS Grade Substitution Maintenance Faaio99 1099 Reporting SHAACST Academic Standing Rules Contents of the menu Foa1099 1099 MISC Magnetic Tape Transmitter D SHAGCOL Grade Mailer Status Error Correction appear in a new window PXA1O99 1099 R SHARPTR Repeat
10. General Job Submission Population Selection Letter Generation General International Manageme System Functions A4dministration Event Management General Web Management General Voice Response Manage gt Banner XtenderSolutions BXS Findid Requirements Linkimc BXS Student Requirements Linki BXS Student Requirements Linki BXS Application Validation Form BXS Document Type Validation F BXS Context Determination Forn BxXS System Settings Form BXS Error Result Form E Business Processes Manage the Enterprise Matriculate to Educate Forecast to Enroll Plan to Fund Banner Broadcast Messages If you select a menu from the site map the main menu appears displaying the menu you selected with one level expanded If you select a form a process or a QuickFlow 1t will be displayed Tabs Certain forms feature a tabbed interface Tabs are used to arrange information in a meaningful way and allow you to navigate easily between groups or blocks of information Tab titles reflect the contents of a particular wndow or grouping of information For tabbed forms that contain wndows of parent child information the main parent tab appears in the top row The dependent child information appears on tabs lower on the window and below the top level tab to which the information is related November 2006 Confidential Banner Release 7 4 Getting Started Guide To navigate between tabbed windows Click the tab
11. N a 1 i J l Title Bar Display Options Object apasero Advancement Individual Summary ADADESG Designation AMAINFO advancement Prospect Information accros Pledge List aGCGIFT APAIDEN laPacoNs AOAORGN T Im e q AMAINFO Advancement Prospect Information laccpLoG redes lascoirt Ri ss SsS APAIDEN advancement Identification lapacons Advancement Individual Information AOAORGN advancement Organization Header m Description Gift List advancement Identification Advancement Individual Information advancement Organization Header You can choose to display any or all of the following in title bars November 2006 Confidential Form names Release numbers Database instances Banner Release 7 4 Getting Started Guide 5 11 5 Customization Customizing Banner 5 12 To select information for your title bars Access the General User Preferences Maintenance Form GUAUPRE Click the Form Display Options button Select or clear the display options depending on the information you want to see on your form title bars Select the OK button A dialog box says you must exit and restart Banner to see the changes Select the OK button in the dialog box Exit Banner Restart Banner to see your changes Displayed Form Names You can choose whether form names are displayed in the following places Options pull down menu Left pane of menu mainte
12. faccre aGCGIFT APAIDEN APACONS AOAORGN Description Advancement Individual Summary Designation advancement Prospect Information Gift List advancement Identification Advancement Individual Information advancement Organization Header User CNORRIS v RNRGLOZ 2001 2002 INAS Global Pol AMI A list of user IDs appears in the left BANCOMPILE If you want to reduce the list of IDs enter search characters and press Enter Select each user ID to receive the copied menu Click this button Search User Name ALUMNI_TRACE ALUMNI_USER 222 pane LuwesztRace AMACDONA ANONYMOUS APITCHAL o o s APOLISKI D4 APPWORX 5 AQ AQADM 1 AQUSER 317 AROLLAG fal ARSYS_TRACE ARSYS_USER 216 lasoroka e2 N lc E HE o 6 sl pura o TT a a 19 TT Object 5 Customization Customizing Banner Select the My Banner you want to copy Contents of the My Banner appear in the right pane Add to change and delete from the menu if necessary before copying Click this button Description APASBIO advancement Individual Summary ADADESG Designation User CNORRIS v User Name RALLoo 129 RHENNESS 3 RKEVITCH la RKUMAR 1 RMAHIMAI ROMOYER RPEREZ 205 RROBINSO RROTHERM RRULLO RVENKATE RWISSERT RZELLEFR mm Search R User ID o H TH E E
13. 2002 Avoid Special Characters In general you should avoid using special characters in text fields Characters such as the hyphen slash asterisk and plus sign may cause confusion for example because they can also represent mathematical instructions The pound sign as noted earlier is a formatting character in Letter Generation output To avoid problems with Letter Generation do not enter a pound sign in addresses Special characters won t always cause immediate problems but they represent a potential source of complications when Banner interoperates with other systems The following characters should generally be avoided in text fields the pound sign the slash e the plus the hyphen the ampersand amp the at sign except in e mail addresses e the dollar sign the exclamation point the comma the asterisk e the percent sign If you must use a special character use it without any spaces before or after it Valid Separated Divorced Invalid Separated Divorced Banner Release 7 4 November 2006 Getting Started Guide Confidential Querying Information 3 Getting Around Banner Querying Information Querying is the process of looking to see what information is already entered in the Banner database You can use inquiry forms query forms and most application forms to perform queries Some forms automatically open i
14. 2006 3 22 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Entering Information 4 Select the Search Using Sounds Like option from the Option menu or navigation frame or select the Next Block function The Soundex Search window appears 5 Enter a string of characters for the last name you want to find You can use upper lower or mixed case You can enter as much or as little of the name as you know As long as the first letter is correct the search will retrieve names with a similar pattern of characters 6 Optional Enter a string of characters for the first name you want to find 7 Select the Execute Query function The search form shows all IDs that have a matching pattern of characters 8 Scroll to the desired ID 9 Double click the desired ID The ID and name are returned to the calling form Inserting New Records Many forms contain multiple records that appear as rows For example an ID might have multiple address records billing home and emergency contact You must be careful when you insert a new record e Once you start entering information for a new record you must enter all required fields If you change your mind you must use Clear Record or Remove Record to exit You cannot click out of a required field e Sometimes you must save or delete a record before you can continue The auto hint identifies these situations To insert a new record 1
15. Exit November 2006 Banner Release 7 4 Confidential Getting Started Guide 2 25 2 All About Forms Parts of a Form Links on the Main Menu In addition to the toolbar buttons several links are available from the main menu Information about using these links is located in chapter 3 Getting Around Banner Help Center Object search Site Map Refresh Menu tree Products is Go To Welcome JSOL Products gt menu Site Map Help Center o To field Welcome message Title Bar The title bar shows the following information e Descriptive form name e Form name seven or eight characters e Release number e Database name from the Installation Control Form GUAINST Individual users can remove any of this information except the descriptive form name See Title Bar Display Options in chapter 5 form description form name de name release number Blocks A block is a section of a form or window that contains related information Ifa form or wndow contains more than one block each block except the key block may be enclosed in a beveled box Banner Release 7 4 November 2006 2 26 Getting Started Guide Confidential 2 All About Forms Parts of a Form 5 Oracle Developer Forms Runtime Web 0 x File Edit Options Block Item Record Query Tools Window Help BOB AAR PP BBs Idac AIRRA TAII SIDIK key block Object RECR_MAIR y Description Recruit Major Press NEXT BLOCK to e
16. Searching with the Index tab 3 Defining New Reports and Processes to Job Submission Microsoft Internet Explorer File Edit View Favorites Tools Help Bak O y x a FA JO Seach 52 Favorites al 2 tee a J a a 3 Index GuHIIJLMNOPQR Symbols Banner Help Center ABC E F s TU Y Y WZ General Procedures Job Submission Procedures Defining New Reports and Processes Job Submission Data Display Mask Columns Data Dictionary Data Display Mask Columns Form GORDMCL Data Display Mask Rules Form GORDMSK data extract dates format masks Day of Week Validation Form STVDAYS Default Parameter Value Validation Form GJ4PL defining a new bank code defining new processes new reports Defining New Reports and Processes to Job Submission 1 Use the Process Maintenance Form GJAJOBS to define the characteristics of the report or process Note If the code for the process is not written in RPT or variable with a first variable type Pro C you may need to modify the gjajobs procedure variables gjajobs shl or gjajobs com to submit jobs from the Degree Code Validation Form STVDEGC Process Submission Control Form GJAPCTL deleting Visa records Department Code Validation Form STVDEPT Departmental Honors Code Validation Form STA 2 Use the Parameter Definitions Form GJAPDEF to define the Desktop Tools Add In Application Form GOAD character
17. Sl oO ul y EEES 5 elas 2 lt Q sojo ct lt lt Reserved Intntl UK Location Management N Endowment Management lt O Operations Reserved Can Solution Ctr P Purchasing Procurement Accounts Receivable T Finance Accounts Receivabl R Research Accounting mm O iR O a T O A z O ee ar O m Y O S Stores Inventory T Validation form table U Utility V Reserved Can Solution Ctr X Archive Purge Information Access Kiosk I R Financial Aid S Student Z lt a gt cj lt em 25 HE eh eles Oo 5 ie Om oO Receivabl AO oO 9 2 ale gt QO O O E 73 Research Accounting Validation form table N Student Accounts Receivabl Validation form table 9 Reserved Can Solution Ctr XtenderSolutions E T Validation form table X XtenderSolutions O z T N T O A gt i E 3 i a lt E O ev eis E Reserved Can Solution Ctr All Products z a a gt eserved for client forms or modules used within a Banner application Y character in position 1 does not equal W Y or Z Z November 2006 Banner Release 7 4 Confidential Getting Started Guide 1 N 1 Overview Naming Conventions vemiesine Advamcement Financia Position Control IN gt identifies the Advancement A Financial Aid R Position Control N wype of form A Application form A Application form A Application
18. The List Tab Pages key F2 displays a list of other tabbed windows on the form Use the mouse to select a different tab from the list For forms that have tabs within a tabbed window navigation is based on the location of the cursor when List Tab Pages is selected 3 Getting Around Banner Control Tab moves forward and Control Shift Tab moves backward through the tabs on a form Control Page Up moves forward and Control Page Down moves backward through the tabs The List Tab Pages key F2 displays a list of other tabbed windows on the form Use the up and down arrow keys to select a different tab from the list For forms that have tabs within a tabbed window navigation is based on the location of the cursor when List Tab Pages is selected Options Menu You can use the Options menu in the menu bar to navigate within Banner Options in the menu depend on where the cursor is currently located Some options take you to other blocks and windows within the current form Other options take you outside the current form to other related forms The Options menu optionally displays the form name associated with each option that takes you outside the current form You can set up this option on the General User Preferences Maintenance Form GUAUPRF See Displayed Form Names in chapter 5 Banner is delivered with standard navigation options The system administrator at your institution can use the Options Maintenance Form GUAOPTM
19. Xtender Solutions as well as options to submit or release a Workflow Refer to the documentation for Banner Xtender Solutions or Workflow for more information about these options Banner xtendersSolutions Banner Xtender Workflow a Solutions Workflow Help Menu Puts the form into query mode so you can enter search criteria to see what information is already in the database Searches the database and displays the first set of records that match your search criteria This pull down menu contains various help tools November 2006 Confidential Banner Release 7 4 Getting Started Guide 2 21 2 All About Forms Parts of a Form 2 22 Online Help Dynamic Help Query Dynamic Help Edit Help Item Properties Show Keys List Display Error Display ID Image Calendar Calculator Extract Data with Key Extract Data No Key Technical Support Displays online information for the current form See Online Help in chapter 4 Displays the Dynamic Help Form GUAHELP in query mode which is used to display traditional help for a field block or form See Dynamic Help in chapter 4 Displays the Dynamic Help Form GUAHELP in edit mode which is used to edit traditional help for a field block or form Use this feature to maintain custom information at your institution See Dynamic Help in chapter 4 Displays the Oracle item properties wndow for the current field See Help Item Pr
20. countries Third party names and marks referenced herein are trademarks or registered trademarks of their respective owners Getting Started Guide Banner Preface PURPOSE AUISNCOS beds ida aa AAA a oe Se we ee y vii Howto Use Ths Manual 6 4d ERASE AE vii Related Documentation es Ls e be 2 A a A a EES viii SunGard Higher Education Documentation File Naming Conventions viii SunGard Higher Education Documentation Distribution 2 Ix Electronic Documents ON CO w dba ica eA a de ee amp oath ax IX Online Documentation with the System 004 Ix Typographical Conventions Used in this Documentation X alles p a e ets das AAA O e X Bola aeea e a Oe ey Gs ee eee eee a A a xi MONOSPICS amp oh sa TE IEA ADA ADA XI How to Contact SunGard Higher Education o xii Documentation Ordering Information ooa a xii ACUONEIME gt E EVA E io e a Gee e A et eg E r xii Customer Support Center a edo e a A a Pow ie ee a n X11 SunGard Higher Education Education Centers 2 00000 2a xiv Consulting Modification Services 2 e XIV 1 Overview NOCIONES a a iaa ra a ee ep 1 1 SARME Dane saya ante ae e Be he we A ADA a 1 1 Using the Mouse and Keyboard 2 aw ao YS wee Aa eRe a eee od 1 3 Keyboard Equivalents wap AE Rhy a ee eh tes eo ae A ede 1 3 Quick REGENCE CNA td seo a in DR a ee Bethe ee 1 4 Naming Conv
21. each one Click in the right pane where you want to place the new menu items Then click the Insert Selection button in the middle of the form gt 8 Save Banner Release 7 4 Getting Started Guide 5 5 5 Customization Customizing Banner JPIERSOL s Personal Menu Select the object type you want to query Fyre Form 2 Object Description Yol Place the cursor ccc in the left pane O Select Enter Query pp gt cr a Enter the search criteria TT Je aS a Y Select Execute Query E Object Description GEAATTD attendance z GLIAPPL Application Inquiry IPIERSOL s Personal Menu The form displays all Tre FoR J matching objects Object Description GXADIRD Direct Deposit Recipient GXATPID EDI Trading Partner Identification S ES To select individual objects gt Select the objects click in the right pane and click this 7 button 7p ia A ih Ss To select all objects m 20 or less E Click in the right pane and click this button Object Description GEAATTD Attendance GLIAPPL application Inquiry l Object Description attendance 2 GXADIRD Direct Deposit Recipient GXATPID EDI Trading Partner Identification GLIAPPL Application Inquiry MS Y ee Objects appear on your My Banner IS y menu ON ee Ree Eo Cd bd el A A A Banner Release 7 4 No
22. form a a eS S ar table Called istom Y _InquiryTorm _ Batch COBOL process FT Inquiry fora P Proces repon T_Inquity form R Rule table Repeating rules table R Rule table Report Repeating table V Validation form Report process View V Validation form table V Validation form table View nance RARO Stem Application form A Application form A Application Tor B Base ab Attn form Batch COBOL proce CMT Naintenance form T Tnguiry orm E Process FQ Query form Online COBOL process Q Query forms R Rule table R Rule table Repeating table R Rule table form Repeating table Report process Repeating table Report process V Validation form table Report process V Validation form table View T General maintenance View Accounts Receivable T Temporary table Information Access Kiosk I A Application form V Validation form table R Report I Inquiry form View XienderSolutons Q Query form A Application form Y Validation form table V Validation form table Positions 4 5 6 and 7 uniquely identify the form report job or table Examples GUAIDEN GJRRPTS GTVZIPC G Genera i GO Genera G General U Utility J Job Submission T Validation form table A Application R Report V Validation form table IDEN Identification RPTS Report and Parameter ZIPC ZIP Postal Code Information Note The system identifier in position 1 can be one or two characters long If the identifier is one character long t
23. format Year numbers 00 through 49 are converted to 2000 through 2049 Year numbers 50 and above default to 1950 through 1999 You can override the century default Follow these general recommendations when you enter dates e Always enter two digits for the day and month For example enter 01 for January not 1 e Ifyou enter only part of the date the rest of the current date is the default e You can enter a date without separators no spaces or you can use a dash or slash as separators Tip You can enter any single non numeric character into the Date field and Banner oo 99 66 gt will automatically convert it to today s date For example if you enter a or g and go to the next field Banner will enter today s date as the default Banner Release 7 4 Getting Started Guide 3 25 3 Getting Around Banner Entering Information 3 26 Dates in Job Submission Use the DD MON YYYY or DD MON YY format to enter date parameters for reports and processes run with the Process Submission Control Form GJAPCTL Dates in Reports and Process Output Some but not all reports include the century with the year in their output Dates in Query Mode Specify all four digits for a year when you query on a date field For example enter 26 JUN 2002 not 26 JUN 02 If you omit the century zeros are entered for the century In this example if you enter 26 JUN 02 Banner expands the date to 26 JUNE 0002 not 26 JUN
24. have any data to enter on a form exit the form If the message DO YOU WANT TO QUIT appears answer Y The message depends on the form 7 Ifyou are finished with the QuickFlow exit the GUAQFLW Form OR If you want to execute the QuickFlow again return to step 3 Banner Release 7 4 Getting Started Guide 3 9 3 Getting Around Banner Entering Information Last 10 Forms in the File Pull Down Menu You can quickly re access a form that was previously opened in the current session The bottom of the File pull down menu lists the last forms up to ten you used in this session You can re access any form in the list Note The only forms that never appear in this list are the QuickFlow Form GUAQFLW Direct Access Form GUAPARM and Object Search Form GUIOBJS To access a form from the File pull down menu 1 Access the File pull down menu 2 Select the form name from the list at the bottom of the pull down menu Display Navigation Window Key The Display Navigation Window key displays a navigation window on the top of your screen that allows you to enter the name of a form and then navigate to it Usually this key is F5 but your institution may use a different key The navigation mini window also contains the My Institution link that appears on the main menu To exit the navigation window press F5 or equivalent at your site again or perform a Next Block or Previous Block function powered by Go To
25. inserting 4 16 pasting 4 17 replacing 4 16 4 18 searching 4 17 selecting 4 16 time stamp 3 41 title bar contents of 2 26 customizing 5 12 toolbar accessing 2 25 description of 2 24 horizontal 2 25 Tools menu 2 21 types of forms 2 4 typographical conventions used in this manual x U Up function 2 40 user ID 1 1 username 1 1 Banner Release 7 4 Getting Started Guide l 5 Index V validation forms use of 2 9 3 11 vertical scroll bar 2 34 W wildcards 3 30 window pane 2 2 windows alert box 2 3 definition of 2 1 dialog box 2 3 pane 2 2 wizard forms 2 14 Z ZIP code format of 3 25 Banner Release 7 4 Getting Started Guide November 2006 Confidential
26. it using the Object Search Form GUIOBJS 4 Save your changes My Links You can create a link from the main menu to a web site or Banner object using Personal Links Make sure you do not have pop ups blocked with any third party software Pop up blockers can interfere with the performance of your personal links To create a link l Go to the General User Preferences Maintenance Form GUAUPRF 2 Choose the My Links tab 3 Enter a description of your link in the User Value field associated with the first personal link description 4 Enter the URL or Banner object name in the User Value field associated with the first personal link URL or Banner object November 2006 Banner Release 7 4 Confidential Getting Started Guide 5 13 5 Customization Customizing Banner 5 Save You must exit Banner and log back in to see your changes Note You can create up to six personal links Each personal link is comprised of two records the description and the URL object Make sure the description record matches the corresponding URL or Banner object record The following example illustrates a personal link for a weather web site Held Name Name of Your Link URL or Banner object Description Enter the description for the Enter the URL or Banner My Personal Link 1 link object for the My Personal Link 1 link Default Value Your first personal link Your first personal link URL or description Banner object User Value My weathe
27. person s Name field entry have been entered on the Current Identification tab Go to the Address tab Enter the Type code for a new address OR Select an address to be modified from the group of addresses previously entered for the person Enter the street address portion of the address in the Address fields The first field is required The remaining fields of the address are optional Enter the City required State or Province and ZIP or Postal Code portion of the address OR Search to select a City ZIP or Postal Code and State or Province from the ZIP or Postal Code Validation Form GTVZIPC Note If the city and state are both blank and a ZIP or postal code is entered the city and state will default into those fields from GTVZIPC Enter the Nation code portion of the address Note You must enter either the State Province code or the Nation code Banner Release 7 4 Getting Started Guide 3 37 3 Getting Around Banner Querying Information 10 11 12 13 14 If you do not want to create bar codes for the address go to step 13 OR If you want to create bar codes for the addresses go to step 10 Select the ZIP PC field and open the Delivery Information window Enter all available delivery information Return to the Address tab Optional Enter the Telephone number associated with the address Save To enter a primary telephone number with a new address 1 8 9 10 3 38
28. the ID of the non person 3 Goto the next block 4 Goto the Address tab 5 In the Address tab select the address that is associated with the telephone number 6 Enter the area code basic number and the extension in the Phone fields 7 Enter the Telephone Type Note Telephone types are associated with address types on the Address Type Code Validation Form STVATYP The telephone type associated with the address type defaults but can be overwritten 8 Save To update an organization s and a person s name or ID l Access an Identification Form IDEN 2 Go to the Current Identification tab 3 Enter the new data over the existing data 4 Save 5 Go to the next block Alternate Identification tab to see the changes Note For updated IDs the ID appears in the Change field For updated names the name appears in the Change field 6 Select Next Record to view alternate names or IDs Banner Release 7 4 Getting Started Guide 3 39 3 Getting Around Banner Querying Information 3 40 To delete an organization s and person s alternate name or ID 1 Access an Identification Form IDEN 2 Select Next Record until the desired name or ID appears 3 Select Remove Record 4 Save Note The record is no longer displayed and it no longer exists on either the Person Search Form SOAIDEN or the Non Person Search Form SOACOMP To determine who entered the current name ID of a non person and the form
29. the existing text To copy text and save it on the clipboard 1 Select the text you want to copy 2 Select the Copy function The text remains in its current location and is copied into an invisible clipboard Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 4 Features of Banner Using the Editor To cut text and save it on the clipboard 1 Select the text you want to cut 2 Select the Cut function The text is deleted from its current location and is copied into an invisible clipboard To paste text from the clipboard 1 Place the cursor where you want to paste text 2 Select the Paste function Text from the clipboard is inserted To delete text 1 Select the text you want to delete 2 Press Delete To search for text 1 Expand the data field A freeform window appears 2 Select the Search button The Search Replace window appears 3 Enter the search string in the Search for field 4 Select the Search button The window displays the area that contains the first occurrence of the search string 5 Respond to the dialog boxes if displayed to continue the search 6 Select the Cancel button on the Search Replace window 7 Select the OK button on the freeform window 8 Select the Save function on the main window A dialog box appears 9 Press Enter Banner Release 7 4 Getting Started Guide 4 17 4 Features of Banner Banner Messaging Banner
30. to Display Properties gt Settings gt Advanced and choose a Custom DPI setting of 95 DPI which is 99 of the normal size e On the workstation leave the display properties as Windows XP style but go to Display Properties gt Settings gt Advanced select the Active Title Bar item from the Item pull down list and enter a value of 18 in the corresponding Size field Enter a value of 8 in the Size field for the font e Use the Windows XP style on the workstation but have your site administrator establish a Banner URL configuration that sets the client DPI value to 95 This method eliminates the need for users to change their individual workstation settings Banner Release 7 4 November 2006 Getting Started Guide Confidential Chapter 6 6 Tips and Tricks Tips and Tricks November 2006 Confidential This section contains some of SunGard Higher Education consultants favorite tips for using Banner and teaching new users about it A few of the tips that appear in this chapter are also described in more detail elsewhere in the handbook Shortcuts for Entering Information Topic System date Dates within the current month Dates within the current year Populating records on forms Tip Trick In most date fields entering a single non numeric character followed by Enter or Tab will display the current date It s easy to remember T for Today or S for System Date Even special characters work for this shortcut
31. to change and add navigation options for your institution Only those staff members with appropriate security can perform this task Note Only the first 24 options defined on GUAOPTM will appear in the Options pull down menu Banner Release 7 4 Getting Started Guide 3 5 November 2006 Confidential 3 Getting Around Banner 3 6 To select an option in the Options menu 1 Click the Options menu Navigation options appear 2 Click the desired navigation option 2 Option Window Press the Alt key The cursor moves to the menu bar Use the right arrow key to highlight the Options menu Then press Enter OR Press the letter O on your keyboard Navigation options appear Use the up and down arrow keys to highlight the desired navigation option Then press Enter OR Press the underlined letter for the desired navigation option Note Ifthe Options menu contains multiple menu items that begin with the same letter you must use the up and down arrow keys to select the desired menu item When you right click anywhere on a form except from within a field the pop up Option window appears It contains different options related to the form such as functions you can perform and navigation options You can also choose to add the form to your personal menu Note To see the form that you just added to your personal menu via the Option window you must first refresh the menu by either clicking the
32. user s Oracle user ID e Products Menu This menu organizes menus forms jobs and QuickFlows by the following Banner products Student Advancement Finance Human Resources Financial Aid General and Banner XtenderSolutions The main menu is delivered with the Products Menu expanded During installation your system administrator can establish another menu as the default expanded menu Individual users can override the institution default and establish a personal default for the menu that is expanded on the main menu See the Banner General Technical Reference Manual for instructions on setting the institution default See To Specify the Default Expanded Menu in chapter 5 for instructions on setting a personal default Customizing Menus You can use the following forms to customize menus for your entire institution or individual users Menu Maintenance Lets you create custom menus for your institution See Form GUTGMNU Customizing Menus in chapter 5 My Banner Lets you create a My Banner for an individual user See Maintenance Form My Banner in chapter 5 GUAPMNU My Banner Copy Form Lets you copy a My Banner from one user to other users GUTPMNU See My Banner in chapter 5 November 2006 Banner Release 7 4 Confidential Getting Started Guide 2 7 2 All About Forms Types of Forms Application Forms Application forms are used to enter update and query information in Banner This is the most common type
33. window Use these steps when you search by ID or name and multiple matches are displayed on the ID and Name Extended Search window 1 Select the Person Non Person or Both radio button in the Reduce Search By block to identify the kind of IDs you want to search The field next to the Search Results field shows the number of matches 2 Enter your search criteria in the fields in the Reduce Search By block 3 Click the Search button or select Execute Query The field next to the Search Results field shows the number of matches 4 Optional Repeat steps 2 and 3 to further reduce your search To access a search form from the ID and Name Extended Search window Use these steps when you search by ID or name and multiple matches are displayed on the ID and Name Extended Search window 1 Click the Person Search Detail button or the Non Person Search Detail button The associated search form appears with IDs that match your original search criteria Your original search criteria appear at the top of the form Example If Smith J is your original search criteria and you select the Person Search Detail button the search form shows all person IDs with the last name Smith and first names that start with J 2 To select an ID skip to step 8 OR To reduce your search further go to step 3 3 Select the Enter Query function A dialog box appears 4 To extend the current search select the Extend Your Current Query butt
34. 0 G 0 B 0 Bold Bold indicates a field label For example Reason Example Field Label The Employer Name field is really an Edit box like the comment fields Monospace Monospace type identifies computer terms code or related items that should stand out Reason Example Computer Terms Whenever either GORSEVS_USA_CITY or GORSEVS_NONUSA_CITY contained a city name that was longer than 16 characters and GORSEVS_SVTS_CODE contained C an additional record was created even though nothing had been changed Code Execute the following statements set serverout on call dbms_java set_output 20000 begin gb_messaging p_register_entity CREATE_H ELLO_WORLD gb_messaging CREATE_OPERATION gb_messaging p_add_parameter MESSAGE Hello Banner World gb_messaging p_publish end Related Items URL http www sungardhe com Education index html November 2006 Banner Release 7 4 Confidential Getting Started Guide xi Preface How to Contact SunGard Higher Education How to Contact SunGard Higher Education xii Documentation Ordering Information You may order a Banner documentation CD by mail by telephone by FAX by ActionLine by Customer Support Center or by e mail Use the address and phone numbers listed below Address SunGard Higher Education Distribution Services SunGard Higher Education 4 Country View Road Malvern PA 19355 Telephone 800 522 4827 option 5 Distribution Services is staffed
35. 18 searching for names 3 19 selecting an ID 3 19 identification number See ID In Process button 2 30 inquiry forms 2 13 item 2 34 Item menu 2 19 Job Submission dates 3 26 Job Submission forms Saved Output Review Form GJIREVO 3 42 jobs naming conventions 1 6 K key block 2 27 keyboard usage 1 3 3 8 Keys list 1 3 2 40 4 15 Last Criteria function 3 27 links main menu links 2 26 List function 2 39 List of Values defining 3 11 displaying 3 13 drill down search 3 15 refining a search 3 14 selecting Dynamic Help 4 9 use of 2 9 3 11 Local Dynamic Help 4 7 LOV See List of Values M main menu accessing 1 1 changing Banner colors 5 15 changing Banner password 5 14 Banner Release 7 4 Getting Started Guide l 3 Index customizing 5 13 description of 2 5 format of 2 5 left pane 3 2 My Banner 2 7 navigation 3 2 right pane 3 2 main window definition of 2 1 Maintenance button 2 30 menu bar 2 15 menus accessing a main menu item 3 2 accessing a menu bar item 2 16 Block menu 2 19 customizing 2 7 5 1 Edit menu 2 18 expanding 3 2 File menu 2 16 Help menu 2 21 Item menu 2 19 menu bar 2 15 Options menu 2 18 3 5 5 12 Query menu 2 20 Record menu 2 20 Tools menu 2 21 messages 4 18 mouse usage 1 3 3 8 My Banner adding objects 5 1 5 4 copying 5 9 deleting objects 5 7 5 8 description of 2 7 lower level menus 5 9 querying objects 5 5 reordering objects 5 8 My Banner Maintenance and Copy Form GUTPM
36. 9 MISC Magnetic Tape Transmitter D Pxa1099 1099 R pTv1099 1099 R Distribution Code Validation RNAOVOL 2000 2001 Applicant Override a RNRGLO1 2000 2001 INAS Global Policy Options Rv El RNANADL 2000 2001 Need Analysis bo RNAVROL 2000 2001 Need Analysis Document Weri K RNAPRO1 2000 2001 Need Analysis Processing RNASLO1 2000 2001 Student Loan Data RNASUO1 2000 2001 Supplemental Need Analysis RNRGLOZ 2001 2002 INAS Global Policy Options RL RIMS02 2001 2002 Miscellaneous Results Inquiry RNANAOZ 2001 2002 Need Analysis RNAVROZ 2001 2002 Need Analysis Document Veri RNAPROZ 2001 2002 Need Analysis Processing gg o GLIAPPL Application Inquiry November 2006 Banner Release 7 4 Confidential Getting Started Guide 5 3 5 Customization Customizing Banner 5 4 To add an object to My Banner if you know the object s name 1 Access the My Banner Maintenance Form GUAPMNU 2 Place the cursor in a blank Object field in the right pane 3 Enter the object s name 4 Press Enter The object s type description and name appear in the right pane 5 Optional Change the object description 6 Save File Edit Options Block Item Record Query Tools Window Help CERCAR ERE IAEA a My Banner Maintenance GUAPMNU 11 FEB 2005 03 20 PM JPIERSOL s Personal Menu Type Form 7 E Object Description GEAATTD Attendance ES Object Description q a GLIAPPL A
37. A E 4 7 Banner Documentation Bookshelf 0 0 o 4 12 Help Men Properties ai os Ge e Bore ii e ee ge ES 4 15 a E O E 4 15 UTOPIA E A A O GE Ga Ge E e a d 4 15 Dl AAA AAA A 4 15 Banner Messo ME a lar a hs a ole Yb as ce de AR A BS 4 18 5 Customization CUSTOMIZING Banners 321058 LAA EAS RA Lee a ete Fas 5 1 MY Danner ebay alada ARI a a a Ce A 5 1 Title Bar Display OpUONS sat cani awk Bw Se rd de a SS ee e a 5 11 Displayed FOnm NaN p arc ie oe Ue ae ae ee Bo ave a SA 5 12 Banner Release 7 4 November 2006 V Getting Started Guide Confidential Table of Contents Customizing the Main Menu soaa aaa 5 13 Changing YOUFALEHIS s dr E A ae ee oo Se oH ee G 5 14 Changing Your Banner Password aoaaa aa eo 5 14 Chanting 1ourBanner Colos bars cet aa a ee ae EA A ES 5 15 Optumal Sereen RESOLUTION a goeg wa am Ge Be wm BES GEAR Se GS ee a ew ees 5 16 6 Tips and Tricks Shortcuts for Entering Information 0 o o e 6 1 Navigation Shortcuts from the Main Menu sasaaa e e 6 2 Other Navigation Snorneuts lt 5 EE A E AR we 6 3 OUCHCS a cg amp G 4 4 o te Ys Ge ie a OS OVERS EPA 6 3 FOSO INOUE c r 3 8 ee oe ee ee ce ERA A 6 4 o AAA 6 4 Mas AR A AA 6 5 Index Banner Release 7 4 November 2006 Getting Started Guide Confidential Preface Purpose Audience Preface Purpose Audience Documentation for Banner systems consists of complementary user guides handbooks techni
38. Banner Getting Started Guide November 2006 Release 7 4 e al SUNGARD H IG HER EDUCATION What can we help you achieve Confidential Business Information This documentation is proprietary information of SunGard Higher Education and is not to be copied reproduced lent or disposed of nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard Higher Education Prepared By SunGard Higher Education 4 Country View Road Malvern Pennsylvania 19355 United States of America 2005 2007 SunGard All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited In preparing and providing this publication SunGard Higher Education is not rendering legal accounting or other similar professional services SunGard Higher Education makes no claims that an institution s use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws rules or regulations Each organization should seek legal accounting and other similar professional services from competent providers of the organization s own choosing Without limitation SunGard the SunGard logo Banner Campus Pipeline Luminis PowerCAMPUS Matrix and Plus are trademarks or registered trademarks of SunGard Data Systems Inc or its subsidiaries in the U S and other
39. C Microsoft Internet Explorer File Edit View Favorites Tools Help G Bock O x 12 E Search sie Favorites Ed Ar AIDA Search Banner Help Center ovaio Gal General System Functions Forms Forms ZIP Postal Code Validation Form MERAISO Rank Title 100 Menu Navigation Table 30 Validation Forms ZIP Postal Code Validation Form R205 30 Validation Forms Reference 7 Common Matching Entry Form Use this form to identify the ZIP codes and postal codes used GOAMTCH throughout Banner You can assign ZIP postal codes to 7 Menu Navigation Table 7 Validation Forms e Sites on the Site Code Validation Form STYSITE A ple ar Validation Form e Buildings on the Building Definition Form SLABLDG 7 ZIP Postal Code Validation Form e Recruits on the Quick Recruit Form SRAQUIK GTVZIPC e Donors on the Gift Form AGAGIFT Defining ZIP postal codes on this form can help you enter addresses in Banner more accurately If you are on application form and select a ZIP postal code from a List of Values address data from Ale automatically appears in the associated fields on the form E Done O Trusted sites aA Using the Index The Index tab provides an alphabetical listing of topics within the help system Click on a letter in the index to scroll through topics that begin with that letter November 2006 Banner Release 7 4 Confidential Getting Started Guide 4 5 4 Features of Banner Using Help 4 6
40. Criteria e vi Function RSVP Fee Status Code Ticke C one Se es Se LE di ee a A oe ae ET ES A LL MEL O QA ME O Ge A ee dd eee ee E MO ae ae LL UA ES EE E A MTL ES A ld le EE Md E G i Ei Es ease 0 0 0 0 0 O UU Event press COUNT QUERY HITS for valid events The Function Attendance Inquiry Form GEIATTD is an example of an inquiry form Banner Release 7 4 Getting Started Guide 2 13 2 All About Forms Parts of a Form Wizard Forms Wizard forms are used to give step by step instructions for completing an application ES Oracle Developer Forms Runtime Web O x File Edit Options Block Item Record Query Tools Window Help BOB AGE RB SPPIiSGSR Qa S BR SRi amp 141O 1x Ma Wizard Step S Add In Code BUDGET gt Spreadsheet Budgeting Wizard Name UPLOAD a Upload Wizard Step Name F urLoaD_Book Activity Date 27 4UG 1999 User ID BASELINE Step Type Code WKSHEET Open Worksheets Step Type Property Code Required Indicator Value Activity Date User ID v y CAPTION Select the worksheet s 16 SEP 1999 BASELINE MULTISELECT TRUE ss 27 AUG 1999 BASELINE PICTURE WIZARD_EXCEL 31 AUG 1999 BASELINE REQUIRED TRUE 27 AUG 1999 BASELINE SELECTIONPROC BANINST1 FBKD3SS P_SELECTION_UPLOAI 27 AuG 1999 BASELINE STORINGPROC BANINST1 FBKD3SS P_STORING_UPLOAD_ 27 AUG 1999 BASELINE M0 O A O O O 8 A ES E E ES Step Name gt The Wizard Step Setup Appli
41. DEN and PPAIDEN Enter the person s Last Name Enter the person s First Name Enter the person s Middle Name Enter the person s name Prefix Enter the person s name Suffix Enter the person s Marital Status This field is available on APAIDEN and FOAIDEN Save Banner Release 7 4 November 2006 Getting Started Guide Confidential 3 Getting Around Banner Querying Information To enter alternate identification data for a person l Access an Identification Form IDEN 2 Verify the ID and the First Name Last Name and Middle Initial information in the Current Identification tab Note If the ID is generated you must save the record before accessing the Alternate Identification block Note If Common Matching is enabled for you you will be directed to the Common Matching Entry Form GOAMTCH where you can enter information for the new ID and check for matches Save the record The ID and associated name are displayed in the key block 3 Go to the next block Alternate Identification tab 4 Enter the Change of Name or ID Note Duplicate Record will copy the ID or name information into the appropriate fields in the Alternate Identification tab depending on what type of change you enter 5 Enter the person s alternate ID OR Enter the person s alternate Last Name 6 Enter the person s alternate First Name 7 Enter the person s alternate Middle Name 8 Save your changes To view alternate identification d
42. EP 02 Note Due to Oracle limitations the maximum number of search characters is 200 8 Click the OK button The form reappears with the results of the query Note The Search button in the Query Where window controls the Oracle Search and Replace function not the Execute Query function Banner Release 7 4 Getting Started Guide 3 31 3 Getting Around Banner Querying Information a Event Function Inquiry GEIFUNC Enter A as the search criteria Event 40005 Y Wellington Advantage Winners System Student Select Execute Query Function gt Type Start Date A End Date g Purpose Invitation Date Confirmation Date This window appears Enter A Status Expense Revenue Planned Attendance followed by the appropriate SQL Plus query operators and Function Query Where NN i A gt 15 JUL 2003 gt the values to match Type jate Purpose mation Date Status Expense ed Attendance Function Type ate Purpose pl 7 rmation Date Status Expense E ox f ed Attendance OK Cancel Search J Click this button Function Type Start Date End Date a Event Function Inquiry GEIFUNC rr x Event 40005 Wellington Advantage Winners System Student The form displays eee eerie eC CT f Function AFSCMEORIE AFSCME New Employee Orientation Bo all matching Type ORIE Start Date 01 May 2004 End Date 01 May 2004 records Purpose CPAP Invitation Date Confirmation D
43. Forget what today s date is Enter a question mark and Banner will tell you If you enter a two digit number in a date field Banner assumes the current month and year For example if the month is May and the year 2005 10 MAY 2005 has the shortcut 10 If you enter a four digit number in a date field Banner assumes the current year For example if the year is 2005 15 JUN 2005 has the shortcut 0615 After entering the SSN click in the first enterable field and the record will be populated Note This shortcut works for about 80 of forms Remember that you proceed out of the key block by performing a Next Block function Banner Release 7 4 Getting Started Guide 6 1 6 Tips and Tricks Navigation Shortcuts from the Main Menu Topic Shortcuts in the Go To field 6 2 Tip Trick Enter S TE to navigate to the site map Enter TREE to navigate from the site map to the product tree Enter REFRESH to Refresh your personal menu My Banner after making changes on GUAUPRF e Return to the Banner menu even if you are buried deep inside other menus e Refresh the site map Press the up or down arrow keys to navigate to any of the last 10 forms you accessed Enter the menu name to expand that menu Example GENJOB Expands the General JOBSUB directory Enter EXIT to end your Banner session Enter the Quickflow name to automatically open the first form in the Quickflow Enter a job name and GJACPTL will op
44. Information Into Validated Fields in chapter 3 Banner Release 7 4 November 2006 2 28 Getting Started Guide Confidential 2 All About Forms Elements on a Form Enter Query Indicates the form is in query mode Event type code press LIST for valid codes status line Record 1 1 List of Values KOSC gt DEG Elements on a Form The following figure shows various elements that appear on forms Each element is described on the following pages File Edit Options Block Item Record Query Tools Window Help buttons BY SAAB RI PRP BBSHial amp IBA TA gk OIX fea General mescane GUAMESG 7 0 S4b70 Jill lle GG GG LE BR Recipient arder Date E Time Message Source Reference ID y Item System E radio Complete Pending Hold Confidential buttons a i Recipient Sender Date E Time im field as Source Jan Reference ID e Item ee Complete Pending Hold C Confidential checkbox Recipient Sa Sender Date Time 4 Message g 2 Source record Reference ID e Item System E Complete Pending Hold O Confidential Buttons Buttons are visual images used to perform an action or respond to the system Banner forms use iconic buttons and response buttons Iconic Buttons These buttons are small squares that contain an icon picture They represent one or more actions that can be performed for the associated field or record For example you can
45. Loan Data c Y A RNASUDS 2005 2006 Supplemental Need Analysis OS D rir Select each object you STVSOFF asF l Fund Source Validation ced A STUGSTA 6 71 Status Validation ant to add to the men STUTASK a F I Task Validation STUGTYP 4 F I Type Validation GUAABOT About SCT Banner SSAQCRL Academic Calendar Rule Qu STVACCL Academic Calendar Typ Validation STVSIZE academic Dress Siz Validation Y Sid Academic Dress Type Validation sHQsuB Academic Wistory Catat g Query C NNN Click in the right pane SHACTRL Acadepie Histopr Control o CT STVEVEN Academic story Event Code Validation lo MA OO where you want to place acagefnic History Section Query B a OF the new menu items APAADEG tademic Information SHAPERS Academic Non Course OS CO Click this button ZTVASTD Academic Standing Code Validation 5 SHASTAT Academic Standing Query po OY FREES TEn File Edit Options Block Item Record Query Tools Window Help 8 AY AGRE SPI BBs al ra My Banner Maintenance GUAPMNU 11 FEB 2005 O AAA A gt ae lly JPIERSOL s Personal Menu Type E Object Description GEAATTD attendances 5 abject Beseripdon SHACTRL Academic History Control The new menu Items Tsa1098 1098 7 ASIAN a SHQSUBI Academic History Catalog Query are inserted below FrmrTYP 1099 Income Type Code Maintenance stvTYPE Academic Dress Typa validation the cursor location Foa1099 109
46. Menu link on GUAGMNU or entering REFRESH in the Go To field Banner Release 7 4 Getting Started Guide November 2006 Confidential November 2006 Confidential 4dd to Personal Menu Display Options Directory Options My Links Menu Settings LDAP To select an option in the Option window 1 Right click on the form but not from within a field The Option window appears 2 Click the desired option Banner Release 7 4 Getting Started Guide 3 Getting Around Banner Rollback Save Exit The Option window displays a list of Print form specific options Note There is no keyboard equivalent for the Option window however most options are available from either the File or Options pull down menu Press the Alt key The cursor moves to the menu bar Use the right arrow key to highlight the File or Options menu Press Enter OR Press the letter For O on your keyboard Options appear Use the up and down arrow keys to highlight the desired option Then press Enter OR Press the underlined letter for the desired option Note If the Options menu contains multiple menu items that begin with the same letter you must use the up and down arrow keys to select the desired menu item 3 7 3 Getting Around Banner 3 8 Iconic Buttons You can use iconic buttons to access a form or window related to the record or field where the cursor is currently located See Iconic Butto
47. Messaging To replace text 1 Expand the data field A freeform window appears 2 Select the Search button The Search Replace window appears 3 Enter the search string in the Search for field 4 Enter the replacement string in the Replace with field 5 To replace the next occurrence of the string select the Replace button You can continue clicking the Replace button to sequentially replace the next occurrence OR To replace all occurrences of the string select the Replace All button 6 Select the Cancel button on the Search Replace window 7 Select the OK button on the freeform window If you have the appropriate security you can send messages to and receive messages from other Banner users Messages are created and viewed on the General Message Form GUAMESG When you have a new message to view a checkmark appears next to the Check Banner Messages link on the main menu You can select this link at any time to view messages or go directly to the General Message Form GUAMESG from another form in Banner using Direct Access or some other method In addition to individual messages Banner has the ability to display broadcast messages for all Banner users These messages appear near the bottom of the main menu When there is a new broadcast message the Broadcast Message button on your toolbar becomes enabled and takes you to the main menu when clicked Note Users assigned to the Broadcast security object can send broad
48. Monday through Friday 9 00 am to 5 00 pm EST FAX 610 578 6033 Customer http connect sungardhe com Support Center E mail distserv sungardhe com ActionLine ActionLine personnel provide support to SunGard Higher Education maintenance customers They help users resolve any questions or concerns that relate to SunGard Higher Education products The ActionLine telephone number for Bronze Maintenance level clients is 800 522 4827 The ActionLine telephone number for Silver Maintenance level clients is 866 265 9264 The ActionLine telephone number for Platinum Maintenance level clients is 888 543 8094 Banner Release 7 4 November 2006 Getting Started Guide Confidential Preface How to Contact SunGard Higher Education Customer Support Center The Customer Support Center refers to the secured area of SunGard Higher Education s World Wide Web site dedicated to ActionLine and other related services available to clients Users must be registered to obtain access to the secured site Users can request an account to gain access to SunGard Higher Education s secured Customer Support Center by accessing http connect sungardhe com and proceeding as follows 1 Inthe Customer Support Center Login area select the link Request a Customer Support Center Account to create a new account 2 Follow the instructions on the subsequent pages a Select Customer Support Center Admin b Enter your e mail address c Select Request f
49. Multiple Course Rules Use normal techniques to PTv1099 1099 R Distribution Code validation SOACTRM Continuant Terms Rule add to change and delete RNAOVO1 2000 2001 Applicant Override rs shots Academic History Control fears Ha E RNRGLO1 2000 2001 INAS Global Policy Options Ru El SHAGEDI EDI Academic Grade Qualifier i fnIms01 2000 2001 Miscellaneous Results Inquiry SHAGRUL Grade Book Rule Definition RNANAD1 2000 2001 Need Analysis Po SHABTYR Rule Type Definition RNAVROL 2000 2001 Need Analysis Document Veri e SHARPAR Grade Book Rule Parameter Definition RNAPRO1 2000 2001 Need Analysis Processing SHAGPAR GPA Display Rules RNASLO1 2000 2001 Student Loan Data ASAS Curriculum Rules and Contral RNASUOL 2000 2001 Supplemental Need Analysis To copy a My Banner November 2006 Confidential Access the My Banner Maintenance and Copy Form GUTPMNU Use the User pull down list to select the My Banner you want to copy The selected My Banner appears in the right pane Optional Use the normal techniques to add to change and delete from the menu before it is copied If you want to change the original menu select the Save function If you want the changes to affect the copies only do not select the Save function Click the Display Users button A list of IDs appears Banner Release 7 4 Getting Started Guide 5 Customization Customizing Banner 5 10 Click the Copy button in the middle of the form A list of user IDs appe
50. NU 5 1 My Banner Maintenance Form GUAPMNU 5 1 N name entering 3 18 format of 3 24 searching for 3 19 naming conventions 1 6 navigation Direct Access 3 2 Display Navigation Window key 3 10 File menu 3 10 iconic buttons 3 8 keyboard equivalents 3 8 main menu 3 2 mouse 3 8 Object Search 3 3 option window 3 6 Options menu 3 5 Banner Release 7 4 l 4 Getting Started Guide QuickFlow 3 9 site map 3 4 Tabs 3 4 navigation frame 5 12 new records 3 23 Next Block function 2 39 Next Field function 2 39 Next Item function see Next Field function Next Primary Key function see Exit with Value function Next Record function 2 39 No Data button 2 30 non person IDs 3 24 O Object Search 3 3 online help 4 4 Option List 2 30 3 13 option window navigating with 3 6 selecting 3 6 Options menu 2 18 3 5 5 12 Oracle functions used with Banner 2 37 Oracle Soundex search 3 22 Oracle wildcards 3 30 P password 1 1 person IDs 3 24 postal code format of 3 25 pound sign 3 24 3 25 preferences changing your alerts 5 14 Previous Block function 2 39 Previous Field function 2 39 Previous Item function see Previous Field function Previous Record function 2 40 Professional Services see education centers xiv pull down list 2 36 purpose audience vii Q queries November 2006 Confidential century in dates 3 40 counting hits 3 29 dates 3 26 3 40 definition of 3 27 extended query 3 30 Oracle functions 3 27 querying
51. Oracle wildcards Use the symbol to represent any number of unspecified characters Use the symbol _ to represent one occurrence of an unspecified character You can use both wildcards in the same search string Examples Enter Carnegie in the Last Name field to search for all IDs with the last name Carnegie Enter Chris in the First Name field to search for all IDs with first names that start with Chris 4 Verify the Case Sensitive Query radio buttons Change if necessary 5 Select the Execute Query function The form shows all IDs with matching information 6 Scroll to the desired ID 7 Double click the desired ID The ID and name are returned to the calling form To search by the pattern of characters in the name Oracle Soundex An added option on most search forms is the Oracle Soundex search feature You can search for an ID by entering a pattern of characters in the ID s name This feature is useful if you aren t sure how to spell a name As long as the first letter of your search string is correct you can retrieve names with a similar pattern of characters 1 Click the Search button next to the ID field on a form An Option List appears 2 Select the option for the search form you want to access The selected form opens in query mode Note Other available search options depend on the specific form and are not described here 3 Select the Cancel Query function Banner Release 7 4 November
52. Place your cursor on an existing record 2 Select the Insert Record function A new blank record is inserted in the list of existing records 3 Enter information for the new record Make sure you enter all required fields 4 Select the Save function Data Format Recommendations To ensure consistent information throughout your Banner System data should be entered in a standard way SunGard Higher Education recommends the following standards Banner Release 7 4 Getting Started Guide 3 23 3 Getting Around Banner Entering Information 3 24 Identification ID Numbers Persons Non persons Names Upper lower case Last names First initials with middle names Prefixes suffixes Addresses Pound sign County State and province Banner Release 7 4 Getting Started Guide Enter an identification number of your choice or use the identification number generated by the system on any Identification Form xxxIDEN Use the system generated identification number Use conventional upper and lower case letters Do not enter spaces within prefixed last names Examples MacArthur O Connor VanHusen deBolt DuShen Do not enter spaces within hyphenated last names Examples Smith Jones Cochram Ashley Enter a period and one space between the first initial and middle name Example R Maureen Smith Use a period after a prefix or suffix where applicable Examples Miss Mrs Mr Rev Jr II If
53. Search window or access a product specific search form see To access a search form from the ID and Name Extended Search window To search by partial ID l Enter a partial ID in the ID field Use the Oracle wildcard to represent any number of unspecified characters Example Enter 21 to search for all IDs that start with 21 2 Press Enter e If one match is found the ID and name are returned to the form e If more than one match is found the ID and Name Extended Search window appears You can select an ID see To select an ID from the ID and Banner Release 7 4 November 2006 3 18 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Entering Information Name Extended Search window in this chapter reduce your search see To reduce your search in the ID and Name Extended Search wndow in this chapter or access a product specific search form see To access a search form from the ID and Name Extended Search window in this chapter To search by partial name Make sure the ID field is blank Tab to the Name field unlabeled field next to the ID field Enter a partial name The format is last first middle with a comma between each part of the name Spaces between each piece are optional Characters can be upper or lower case You get the same results whether you enter upper or lower case letters Use the Oracle wildcard to represent any number
54. Started Guide Confidential November 2006 Confidential 2 All About Forms Elements on a Form Some fields are usually enabled but may be disabled occasionally For example in query mode sometimes you cannot query a field that is normally enabled and sometimes you can query a field that is normally disabled This is also true for enabled fields in a key block once you leave the key block all fields in the key block are disabled Text fields may appear to be a few characters longer than they actually are For example a field that allows up to 60 characters may look like it still has space after the sixtieth character This is because each character uses a different amount of space To access an enterable field 3 a Click the field Select the Next Item function until the cursor is in the field Records Rows and Columns A record is a set of related fields For example a street city state and ZIP postal code form an address record If a block has multiple records the records often appear in rows and columns A horizontal scroll bar appears under the columns if all columns don t fit into the window at once A vertical scroll bar appears on the right side of the rows if all rows don t fit into the window at once When you select a row the entire record is highlighted to identify it as the current record Banner Release 7 4 Getting Started Guide 2 35 2 All About Forms Elements on a Form This sample shows a form wi
55. a fo3 mAR 2004 Fall River MA 03 MAR 2004 North Dartmouth MA 03 Mar 2004 Norton f ma O oa mar 2004 warwick RI 03 maR 2004 Providence RI 03 MAR 2004 Zip Code enter a valid Zip Code The ZIP Postal Code Validation Form GTVZIPC is an example of a validation form Banner Release 7 4 Getting Started Guide 2 9 2 All About Forms Types of Forms Rule Forms Rule forms are used to define the calculations and parameters that impact processing on other forms reports and jobs These forms let you tailor Banner to your institution s procedural requirements You can enter new rules or revise existing ones if your security level permits fe Oracle Developer Forms Runtime Web O x File Edit Options Block Item Record Query Tools Window Help arcaica BOR Ia a aaa TO Tx a OLBE BENNIDORRUIOS EROS OI A S ESSES ESSE EEL EEE OR RR RRA as Object RECR_MAJR Ba Description ESA Press NEXT BLOCK to edit Object Rules CLEAR BLOCK to delete Object Data Element Operator Value C srerecrmasrzcoDE E freeman y y O d AND OR CLA E A Y Ll 3 7 E L E CL ab J 4 A L CAL E ME A L E i 7 1 O SL E E 4 Object Description The Object Definition Rules Form GLROBJT is an example of a rule form Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential Control Forms 2 All About Fo
56. a ioe fOada Bese on Sys Bea ur mesa shows all codes that start with E ECO Economics N PEAS EAS ECEL EGEE N ECON ECO ae NON EDS EDS EDT Edut FindlenG ee ie inden Press the character N The list Code Description Sys Reg tee shows all codes that start with 3 English ENGL English ENGR Engineering ENGT Engineering Technology EN You can choose a value from the list or continue entering characters until you get a single match 4 gt Find Banner Release 7 4 Getting Started Guide 3 15 3 Getting Around Banner Entering Information 3 16 Entering Information From Another Form Sometimes the Search button next to a Code Description field takes you to another form to look for values rather than to an LOV You can select information from the called form and return it to the current field To enter information in a field from a called form 3 S 1 Click the Search button 1 Select the Next Item function until you reach the field that has the 2 Ifan Option List appears click the button desired option to display the form 2 Read the auto hint and select the Otherwise the form appears equivalent function A field may automatically have more than one option The form appears 3 If the form opens in query mode enter your search criteria and select 3 Ifthe form opens in query mode Execute Query The form displays enter yo
57. ain menu is the starting point for navigating through Banner You can use the menu structure to access a form job menu or QuickFlow Or you can use Direct Access to go to a specific form if you know the form s name Navigation is described in chapter 3 Getting Around Banner Banner Release 7 4 November 2006 1 2 Getting Started Guide Confidential 1 Overview Using the Mouse and Keyboard Using the Mouse and Keyboard November 2006 Confidential You can perform most Banner functions with either a mouse or keyboard For example you can save information by clicking a button on the toolbar selecting an item from a pull down menu or pressing equivalent keystrokes Because you can choose from several methods this handbook does not usually tell you specifically how to perform a function Instead the instructions say to select the function Mouse and keyboard instructions are given only if they are distinctly different from each other Two symbols appear throughout this handbook to indicate the different sets of instructions Mouse instructions 5 Keyboard instructions Keyboard Equivalents Specific keystrokes for a function depend on your environment For example Enter Query might be F7 in one environment and F11 in another Because keystrokes vary from one environment to another they are not described in this manual Show Keys is a valuable tool that helps you use the keyboard This function lists the keyboard equivalents
58. anner documentation to our clients in electronic format Electronic Documents on CD User manuals reference manuals and other product documents are delivered as electronic files in portable document format PDF on one or more CDs You may print the files in whole or in part and copies may be freely distributed to users at your institution Your system administrator may choose to make the PDF files available electronically from a secured intranet Web site or directly from a network Online Documentation with the System SunGard Higher Education also provides online documentation in the form of HTML based help that runs in a web browser Help is available for all Banner forms with the exception of certain security restricted forms Form and field descriptions November 2006 Banner Release 7 4 Contidential Getting Started Guide Preface Typographical Conventions Used in this Documentation and task instructions form a comprehensive help support system for each of the Banner products Form help provides an overview of the purpose and use of the form and procedural help relates the form functions to the real life tasks you ll perform Banner Online Help can be accessed from the Online Help button on the toolbar the Online Help option in the Help menu and through the Help Center link on the main menu It is delivered through a download from the Customer Support Center Navigation features include a bread crumb trail table of c
59. arch Form 3 21 GUTPMNU My Banner Maintenance and Copy Form 5 1 inquiry 2 13 main menu 2 5 naming conventions 1 6 parts of 2 14 query 2 12 rule 2 10 types of 2 4 validation 2 9 wizard 2 14 G General User Preferences Maintenance Form GUAUPRF 3 46 Generate ID button 2 31 Banner Release 7 4 November 2006 Getting Started Guide Confidential GJIREVO Saved Output Review Form 3 42 GUAHELP Help Form 4 7 GUAPMNU My Banner Maintenance Form 5 1 GUAUPRF General User Preferences Maintenance Form 3 46 GUIALTI SSN SIN TEN Alternate ID Search Form 3 21 GUTPMNU My Banner Maintenance and Copy Form 5 1 H help auto hint 2 28 4 15 Dynamic Help 4 7 Help Item Properties 4 15 online help 4 3 Show Keys 4 15 Help Item Properties 4 15 Help Form GUAHELP 4 7 Help function 2 39 Help menu 2 21 horizontal scroll bar 2 2 2 34 iconic buttons Approve 2 31 Calculate 2 31 Calendar 2 30 Comments 2 31 Complete 2 30 Copy 2 31 Data 2 30 Detail 2 30 Disapprove 2 31 Generate ID 2 31 In Process 2 30 Maintenance 2 30 navigating with 3 8 No Data 2 30 on toolbars 2 25 Search 2 30 selecting 2 31 3 8 Summary 2 30 within forms 2 29 ID entering 3 17 3 18 format of 3 24 Oracle Soundex search 3 22 searching for 3 18 3 21 selecting 3 19 ID search forms 3 20 3 21 ID name search accessing a search form 3 20 November 2006 Confidential Index entering Ds 3 18 entering names 3 18 reducing a search 3 20 searching for IDs 3
60. arching 414 Down function 2 38 drill down search 3 15 Dynamic Help accessing in edit mode 48 accessing in query mode 4 8 creating 4 10 description of 4 7 Local Dynamic Help 4 7 replacing 4 11 searching 411 updating 4 10 Edit function 2 38 Edit menu 2 18 editor copying text 4 16 cutting text 4 17 deleting text 4 17 description of 4 15 expanding a field 4 16 inserting text 416 pasting text 4 17 replacing text 4 16 4 18 searching text 4 17 selecting text 416 education centers xiv enabled field 2 34 Enter Query function 2 38 3 27 enterable field 2 34 entering information format recommendations 3 23 from another form 3 16 ID 3 17 in validated fields 3 11 new record 3 23 with a Search button 3 16 Execute Query function 2 38 3 27 Exit function 2 38 Exit Query function 3 27 l 2 Exit with Value function 2 39 Exit without Value function see Exit function exiting Banner 2 38 extended query 3 30 extracting Banner data 3 42 Fetch Next Set function 3 27 fields accessing 2 35 description of 2 34 disabled 2 34 display only 2 34 enabled 2 34 enterable 2 34 File menu 2 16 3 10 file naming conventions viii format addresses 3 24 dates 3 25 IDs 3 24 names 3 24 forms application 2 8 control 2 11 definition of 2 1 elements on 2 29 GJIREVO Saved Output Review Form 3 42 GUAHELP Help Form 4 7 GUAPMNU My Banner Maintenance Form 5 1 GUAUPRF General User Preferences Maintenance Form 3 46 GUIALTI SSN SIN TEN Alternate ID Se
61. arning to use these features is the foundation for using Banner at your institution Sample forms in this handbook were created in a Windows environment Your forms may have subtle differences if you use a different environment however most functionality is the same regardless of your environment The steps for accessing Banner depend on your hardware software and network configuration Because there are many ways to access Banner this section does not give specific steps for launching your system Instead this section describes the common requirements for getting into Banner Your institution s implementation may be different To help ensure that only authorized users access Banner you must log in with a username user ID and a password Your institution may have additional network and operating system login and security procedures These are the common steps for starting Banner 1 Use your institution s procedures to start your workstation 2 Launch your web browser and enter the URL used to access Banner 3 Enter your username password and database depending on your environment at the logon prompts If you enter a wrong username or password you are prompted to reenter both Your institution determines the number of times you can try to log on Banner Release 7 4 Getting Started Guide 1 1 1 Overview Starting Banner Once you complete these steps the Banner main menu appears amp Oracle Developer Forms R
62. ars in the left pane Optional To reduce the list of IDs enter a partial ID in the field above the left pane Start with the first character and enter as many characters as you know Press Enter Select each user ID to receive the copied menu by double clicking it When an ID is selected it is highlighted Click the Copy to User s button If any of the IDs already has a My Banner a dialog box asks if you want to overwrite existing My Banners e To overwrite all selected My Banners click the Yes button e To review each ID before deciding choose the No button A dialog box appears for each ID that already has a My Banner Choose Yes to overwrite the old menu or No to keep the old menu for the ID When the menus are copied a message tells you how many menus were copied successfully Banner Release 7 4 November 2006 Getting Started Guide Confidential Type FORM ot 2 Object Description Tsa1098 1098 7 Tax Information Es FTMITYP 1099 Income Type Code Maintenance Faa1099 1099 Reporting Foa1099 1099 MISC Magnetic Tape Transmitter D Pxa1099 1099 R PTv1099 1099 R Distribution Code validation RNAOVOL 2000 2001 Applicant Override RNRGLOL 2000 2001 INAS Global Policy Options Ru RNANAOL 2000 2001 Need Analysis RNAVROL 2000 2001 Need Analysis Document Weri RNASLO1 2000 2001 Student Loan Data RNASUO1 2000 2001 Supplemental Nas las M y Banner ADADESG AMAINFO
63. ata for a person 1 Access an Identification Form IDEN 2 Verify the ID and the First Name Last Name and Middle Name information on the Current Identification tab 3 Go to the next block Alternate Identification tab To enter address information for a person l Access an Identification Form IDEN 2 Enter the ID November 2006 Banner Release 7 4 Confidential Getting Started Guide 3 35 3 Getting Around Banner Querying Information 8 9 10 11 12 13 14 3 36 Verify that the person s First Name and Last Name have been entered on the main window in the Current Identification tab Go to the Address Information tab Note Ifthe person currently has a record in Banner the system displays the address information in the Address Information tab You can insert new information by selecting Insert Record Complete the remaining fields following the directions below Enter the Type code for a new address OR Select an address to be modified from the group of addresses previously entered for the person Enter the street address portion of the address in the Address fields The first field is required The remaining fields of the address are optional Enter the City required State or Province and ZIP or Postal Code portion of the address OR Search to select a City ZIP or Postal Code and State or Province from the ZIP or Postal Code Validation Form GTVZIPC Note If the city an
64. ate Status la Expense 10 00 Revenue 10 00 Planned Attendance 11 Function GOLF Golf Outing Type SPRT Start Date 12 OCT 2004 End Date 14 OCT 2004 Purpose BLD_RELAT Invitation Date Confirmation Date Status la Expense Revenue Planned Attendance 33 Function Type Start Date End Date Purpose Invitation Date Confirmation Date Status T Expense Revenue Planned Attendance Extended ID and Name Searching Using ID and Name Extended Search 1 In the key block ID field enter a partial ID and a wildcard and _ or enter a partial name in the Name field Wildcards can also be used in the Name field but are not required for searching For example if an entire last name is entered with no first name or wildcards the extended search wndow will open and the search results will include all persons non person that have the last name 2 The ID and Name Extended Search window will display The Person Non Person count provides a count of the number of persons non persons returned by the search 3 Click the Results pull down list to see the ID and name of the person non persons returned from the query Banner Release 7 4 November 2006 3 32 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Querying Information Note A person non person may be listed multiple times in the results list if the person has alternate names or IDs However each person non person is only inc
65. available in your environment for the current form window and field Display Error Shift F 1 e Show Keys lists the keyboard Down Down equivalents that are available Down Ctrl L lin in your environment for the Enter Query F7 current form window and Execute Query Fa field Exit Ctrl ia 4 Banner Release 7 4 Getting Started Guide 1 3 1 Overview Using the Mouse and Keyboard To display keyboard equivalents E Select Help gt Show Keys OR Use the keystrokes for the Show Keys function Check with your data center personnel for these keystrokes Quick Reference Chart You can complete the chart on the next page and use it as a quick reference for keyboard equivalents at your institution First use Show Keys to determine the equivalent for each option on the Banner pull down menus Then record each equivalent on the chart You can post the chart for easy reference November 2006 Banner Release 7 4 Confidential 1 4 Getting Started Guide my y Pr AJ O a Block Item Query 1 Overview Using the Mouse and Keyboard Help Direct Access O S Object Search Copy QuickFlow Paste Edit Rollback Refresh Print Exit S o Exit QuickFlow Preferences SCT Banner XtenderSolutions SCT Banner November 2006 Confidential Varies by form Previous Previous Previous Enter Next Next Next Execute Clear Clear Scroll Up Last Criteria Duplica
66. ay the form Banner Release 7 4 November 2006 2 18 Getting Started Guide Confidential Hest Previous Clear Previous Hest Clear Duplicate November 2006 Confidential 2 All About Forms Parts of a Form name associated with the option You can set up this display option on the General User Preferences Maintenance Form GUAUPRF See Displayed Form Names in chapter 5 Banner is delivered with standard navigation options Your system administrator can use the Options Maintenance Form GUAOPTM to change and add navigation options for your institution Only those staff members with appropriate security can perform this task Note Only the first 24 options defined on GUAOPTM will appear in the Options pull down menu Block Menu This pull down menu contains the functions used to navigate among the blocks of information on a form Previous Moves the cursor to the previous block that has at least one enterable field If the previous block is in another window that window is opened Next Moves the cursor to the next block that has at least one enterable field If the next area is in another window that window is opened Clear Clears all information from the current block Information is not removed from any records or tables Item Menu This pull down menu contains the functions used to navigate among the fields or items on a form Previous Moves the cursor to the previous enterable field item in the cur
67. bute double digit interim releases within a main release An example of a file name for a manual delivered as one file is humres70301rg pdf Banner Release 7 4 November 2006 Vill Getting Started Guide Confidential Preface SunGard Higher Education Documentation Distribution e The Product Identifier is humres for Human Resources e The five digit release identifier is 70301 for 7 3 1 e The 7 represents the major release number of the product e The 03 represents the mandatory interim release number e The 01 represents an optional interim release number e The Manual Type Identifier identifies the type of documentation For example the initials rg represent release guide e This file name is followed by a pdf extension which represents the Adobe Acrobat Portable Document Format pdf Exceptions to this naming convention include e Some manuals are produced for multiple releases and require a date rather than a release number For example this Release Identifier would be 0605 for June 2005 Some examples of valid document names are listed below Document Finance Release Guide 6 5 Human Resources Release Guide 7 0 1 Employee Self Service User Guide 7 2 Advancement TRM Supplement 6 6 GTVSDAX Handbook May 2006 SunGard Higher Education Documentation Distribution PDF Name finance60500rg pdf humres70001rg pdf empss70200u pdf advanc60600trmsup pdf etvsdax0506hb pdf SunGard Higher Education delivers B
68. cal reference manuals and online help User guides provide overview information such as form descriptions report descriptions and operations cycles Handbooks provide in depth information for specific areas within some products Technical reference manuals provide information useful to technical staff Online help provides form and field information The Getting Started Guide provides an introduction to the Banner system New users can learn how to navigate through the application understand the different types of forms used in Banner and the parts of each form perform queries for information and customize Banner to best reflect their needs and preferences How to Use This Manual This manual is organized into the following chapters Chapter 1 Overview Chapter 2 All About Forms Chapter 3 Getting Around Banner Chapter 4 Features of Banner Chapter 5 Customization Chapter 6 Tips and Tricks Index November 2006 Banner Release 7 4 Confidential Getting Started Guide vii Preface Related Documentation Related Documentation In addition to the Banner Getting Started Guide the following documentation supports your work with Banner General User Guide a user reference manual for the General product its functions and features General Technical Reference Manual a technical reference manual on General utilities with application specific supplements Banner Documentation Bookshelf Getti
69. can use the Editor to modify text See Using the Editor in chapter 4 You can search for a specific string of characters or replace a string of characters with another string instructions follow Select the OK button in the Help Text window The GUAHELP main window appears Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 4 Features of Banner Using Help 6 Select the Save function A dialog box appears 7 Select the OK button or press Enter a Help Form GUAHELP O Form SPAIDEN O Block SPRIDEN_CURRENT v Verify the selection criteria Field PERS_LAST_NAME X Change if necessary Banner Local JHelp Exists Click this button Clear Cancel hi dl gd AE oo dll bd AE l dl Al dl de AL aul dul All All ol Al ol dll dll de Al fl dal ALAS AE hs dl ll Dd ll AA ALIAS ll lll D A lll lll ll dl ll EE AA A al al ol A ae BAI MASI ERIC A MAI ANA PI MILE AN IIA AO MEA MARI MAAR AA Mi gigi dlp gifi ASA AAA IAEA AAA AMARE Ac mipgi dial RAEE ASADA AA AS di LIE IED I SELL EEE IE DIDI IO TLL ITIL III This window appears Enter your changes here un rr 3 D The Last Name field is used to create or change the current last name of person associated with the identification number To change information the user can type over the current information Click this button Save Cancel Search To search for a stri
70. cast messages to all users To send a broadcast message create it on GUAMESG as usual and choose BASELINE as the recipient Banner Release 7 4 November 2006 Getting Started Guide Confidential Chapter 5 5 Customization Customizing Banner Customization Customizing Banner November 2006 Confidential You can customize Banner to meet your individual needs For example you can e Create a personalized menu with My Banner e Choose what information appears in title bars e Specify whether form names are displayed on menus e Customize the appearance of the main menu My Banner My Banner includes the forms jobs menus and QuickFlows that are most important in your daily work You can access My Banner from the main menu It is tied to your Oracle user ID The following forms are used to create and copy My Banner menus e The My Banner Maintenance Form GUAPMNU lets you create and change My Banner e The My Banner Maintenance and Copy Form GUTPMNU lets you copy a My Banner menu to or from another user Making Changes to My Banner There are several ways to add Banner objects to My Banner e Scroll through the object list to find what you want to add e Enter the name of the object e Query the object list to narrow your search You can also delete objects from My Banner either one at a time or all at once To use the object list to add an object to My Banner 1 Access the My Banner Maintenance Form GUAPMNU
71. cation Form GOADSTE is an example of a wizard form Parts of a Form The following figure shows a sample form Each part of the form is described on the following pages Banner Release 7 4 November 2006 2 14 Getting Started Guide Confidential 2 All About Forms Parts of a Form Oracle Developer Forms Runtime Web O x File Edit Options Block Item Record Query Tools Window Help toolbar _ 2 SERB SF SOS A es BR Baie si Oix Printer Control Printer Special Print Lines Submit Time Parameter Values Number Parameters Values ha ha other blocks ana 2 C U SA O E LO mi 1 Ua gt EEE A A AAA A AAA AAA Pl Goo CE auto hint Submission Save Parameter Set as Name Description Hold Submit i Process Name press SEARCH for valid processes status line Record 1 1 E lt 0sc gt Menu Bar The Banner menu bar located at the top of every form contains pull down menus File Edit Options Block Item Record Query Tools Help You can access an option in a pull down menu at any time except when you are in a dialog box alert box or List of Values LOV You must respond to these wndows before you can access a pull down menu November 2006 Banner Release 7 4 Confidential Getting Started Guide 2 15 2 All About Forms Parts of a Form To access an option in the menu bar Note Ifa pull down menu item is dimmed that menu i
72. ce Form GUAPMNU 2 Click the Remove All button in the middle of the form lt lt 3 Save fu My Banner Maintenance GUAPMNU JPIERSOL s Personal Menu Type FORM 8 Object Description GEAATTD attendance S GUAABOT About SCT Banner A TSA1098 1098 7 Tax Information Bast SSAQCRL Academic Calendar Rule Query FTMITYP GF Mai q x sid TARA i E ll STWACCL Academic Calendar Type Validation FAA1099 1099 Reporting Nae z GLIAPPL Application Inquiry FOA1099 L1099 mISC Magnetic Tape Transmitter D FC PX41099 1099 R Object Description PTV1099 1099 R Distribution Code Validation i RNAOVOL 2000 2001 Applicant Override RNRGLOL 2000 2001 INAS Global Policy Options Rv RNIMSO1 2000 2001 Miscellaneous Results Inquiry HI RNANAOL 2000 2001 Need Analysis RNAVROL 2000 2001 Need Analysis Document Yeri 57 FO RNAPRO1 2000 2001 Need Analysis Processing BE Click this button to delete all menu items To change the location of an object in My Banner 1 Access the My Banner Maintenance Form GUAPMNU 2 Delete the object from the menu see the instructions on page 5 7 3 Add the object to the menu in its new location see the instructions on page 5 4 4 Select the Save function Banner Release 7 4 November 2006 5 8 Getting Started Guide Confidential To customize a lower level menu on My Banner 5 Customization Customizing Banner 1 Access the My Banner Maintenance Form
73. ck the name of the form job or QuickFlow you want to access Direct Access You can use Direct Access to access a menu form job or QuickFlow by its name You can use Direct Access from the main menu or from a form To use Direct Access from the main menu 1 Enter the name of the menu form job or QuickFlow in the Go To field 2 Press Enter Note You cannot search for an object using code description lookup in this field You can however search by selecting the Search button and then performing your search on GUIOBJS Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner To use Direct Access from a form Note When you use Direct Access from a form the current form remains open When you exit the requested form job or QuickFlow you return to the original form 1 Select File gt Direct Access The Direct Access Form GUAPARM appears 2 Enter the name of the form job or QuickFlow in the Enter Valid Name field You cannot use Direct Access to access a menu from a form 3 Click the Start button or press Enter Object Search You can use Object Search to access a form job or QuickFlow if you know part of 1ts name description or type When you use Object Search from a form the current form remains open When you exit the requested object you return to the original form Note You cannot search for an object using code descripti
74. d state are both blank and a ZIP or postal code is entered the city and state will default into those fields from GTVZIPC Enter the Nation code portion of the address Note You must enter either the State Province code or the Nation code If you do not want to create bar codes for the address go to the last step OR If you want to create bar codes for the addresses go to the next step Select the ZIP PC field and open the Delivery Information window Enter all available delivery information Return to the Address tab Optional Enter the Phone number associated with the Address Save Note A person must have at least one complete address Banner Release 7 4 November 2006 Getting Started Guide Confidential 3 Getting Around Banner Querying Information To enter current identification data for a non person I Access an Identification Form IDEN Enter an ID Note If Common Matching is enabled for you you will be directed to the Common Matching Entry Form GOAMTCH where you can enter information for the new ID and check for matches Save the record The ID and associated name are displayed in the key block Go to the next block Enter the name of the non person in the Non Person Information field Save To enter address information for a non person l 8 November 2006 Confidential Access an Identification Form IDEN Enter the ID of the non person you are identifying Verify the non
75. dential 4 Features of Banner Using Help To create a desktop shortcut for the Bookshelf I Open Windows Explorer Browse to the location where the Bookshelf directory is stored at your institution bdoc6x or bdoc7x depending upon the version of Banner you are using Right click bkshlfxx pdfand choose Create Shortcut Drag the shortcut to your desktop Optional Rename it Double click the icon to launch the Bookshelf To access a specific manual and chapter I Open the Bookshelf In the left pane click the bookmark in front of the product you want to access The bookmark expands to show the product s documents If necessary expand bookmarks in the left pane until you see the document or chapter you want to display Click the name of the document or chapter you want to display The selected document or chapter appears in the right pane To set up your search preferences You can search for information in one or more documents You must set up your preferences before you can search the Bookshelf You only need to enter these setups once i Open the Bookshelf Select File gt Preferences gt Search to display the Acrobat Search Preferences window Set up your preferences Click the OK button To attach indexes for the documents you want to search Before you can search a document you must attach its index You only need to attach a specific index once l Determine where the index fi
76. dential Exit with Value Exit without Value Help List Next Block Next Field Next Item Next Primary Key Next Record Previous Block Previous Field November 2006 Confidential 2 All About Forms Oracle Functions Used in Banner Called form Returns you to the calling form and enters the selected value into the field that called the form List of Values LOV Returns you to the calling form and enters the highlighted value into the field that called the form The OK button corresponds to Exit with Value Also referred to as Select and Next Primary Key See Exit Displays the Oracle item properties window for the current field Displays the List of Values LOV for the current field if List of Values appears in the status line Moves the cursor to the next block that has at least one enterable field If the next area is in another window that window is opened See Next Item Moves the cursor to the next enterable field in the current block Occasionally Next Item moves the cursor to the first enterable field in the next block Also referred to as Next Field See Exit with Value Moves the cursor to the first enterable field in the next record of the current block and triggers next record logic coded into the form If the cursor is in the last record a new record is created Next Record is similar to Down with the addition of next record logic Moves the cursor to the previous block t
77. dit Object Rules CLEAR BLOCK to delete Object other blocks E Data Element Operator Value y AND OR ba SRBRECR_MAJR_CODE ferecrmair 2 ME Y gt E L a gt i Mo Object Description Most blocks have a title There are three exceptions e A key block does not have a title e Ifa form or window has only one block the block does not have a title e Ifaform has a key block and only one other block the second block does not have a title Key Block The first block on most forms contains key information Some forms especially validation forms and certain list forms do not have a key block The key block determines what is entered or displayed on the rest of the form All information on the form refers to the key block The key block has at least one field and sometimes more For example a form that maintains population selection information may have key block fields for both an application and a selection ID The key block stays on the form as subsequent blocks appear Occasionally another window may appear on top of the key block if the window is unusually large or if the key block is not pertinent to the window When the cursor is in the key block enterable fields in the ke
78. dule General Person Faculty Load Location Management and Housi Recruitment Admissions amp Stuff General Student Registration Accounts Receivable Academic History Curriculum Advising and Progra Student System Management Student Administration Information Access Advancement Advancement Individual Advancement Organization Membership Prospect Management Designation Solicitor Organization Campaign Pledge Gift and Pledge Payment Event Management Advancement QuickFlow Advancement Self Service External Data Load and Extract Finance General Ledger Finance Operations Stores Inventory Purchasing and Procurement Accounts Payable Budget and Position Control Fixed Asset Cost Accounting Endowment Management Investment Management Accounts Receivable Human Resources Applicant Administration Electronic Approvals Biographic Demographic Inform Employment Administration Compensation Administration Employee Relations Adrninistrati Health and Safety Administratior Benefit Deduction Adrninistratic Position Management Personnel Services Budget Time Entry and Payroll Processir Payroll History Human Resources Administratior Security Set up Committee Service Financial Aid Applicant Processing Need Analysis Requirements Tracking Budgeting Packaging and Disbursement Funds Management Electronic Data Exchange History and Transcripts Financial 4id Common Functions Chidarnt COsrrtara Chaend Mats
79. e If you do then you can use the following steps to specify your preference To specify your preference for extracting data l Access the General User Preferences Maintenance Form GUAUPRF 2 Goto the Directory Options window 3 Scroll to the record where Description is Data extract format FILE csv TEXT or WEBUTIL 4 Ifyou want your extracted data to be placed into a file in comma separated value format with a csv extension enter FILE in the User Value field When you extract data you will be prompted to save it to your local drive OR If you want your extracted data to be displayed in a separate browser window enter TEXT The information is display only but you can save it in a variety of formats OR If your institution uses the WebUtil option you can enter WEBUTIL to save the csv file to your local drive using the General WebUtil File Extract Form GUQWUTL Note Before using the WebUti option ensure that your institution has configured it 5 Optional If your institution uses the WebUtil option you can specify a default directory to save your output in the User Value field for the Local directory for saving output record 6 Save Banner Release 7 4 November 2006 3 46 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Extracting Banner Data to a Spreadsheet To perform a data extract L Access the Banner form If applicable display the desired rec
80. e 7 4 Confidential Getting Started Guide 3 41 3 Getting Around Banner Extracting Banner Data to a Spreadsheet To view save and print output 1 Use the Process Submission Control Form GJAPCTL to run the report or process as usual Enter DATABASE in the Printer field 2 Access the Saved Output Review Form GJIREVO The form shows the Process and Number of the report or process just run 3 Double click the File Name field or use the button to display a list of the files that were created 4 Choose the file you want to display Click OK The output appears in your Banner window 5 Optional If you want to view the output in a browser wndow a Select Show Documents Save and Print File from the Options menu A dialog box asks if you want to continue b Click the Yes button The output appears in a browser window Note Your site administrator must set up the Web URL needed to view output in a browser window 6 Optional To save the output use the browser File gt Save As option 7 Optional To print the output a Ifyou have not already done so use the browser File gt Save As option to save the output b Open the saved output c Use the File gt Print option to print the output Extracting Banner Data to a Spreadsheet 3 42 You can extract data from a Banner form to a spreadsheet On some forms you have the option to extract detail data from the current block either with or without data fro
81. eb e Questions and valid responses in the survey e Web products and populations that can access the survey Main Window Use this window to describe the survey and optionally to identify a population of Banner IDs that can respond to the survey Fields Descriptions Survey Name of the survey The maximum length is 15 x E Done Trusted sites 7 Banner Release 7 4 Getting Started Guide 4 3 4 Features of Banner Using Help To display online help for a form 1 Click the Online Help button in the 1 Select Help gt Online Help toolbar Browsing for Topics The Contents tab and the bread crumb trail both enable you to browse for topics categorically Form and field information is organized by Banner module Task information is contained under the Procedures heading Browsing with the Contents tab 3 Copying a Population Selection Microsoft Internet Explorer File Edit View Favorites Tools Help Back O r x a TN JO Search 5 Favorites O SS g E s 3 Contents O General Y Procedures Introduction Bob Submission Procedures Q Population Selection Procedures Definitions Building a Population Selection Copying a Population Selection Creating a Population with GLBDATA Creating a Manual Population Letter Generation Procedures System Functions Administration Proce gt Event Management Procedures gt General International Management Pro
82. en and run it Enter PERSONAL to open the My Banner menu Enter MENU to open the Banner menu no matter where you are Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 6 Tips and Tricks Other Navigation Shortcuts Topic Rollback Shortcut to calendar or calculator Queries Topic Enter exit query sequence Re executing a query Wildcards Tip Trick The Rollback function clears out the record and takes you back to the key block so you can take another snapshot from the database or enter another ID number Double clicking in a number or date field will display the calculator or calendar respectively Tip Trick You must always perform an Enter Query function before performing an Execute Query function Even if the form is blank when you access it you must ensure it is in Enter Query mode If you have not selected a record after your query and wish to execute another you can perform two Enter Query functions in a row and Banner will retrieve the last set of query criteria you executed The character _ represents a single character in your query while the character represents any number of continuous characters Banner Release 7 4 Getting Started Guide 6 3 6 Tips and Tricks Logging In Out Topic Tip Trick Enter login When logging in you can enter the username and password all information all on one line on one line For examp
83. entions Table of Contents Types of Forms Parts of a Form Elements on a Form Oracle Functions Used in Banner 2 All About Forms DidloS BOXES 2 eg ot A AAA e PCIE BOMCS a Sleek A 3 Getting Around Banner MAME tia ese ake a de BS ee Ae Se ce ee DIRE CE ACCESS acord ees ee es ae SEA Object seais Hk oh do Baad a So ees SI MaD ae ade ot ae Oa ee ew ok a he dc ee de TANG es os ee at as ee ee ee es a OpuonssMenUs 4 9 de A EE eS OOUONAVINGOW s os g 2 4 8 Gace dw ee amp RR ICONIC BUMONS 4 aio See Go me Se Fev ce RBA a eS Banner Release 7 4 Getting Started Guide WAG VICI AA a Eo we we a O Application Forms 24 E Validation Forms 0 0 2 000088 4 RUE FORMS 0 0 dar Bee we Gos de Rad ee ei CONTO FOS ls sra a a i ia QUER FORMS 0d pu EE A ae a MOUV FOS ca sud E rides e e o By A Wizard FONS e ea d a dd a whe wet ox Menit Bakas s wre te aw e 06 aoa bee as eh ee Se TODAS gt as oe ho A oe ee ee es TMS Ba a eet Gon da A a EO Ph A GS BOCK Ss an o gt ae ee ok oe a RE ey ee Se O PAULO AMG Ea os AS eS ee Hy Sh A She Ge Oe h DEALS ENE suis cards Ss ayy vo de wae Wah Be AE a a BUWONS a srana atid ok ee tee ee ee ee ee N CHECKBOX ES Sam E evi ld a Bead BO a B Oe Bae Radio BUON vo a 6 6b 2s dilate Sk See Scroll Bars 4 Lio ade oh Gow Goa ah ka ee PICIOS amp ys es eas nee cl eh ee te eee Records Rows and Columns 2 2 Pull Down Lists 2 5880508008 November 2006 Co
84. er form You cannot access them directly from the main menu with Direct Access or with Object Search Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 2 All About Forms Types of Forms Inquiry forms Use these forms to look up existing information often returning information to the calling form You can access these forms from the main menu from another form with Direct Access or with Object Search Wizard forms Use these forms to give step by step instructions for completing an application Validation rule and control forms are used to tailor Banner to your institution s procedural requirements when Banner is implemented You can make revisions with these forms any time if your security level permits Note Only Banner General uses all of the different form types Most products use only five or six Main Menu The main menu provides access to the menus forms jobs and QuickFlows in Banner and is used to navigate through Banner Refer to chapter 3 Getting Around Banner for instructions about using the main menu to navigate The main menu displays the Banner products in a familiar Windows style hierarchical folder structure Standard menus are delivered with Banner but your institution can reorganize and add menus to meet your specific needs Banner Release 7 4 Getting Started Guide 2 5 2 All About Forms Types of Forms File Edit Options Block Item Record Quer
85. eries 3 40 changing Banner colors main menu 5 15 changing Banner password November 2006 Confidential Index main menu 5 14 changing your alerts preferences 5 14 check box querying 3 29 use of 2 32 checkbox clearing 2 33 selecting 2 33 Clear Form function see Rollback function code description lookup 3 11 column 2 35 Comments button 2 31 Commit function see Save function Complete button 2 30 consulting services xiv contacting SunGard Higher Education xii control forms 2 11 conventions used in this manual typographical x Copy button 2 31 Count Hits function see Count Query Hits function Count Query Hits function 2 38 3 27 Customer Support Center xiii customizing Banner expanded menu 5 1 form names in navigation frame 5 12 main menu 5 13 My Banner 5 1 Options menu 5 12 title bar 5 12 D Data button 2 30 data extract 3 42 data format addresses 3 24 dates 3 25 IDs 3 24 names 3 24 dates century in queries 3 40 format of 3 25 in Job Submission 3 26 in queries 3 26 3 40 on reports 3 26 time stamp 3 41 description lookup 3 11 Detail button 2 30 dialog box 2 3 2 32 Direct Access 1 2 3 2 Banner Release 7 4 Getting Started Guide l 1 Index disabled field 2 34 Disapprove button 2 31 Display Navigation Window key 3 10 display only field 2 34 documentation distribution 1x electronic ix file naming conventions viii online ix related viii Documentation Bookshelf accessing a manual 4 13 indexes 4 13 se
86. etails with or without key data General Extract details with or without key data GJAPDEF GLAEXTR GLIEXTR GLISLCT GLIVRBL GUALETR GUAOPTM GUAPARA GUIMAIL SOAHOLD Human Resources Extract details with or without key data NBAPOSN NBIBHSC NBIBHSF NBIBHSP NBIBHSR NBIBTOT NBIPINC NBIPORG NBIWKSH NHIDIST NHIEDST NOIEMSG NTRAPTY NTRBROL NTRFBLD NTRPCLS NTRROUT NTRWKSH PDAFLEX PDIDLST PEAFDED PEALEAV PEAJACT Banner Release 7 4 Getting Started Guide Extract details only RCRDTSR Extract details only GJAJOBS GLIOBJT GOAADRL GOAFBPR GORDMCL GORDMSK GORFDMN GORFDPI GORFDPL GORFDTP GUAOBJS SLABORY SLQEVNT Extract details only NBAFISC NBQPOSN NTRAUSG NTRFINI NTRFRNG NTRHROL NTRSGRP PTRBCAT PTRCALN PTRETHN PTRSKIL PTRSKLV PTRUSER SLABORY SLQEVNT November 2006 Confidential November 2006 Confidential Extract details with or without key data PEAJFAC PEAPADV PEAXJOB PEIDTOT PEILHIS PHADSUM PHAMTIM PHATIME PHIDERR PHIETIM PHITTOT PTRBDCA PTREARN PTRECLS PTRSHFT PXAASCD SOAHOLD Student Extract details with or without key data SFAFAUD SFARCTT SFARGFE SFASLST SHACRSE SIAASGQ SOAHOLD SOAXREF SRASUMI 3 Getting Around Banner Extracting Banner Data to a Spreadsheet Extract details only Extract details only SFAREGQ SFAREGS SHACRMQ SHARQTC SHARQTS SLABORY SLQEVNT SMACACT SOAATRM SOACCOL SOILCUR SORCACT Your system administ
87. for all four character codes that end with AID 3 Click the Find button or press Enter Campus Validation ST4CAMP Click this field Enter your search criteria Find c Code Description Activity Date HE Charlottesville 24 JUN 1991 CE2 Central Campus Yale 19 MAR 2004 CEN Central Campus 19 MAR 2004 CP 19 MAR 2004 Banner Release 7 4 November 2006 3 14 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Entering Information To use a drill down search in an LOV or Search Results window In the LOV or Search Results window press the first character of your search string The list displays all codes that begin with that character Press the next character in the string The list displays all codes that begin with the two characters entered Keep adding characters to reduce the list of matches When you see the code you want double click it or press Enter The code is returned to the field OR When you have reduced the list to one match the code is automatically returned to the field Department Validation STYDEPT Start with a full list of values Find i for department codes Code Description Sys Req VR Mes 2210 General Engineering pad 2220 Chemical Engineering 2230 Chemistry 2240 ae ANN NASA 2950 Department Validation STVDERT bi 2255 2256 Findle Press the character E The list
88. g the Replace button to replace each occurrence OR To replace all occurrences of the string select the Replace All button 8 Respond to the dialog boxes if displayed to continue the search 9 Select the Cancel button on the Search Replace window 10 Select the OK button on the Help Text window 11 Select the Save function on the main window A dialog box appears 12 Select the OK button or press Enter Banner Documentation Bookshelf The Banner Documentation Bookshelf is an easy way to access Banner documents directly from your computer The Bookshelf includes both user and technical documentation Documents in the Bookshelf appear in PDF portable document format They look the same as the hard copy versions regardless of the computer you are using You can print any document locally The Bookshelf can be downloaded to a central location at your institution making it available for use by authorized users Your system administrator can use the Banner Documentation Bookshelf Getting Started Guide to set up the Bookshelf In addition to the system setup you must install Adobe Reader on your computer This software is freely available from Adobe and lets you read print and search the PDF files in the Bookshelf Once you know the location of the Bookshelf at your institution you can create a shortcut on your desktop to access it easily Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confi
89. hat has at least one enterable field If the previous block is in another window that window is opened See Previous Item Banner Release 7 4 Getting Started Guide 2 39 2 All About Forms Oracle Functions Used in Banner Previous Item Previous Record Rollback Save Scroll Down Scroll Up Select Show Keys Up arrow key 2 40 Moves the cursor to the previous enterable field in the current block Also referred to as Previous Field Moves the cursor to the first enterable field in the previous record and triggers any previous record logic coded into the form Previous Record is similar to Up with the addition of previous record logic Application and inquiry forms Clears all information except key information and returns you to the first enterable field in the key block If you enter changes and do not save them before trying to roll back you are prompted to save Validation forms Returns you to the first enterable field on the form Query forms Returns you to the first enterable field on the calling form Also referred to as Clear Form Saves all changes entered since the last time you saved Also referred to as Commit Scrolls down the list of multiple records putting the last displayed record near the top of the list Scrolls up the list of multiple records putting the first displayed record near the bottom of the list See Exit with Value Displays the Keys list which lists t
90. he form report job or table name is seven characters long If the identifier is two characters long the name is eight characters long Banner Release 7 4 November 2006 1 8 Getting Started Guide Confidential 2 All About Forms What Is a Form Chapter 2 All About Forms What Is a Form A form is an online document where you can enter and look up information in your database A form visually organizes information so it is easier to enter and read A Banner form is similar to a paper form except information is entered once and then used by other forms reports and jobs Forms can include windows wndow panes dialog boxes and alert boxes Windows A window is a framed portion of a form Just as some paper forms have multiple pages some Banner forms have multiple wndows The first wndow in a form is called the main wndow and is identified by the form name All other wndows in the form have their own unique names More than one window can be open at the same time The only limits are determined by the amount of memory installed on your system Not all wndows are the same size so you might see parts of more than one window at the same time This form has th ree Oracle Developer Forms Runtime Web olx File Edit Options Block Item Record Query Tools Window Help aaa FIORE IG IO IX open windows la Event Function GEAFUNC 7 1 s4b70 main window Event 40005 Y Wellington Advantage Winners System Student F
91. he functions and their equivalent keystrokes available in your environment for the current form window and field Moves the cursor to the first enterable field in the previous record moves you higher in a List of Values or moves you higher in a pull down list Up is similar to Previous Record without previous record logic Banner Release 7 4 November 2006 Getting Started Guide Confidential Chapter 3 3 Getting Around Banner Getting Around Banner Banner provides numerous ways to navigate through the system Main menu Direct Access Object Search Site map Tabs Options menu Option list Buttons Mouse Keyboard equivalents QuickFlow Last 10 forms in the File pull down menu You can select from a list of the menus forms jobs and QuickFlows in Banner You can access a menu form job or QuickFlow by its name You can access a form job or QuickFlow if you know part of its name description or type You can view a list of the top level menus and one level below them You can access windows on tabbed forms by selecting the tab You can access other forms windows and blocks related to the current form window and block You can right click on a form anywhere outside a field to display the Option list from which you can perform functions navigate to other parts of the form or add the form to your personal menu You can access another form or wndow related to the current reco
92. helps you enter update and view information in a data field For example you can use the editor to enter update and view Dynamic Help text on the Help Form GUAHELP Some data fields are actually longer than they appear on the form With the editor you can expand a data field to display a larger freeform window where it is easier to read or enter more data The size of the window depends on the defined length of the field Banner Release 7 4 Getting Started Guide 4 15 4 Features of Banner Using the Editor To expand a data field 1 Place the cursor in the field you want to expand 2 Select the Edit function A freeform window appears Note Some data fields have a Comment button that you can click to open the freeform window To select text 1 Click on one side of the text you 1 Use the arrow key to move to one want to select side of the text you want to select 2 Drag the cursor to the other side of 2 Hold down the Shift key as you use the text you want to select the arrow key to move to the other side of the text you want to select 3 Release the mouse button The The selected text is highlighted selected text is highlighted To insert text S S 1 Click where you want to insert the 1 Use the arrow key to move to where text you want to insert the text 2 Enter the new text 2 Enter the new text To replace text 1 Select the text you want to replace 2 Enter the new text The new text replaces
93. hen accessed this way the calendar works independently of any form or field You cannot select a date and return it to a form e Select Help gt Calendar When accessed this way the calendar works independently of any form or field You cannot select a date and return it to a form File Edit Options Block Item Record Query Tools Window Help AOR AGRE R PPI BSBA A IA IEA IAE IO IX Double click this field Recipient y Sender Date Time Y Message Z Source Reference ID Bd Item System A Complete Pending Hold Confidential Recipient v Sender Date E Time Message P Source Reference ID 2 Item System m Complete O Pending O Hold E Recipient Message Reference ID System O Complete Pending Hold m The calendar appears Double click any date on the calendar to return it to the Date field on the form November 2006 Banner Release 7 4 Confidential Getting Started Guide 4 1 4 Features of Banner Using the Calculator Using the Calculator Code z E a Calculator GUACALC rr Totals MS There are three ways to display the calculator e Double click any numeric field or click the Calculator button If the numeric field has a value the calculator shows that value You can use the mouse number keys on the keyboard or the numeric keypad if the NumLock is enabled to make calculations When you re done click the OK button to return the calculated val
94. information 3 28 time stamp 3 41 wildcards 3 30 query forms 2 12 Query menu 2 20 QuickFlow navigational tool 3 9 R radio button 2 33 record count 2 28 description of 2 35 inserting 3 23 Record menu 2 20 reports and processes naming conventions 1 6 printing online output 3 42 saving online output 3 42 viewing online output 3 42 response button 2 32 Rollback function 2 40 row 2 35 rule forms 2 10 S sample forms application form 2 8 control form 2 11 inquiry form 2 13 main menu 2 5 query form 2 12 rule form 2 10 validation form 2 9 wizard form 2 13 Save function 2 40 Saved Output Review Form GJIREVO 3 42 scroll bars horizontal 2 2 2 35 use of 2 33 vertical 2 34 2 35 Scroll Down function 2 40 Scroll Up function 2 40 Search button 2 30 Select function November 2006 Confidential Index see Exit with Value function Show Keys function 1 3 2 40 4 15 site map 3 4 Soundex search 3 22 spreadsheet data extracted to 3 42 SSN SIN TEN Alternate ID Search Form GUIALTT 3 21 starting Banner 1 1 status line contents of 2 28 Summary button 2 30 System Functions Administration forms General User Preferences Maintenance Form GUAUPRE 3 46 Help Form GUAHELP 4 7 My Banner Maintenance and Copy Form GUTPMNU 5 1 My Banner Maintenance Form GUAPMNU 5 1 SSN SIN TEN Alternate ID Search Form GUIALIT 3 21 T tables naming conventions 1 6 Tabs 3 4 text copying 4 16 cutting 4 17 deleting 4 17
95. ing Started Guide 3 27 3 Getting Around Banner Querying Information Make sure the form is in query mode Select Execute Query To query information 1 Access the form you want to query 2 Ifthe form opens in query mode Enter Query is in the status line go directly to step 3 If the form does not open in query mode Enter Query is not in the status line select the Enter Query function 3 Enter the search criteria You can query information in any field that you can access You can use the Oracle wildcards and _ Capitalization matters Data is matched against the search criteria exactly as you enter them 4 Select the Execute Query function The form displays all records that match the search criteria ZIP or Postal Code City State or Province County Nati o gt gt 3 lt lt o a er m The form displays all matching records A es Ea ee Enter the search criteria os A A eee ll a MS A O A EOI FAN O O AO ia A AAA A E U E A y ee Ee aS ee Es gt VI PAN i E a AAA A eee ta El ka SS SO ded U E iia A A o E eT E a ae A R State or eS iba Carolina Ra 03 MAR 2004 Cambridge Mma 03 MAR 2004 California PA 11 JAN 1995 Cape Girardeau mo 11 JAN 1995 l oe m 2 ESAs emi a 3 28 To change your search criteria and re query Use these steps after yo
96. istics and validation requirements of the parameters for Desktop Tools Add In Validation Form GTYDA the report or process Optionally you can establish system level Desktop Tools Step Property Validation Form defaults Desktop Tools Step Property Values Rule Form zf E 3 For narameters that cannot he validated hv an existinn E 7 o O Accessing the Help Center If you want information about forms and tasks for another Banner product use the Help Center link which is available from the main menu of Banner or from anywhere within the help system From the Main Menu Products Menu Site Mag Help Center My Links From Within the Help System Banner Help Center General Procedures Job Submission Procedures Job Submission Procedures Reports and Processes Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 4 Features of Banner Using Help From either the main menu or within the help system the Help Center appears 3 Banner Help Center Microsoft Internet Explorer A Xx File Edit View Favorites Tools Help A Q ack Me x B A J Search 5 Favorites a gt X Lad r rel I3 Py SUNGARD HIGHER EDUCATION Banner Help Center Accounts Receivable General Advancement Human Resources Student Finance Financial Aid BXS SunGard Higher Education 2006 All rights reserved The unauthorized posses
97. le Username rsmith yourpassword instead of Username rsmith Password yourpassword Note If you enter your password in the Username field along with your name your password will be visible Enter EXIT to Enter EXIT in the Go To field on the main menu to end your quit Banner Banner session Eliminateextra Clear the Prompt Before Exiting Banner check box on the prompt before Display Options tab of GUAUPRF to eliminate the extra message exiting that verifies whether you want to quit prior to ending your Banner session Error Messages Topic Tip Trick GUAERRM If the Banner Error Messages Form GUAERRM appears then appears the error resulted from an API This information can be helpful when trying to resolve the error with your system administrator Banner Release 7 4 November 2006 6 4 Getting Started Guide Confidential November 2006 Confidential Miscellaneous Topic Names are formatted differently across Banner products Quick and easy pie chart Best information about new functionality 6 Tips and Tricks Tip Trick Names in the Name fields on Banner forms may be formatted differently across Banner products This is due to different functional areas at your institution having different needs for displaying and working with name data Go from a Banner form to a pie chart in four mouse clicks From the Help pull down menu on the main menu choose the Extract Data No Key option to create a csv file
98. lected item highlighted value appears in the field Oracle Functions Used in Banner November 2006 Confidential Click the desired item The selected 2 All About Forms Oracle Functions Used in Banner Select the Next Item function to move to the pull down list Press the Alt and down arrow keys simultaneously to display the entire pull down list with the currently selected item highlighted OR Press the down arrow key to scroll through the list items one at a time Use the arrow keys to move to the desired item OR Type a character to highlight the next item that begins with that character For example to choose Inactive type I If more than one item starts with then the first item that starts with Zis selected Continue to press until the correct choice appears Press Enter The selected value appears in the field Oracle functions trigger actions within a form The following list describes the Oracle functions commonly used in Banner For more complete technical descriptions refer to your Oracle documentation Note Banner sometimes redefines the standard Oracle functions to perform other functions For example Count Query Hits often calls another form Use the Show Keys function to list the functions defined for the current form window or field Banner Release 7 4 Getting Started Guide 2 37 2 All About Forms Oracle Functions Used in Banner 2 38 Cancel Clear Form Commit
99. lection 3 To reset the results to include all select the radio button Both To reduce search based on additional criteria 1 Add additional search criteria in any combination of the fields City State or Province ZIP or Postal Code Name Type SSN SIN TIN Birth Date Gender 2 Click the Reduce Search button Banner Release 7 4 Getting Started Guide 3 33 3 Getting Around Banner Querying Information To clear a data from a previous search or to enter a new query 1 Click the Clear Search button To close the extended search window L Click the Xin the upper right hand corner of the window or use the keystrokes to perform Clear Form To enter current identification data for a person 1 10 11 12 3 34 Access an Identification Form IDEN Enter the ID Note If Common Matching is enabled for you you will be directed to the Common Matching Entry Form GOAMTCH where you can enter information for the new ID and check for matches Save the record The ID and associated name are displayed in the key block Go to the Current Identification tab Note If the person currently has a record in Banner the system copies the identification information and automatically places it into the fields in the current identification block Complete the remaining fields following the directions below Enter the person s Name Type Enter the person s SSN TIN SIN This field is available on FOAI
100. les are located file extension pdx They are in the folder named _indexXx where X is the release number This folder is Banner Release 7 4 Getting Started Guide 4 13 4 Features of Banner Using Help 4 14 located in the same folder as the Bookshelf files Check with your data center personnel if necessary 2 Open the Bookshelf 3 Select Search Indexes in the left pane The Index Selection window appears with a list of the currently attached indexes 4 Click the Add button The Add Index window appears 5 Select the index you want to attach You may have to change directories to find it 6 Click the Open button The selected index is added to the Index Selection window 7 Repeat steps 4 through 6 for each index you want to add 8 Click the OK button in the Index Selection window To search for information Note Adobe Reader must be loaded on your computer 1 Open the Bookshelf 2 Click the Search button in the Acrobat toolbar or select Search Query in the left pane The Adobe Acrobat Search window opens 3 Enter the text you want to find 4 Click the Indexes button The Index Selection wndow appears 5 Select the manuals you want to search 6 Click the OK button in the Index Selection window The Index Selection window closes 7 Click the Search button in the Adobe Acrobat Search window If one file contains the requested text the file appears T his procedure ends OR If more than one file co
101. luded in the count once To review additional information about the persons in the search result set Click the Person Search Detail Icon The Person Search form will open The form that is called will vary by Banner product For example if the searching is being performed on a Student form such as SPAIDEN the SOIDEN form will open An ID can be selected on this form If the ID is selected you will be returned to the original form and this ID will display in the keyblock If no ID is selected when you exit this form you will return to the keyblock of the original form The extended search window will not redisplay automatically To review additional information about the non persons tn the search result set Click the Non Person Search Detail icon The Non Person Search form will open The form that is called will vary by Banner product For example 1f the searching is being performed on a Student form such as SPAIDEN the SOACOMP form will open An ID can be selected on this form If the ID is selected you will be returned to the original form and this ID will display in the keyblock If no ID is selected when you exit this form you will return to the keyblock of the original form The extended search window will not redisplay automatically To reduce the search to person or non person 1 Click the radio button for person or non person 2 The results will be updated to included only persons or non persons depending on your se
102. m the key block included Once in a spreadsheet you can easily make graphs and reports for the data Availability of the Extract Feature SunGard Higher Education delivers the extract feature on all validation forms and also on a limited number of rule application and inquiry forms where the feature has been tested This feature has been tested on the following non validation forms Banner Release 7 4 November 2006 Getting Started Guide Confidential Accounts Receivable Extract details with or without key data TFADETL TGIACCD TSASBRL Advancement Extract details with or without key data AGCDESG AGCGADJ AGCGIFT AGCPAD AGCPLDG ADAGIFT APACLUB APACOMB APAEXRS APAFHIS APAIGRP SOAHOLD Finance Extract details with or without key data FGITBAL FIASPND FOATEXT FRABUDP FRIBUDT FRIBUTG FRIEVNG FRIEVNP FRIGSUM SOAHOLD Banner Release 7 4 Getting Started Guide 3 Getting Around Banner Extracting Banner Data to a Spreadsheet Extract details only TGACPSV TSAAREV Extract details only AAAMBDP AAAMBRL AFCCAMP AGAADJR AGACTRL AGAMGIF AMCSTGY APAACTY APADCDP APAGHIS ASCSORG AUAIGRP SLABORY SLQEVNT Extract details only FEREDIC FFAFDEL FFASYSC FGIBAVL FGIBDST FOA1099 FOASYSC FRIBUDG FRIBUDP FRIGRNT FRIPROP FIMACCI FIMACCT FIMACTV FTMCOAS FTMLOCN SLABORY SLQEVNT 3 43 3 Getting Around Banner Extracting Banner Data to a Spreadsheet 3 44 Financial Aid Extract d
103. ms Query forms are used to look up existing information often returning information to the calling form You must access a query form from another form You cannot access 1t directly from the main menu with Direct Access or with Object Search Room Campus Status Gender at Last Name First Name E Building Gi ea hh MM e ee eee ee eee e E a EE IA E AAA ER LA A AAA E Y A AAA E IA LS ee O a eee ee eee CO JSL JLC E eee A A AA O E IAS IS EL O MA ee ee ee eee RA lS CL JCH JUCeHJLI WwW OU E AS del Y AAA a Enter a query press F8 to execute Ctrl to cancel 1 The Dorm Room Query Form SLARUSE is an example of a query form Banner Release 7 4 November 2006 2 12 Getting Started Guide Confidential November 2006 Confidential 2 All About Forms Types of Forms Inquiry Forms Inquiry forms are used to look up existing information often returning information to the calling form You can access an inquiry form from the main menu from another form with Direct Access or with Object Search gt Oracle Developer Forms Runtime Web O x File Edit Options Block Item Record Query Tools Window Help BOB AGRE R SP PIiSSRi a S BRI SRi amp 141O 1xX Event al System Function v Fee Status RSVP v Menu Guest Indicator Has Guest Invitee Guest Indicator 1nyitee Attended Indicator Attended Has No Guest Guest Did Not Attend Count No Guest Criteria Both No Attendance
104. n criteria Change if necessary 3 Select the Edit button or the Next Block function The Help Text window shows help text for the requested item Banner Release 7 4 Getting Started Guide November 2006 Confidential November 2006 Confidential 4 Features of Banner Using Help To override the defaults and access Dynamic Help for another item I Access Dynamic Help in either query mode or edit mode The default selection criteria on the Help Form GUAHELP indicate Local Dynamic Help for the current field To access help text for another form choose the Form radio button and enter the form name OR To access help text for another block choose the Block radio button and enter the form and block names OR To access help text for another field choose the Field radio button and enter the form block and field names Select the radio button for the type of Dynamic Help you want to access Banner Dynamic Help or Local Dynamic Help Select the Display button query mode Edit button edit mode or Next Block function The Help Text window shows help text for the requested item To choose a block or field name from an LOV Use these steps if you don t know the block or field name of the Dynamic Help you want to display You can display an LOV that lists all the blocks or fields on the form that have Dynamic Help If you display Banner Dynamic Help the LOV shows internal item names If you display Local D
105. n query mode usually because a large number of records would have to be retrieved When a form opens in query mode Enter Query appears in the status line You can immediately specify search criteria to narrow the search If a form does not open in query mode you must put the form into query mode before you can enter search criteria Query Functions Use the following functions to perform queries Enter Execute Last Criteria Exit or Cancel Count Query Hits Fetch Next Set November 2006 Confidential Puts the form into query mode so you can enter search criteria to see what information is already in the database Enter Query appears in the status line Searches the database and displays the first set of records that match your search criteria This function is enabled only if you are in query mode Enters the criteria from your last search You can change any of the criteria This function is enabled only if you are in query mode Cancels the query and takes the form out of query mode Note If you aren t in query mode the Cancel Query button on the toolbar exits you from the form Counts the number of records that match the search criteria and displays that number in the auto hint Replaces the current set of displayed records with the next set of records if more records match the search criteria than fit in the window This function is enabled only if you are in query mode Banner Release 7 4 Gett
106. nance forms List of open windows on the Window pull down menu To display or hide form names Access the General User Preferences Maintenance Form GUAUPRE Choose the Display Options tab Check the Display Form Name on Title Bar check box to display the form name or clear the check box to hide it Save Exit the form Note A change to this display option as well as to the release number or database instance occurs immediately You do not need to exit Banner However if you change any other display options you must exit and restart Banner to see the changes Banner Release 7 4 November 2006 Getting Started Guide Confidential 5 Customization Customizing Banner Customizing the Main Menu You can customize the Banner main menu in several ways e Specify the default expanded menu that appears when you log in e Create My Links for frequently used Banner objects or external web sites Note Changes to Banner colors will not appear on the main menu until you log out and log back in Default Expanded Menu The Banner main menu appears when you first access Banner You can change the default product menu that is expanded to suit your personal preference To specify the default expanded menu l Access the General User Preference Maintenance Form GUAUPRE 2 Choose the Menu Options tab 3 In the User Default field enter the name of the menu that you want as the default or click the Search button to search for
107. nction Participant Form GEAPART uses both person and nonperson IDs to identify participants in a function There are several ways to enter an ID November 2006 Confidential Enter a complete ID Enter a complete name Search by partial ID Search by partial name Banner Release 7 4 Getting Started Guide 3 Getting Around Banner Entering Information e Search by SSN U S SIN Canada TFN entities or birth date e Use a product specific search form e Search by the pattern of characters in the name Oracle Soundex To enter a complete ID 1 Enter the full ID for example 2314780 in the ID field 2 Press Enter The ID and name appear To enter a complete name 1 Make sure the ID field is blank 2 Tab to the Name field unlabeled field next to the ID field 3 Enter the full name The format is last first middle with a comma between each part of the name Spaces between each piece are optional Characters can be upper or lower case You get the same results whether you enter upper or lower case letters Examples Smith Thomas James Smith Thomas no middle name 4 Press Enter e If one match is found the ID and name are returned to the form e If more than one match is found the ID and Name Extended Search window appears You can select an ID see To select an ID from the ID and Name Extended Search window reduce your search see To reduce your search in the ID and Name Extended
108. nd focus their attention on learning to use Banner The Centers also offer an ideal opportunity to interact with colleagues from other installations compare notes on implementations and share information The SunGard Higher Education Education Center courses are led by seasoned SunGard Higher Education professional service consultants Participants receive detailed training on each specific module They are also provided with SunGard Higher Education Professional Services training materials that can be used for internal training upon their return to their respective institutions Each class is conducted as a hands on training session Classes covering each module of the Higher Education Banner series are available on a regularly scheduled basis SunGard Higher Education Education Centers are located in Malvern PA Rochester NY San Diego CA Salt Lake City UT Toronto Canada Altrincham UK Consulting Modification Services XIV SunGard Higher Education offers several Banner short and long term consulting and custom system modification services Your institution s SunGard Account Representative will work with you to determine a package of support services that meets your needs Banner Release 7 4 November 2006 Getting Started Guide Contidential Chapter 1 1 Overview Introduction Overview Introduction Starting Banner November 2006 Confidential This handbook describes the basic features of the Banner System Le
109. ndicate Local Dynamic Help for the field where the cursor is located Banner internal item names identify the current form block and field You can override the defaults and access help text for another form block or field For Local Dynamic Help you can create block and field names that make sense to your institution Banner does not define the names Once you create a name you must always use that name to access Local Dynamic Help for the item SunGard Higher Education recommends that you use the Banner defined names for all your Banner delivered forms To access Dynamic Help in query mode 1 Press Shift and double click a field 1 Select Help gt Dynamic Help Query The Help Form GUAHELP The Help Form GUAHELP appears The default selection appears The default selection criteria indicate Local Dynamic criteria indicate Local Dynamic Help for the field you clicked Help for the current field 2 Verify the default selection criteria 2 Verify the default selection criteria Change if necessary Change if necessary 3 Click the Display button The Help 3 Select the Next Block function The Text window shows help text for the requested item To access Dynamic Help in edit mode Help Text window shows help text for the requested item 1 Select Help gt Dynamic Help Edit The Help Form GUAHELP appears The default selection criteria indicate Local Dynamic Help for the current field 2 Verify the default selectio
110. nfidential Table of Contents COUNCIL OW a uu a e os de sda O E Ge de a da 3 9 Last 10 Forms in the File Pull Down Menu e e 3 10 Display Navigation Window Key o o ee ee eee 3 10 Ente nn NORD o A oe Fee GR At dd io ce gh daa 3 10 Entering Information Into Validated Fields 3 11 Entering Information From Another Form 2 2 00004 3 16 ERENTO A DE e es Aste Bes a ee ee ee ee aes Ge A ee ev eo a 3 17 Inserting New RECOS mita e g cd o a He A a a i a A 3 23 Data Format Recommendations o eee 3 23 AVOIG Special Characters sanalari YR Bol we aa Bee A SS eee de e s 3 26 Quenias IMTORMIAUOMY lt a eee E Ue ae Boe Ee A A 3 27 UE RUMIGHOMG qe Hi ad easy oe Bs ae Wee rs Oh Ge Ge ee lo 3 27 WWA CAROS eb a Boe Be He Sra A SS SE A Se Ee Se 3 30 Extended Queries 3 30 Extended ID and Name Searching 0002 eae 3 32 Date LOUT G cavar se hee a ae coe wale cae ee Ee we es ee et ee 3 40 Viewing Job Submission Output a a a aa a 3 41 Extracting Banner Data to a Spreadsheet o aa a a e eo 3 42 Availability of the Extract Feature oaoa a 3 42 Extracting Data ecne o AAA A es 3 46 4 Features of Banner USE SCA lena end ee pa dee ds a SE OE Se as ba lb ee A 4 1 Wsing tie Calu a 4 4 asi eo ae a asa AA 4 2 Use FCD a 2 gt seo id ee ERA 4 2 Online HE Dr a3 2 pd ae Bins Ae A AA 4 3 LocalDmamio Help uf a 42 28 amp dhe bee ae ean ee ey ee ee GR
111. ng Started Guide a how to manual directing the installation and maintenance of the Bookshelf General Release Guide a document containing notes about a release of the product including descriptions of the enhancements and other modifications in the new release GTVSDAX Handbook a user technical reference manual describing the setup and use of the Crosswalk Validation Form GIVSDAX which is used with the Object Access views General Upgrade Guide a technical guide to support your institution s conversion to the newest release API an Application Program Interface provides an overview documents the parameters and describes the logic of fundamental business units of Banner API Developer s Guide a developer s guide that describes the proper treatment of APIs in the Banner system ERDs Entity Relationship Diagrams provide documents and schematics that show the interrelationship between different database tables in Banner SunGard Higher Education Documentation File Naming Conventions SunGard Higher Education uses similar naming conventions to create the file name of every document delivered in electronic format This section describes the components of this name The PDF file names for most electronic documents generated from Banner use the following naming convention Product Identifier five digit Release Identifier Manual Type Identifier The Release Identifier uses five digits to accommodate products that distri
112. ng of characters 1 Access Dynamic Help in query mode or in edit mode The default selection criteria on the Help Form GUAHELP indicate Local Dynamic Help for the current field 2 Verify the default selection criteria Change if necessary 3 Select the Edit button edit mode Display button query mode or Next block function The Help Text window appears 4 Select the Search button The Search Replace window appears 5 Enter the search string in the Search for field 6 Select the Search button The Help Text window displays the area that contains the first occurrence of the search string 7 Optional Continue selecting the Search button to find the next occurrence of the string To replace a string of characters 1 Select Help gt Dynamic Help Edit The Help Form GUAHELP appears The default selection criteria indicate Local Dynamic Help for the current field Note You must access GUAHELP in edit mode Banner Release 7 4 Getting Started Guide 4 11 4 Features of Banner Using Help 4 12 2 Verify the default selection criteria Change if necessary 3 Select the Edit button or the Next block function The Help Text window appears 4 Select the Search button The Search Replace window appears 5 Enter the search string in the Search for field 6 Enter the replacement string in the Replace with field 7 To replace the next occurrence of the string select the Replace button You can continue clickin
113. nner General Technical Reference Manual Turns the SQL Trace feature off SQL Trace is a tool that helps your technical support staff track performance issues that need to be resolved Refer to the Banner General Technical Reference Manual This cost based optimization mode is recommended for testing batch processing Rather than immediately populating the cursor this option optimizes the query to get the best time for the entire results set to be displayed Because of this it is a good option for batch processing rather than online processing Note You must be connected to an Oracle10g database in order to use this option Warning Changing optimization modes mid session may cause your results to be invalid due to cached data from previous queries SunGard Higher Education recommends that you exit and re enter Banner if want to change optimization modes This cost based optimization mode optimizes the query to get the first set of rows as quickly as possible It is useful for online processing DBAs can configure how many rows will be defined as the first rows for example 1 100 1000 Note You must be connected to an Oraclel0g database in order to use this option Warning Changing optimization modes mid session may cause your results to be invalid due to cached data from previous queries SunGard Higher Education recommends that you exit and re enter Banner if want to change optimization modes Banner Release 7 4 Get
114. ns in chapter 2 for a more detailed description of iconic buttons To select an iconic button S 1 Click the button 1l Select the Next Item function until you reach the field that has the 2 Ifan Option List appears click the button desired option 2 Read the auto hint and select the Otherwise the form or window equivalent function A field may appears automatically have more than one option Mouse You can use the mouse to navigate to an enterable field record block or window that is currently displayed You can access fields in any order You can also use the mouse to click buttons Keyboard Equivalents You can use the keyboard equivalents of Oracle functions to access a form window block or field To access a form with keyboard equivalents 1 Read the auto hint message to determine whether a redefined Oracle function lets you navigate to another form Count Query Hits Duplicate Item Duplicate Record Exit with Value and List are the most commonly redefined functions 2 Ifa redefined function is available use Show Keys to find the keyboard equivalent for the redefined function 3 Use the keyboard equivalent to access the form To access a window or block with keyboard equivalents Use the keyboard equivalents for Next Block and Previous Block to move among blocks If the next previous block is in another window these keys take you to another window Banner Release 7 4 November 2006 Get
115. ntains the requested text the Search Results wndow appears with a list of the files that contain the requested text Continue with step 8 8 Select the file you want to display 9 Click the View button The selected file appears Banner Release 7 4 November 2006 Getting Started Guide Confidential Using the Editor November 2006 Confidential 4 Features of Banner Using the Editor Help Item Properties Help Item Properties lists all the properties of the current field For example you can find its internal database name whether it is queryable whether it is required type of data character or numeric maximum length and minimum and maximum values See your Oracle documentation for information on each item property To display Help Item Properties for a field 1 Place the cursor in the field 2 Select the Help Item Properties function Show Keys Show Keys lists the Oracle functions and associated keystrokes available in your environment for the current field window and form Specific keystrokes for a function depend on your environment To display Show Keys Select the Show Keys function Auto Hint The auto hint at the bottom of the form can contain the following information for the field where the cursor is located e Brief field description e Error and processing messages e Keyboard equivalents if you can access other blocks windows or forms from the field The editor is a tool that
116. of a Form Displays the Direct Access Form GUAPARM which is used to access a form by its name See Direct Access in chapter 3 Displays the Object Search Form GUIOBJS which is used to search for a menu form job or QuickFlow with part of the name description or type See Object Search in chapter 3 Displays the QuickFlow Form GUAQFLW which is used to access a QuickFlow See QuickFlow in chapter 3 Returns you to the calling form and enters the selected value into the field that called the form Application and inquiry forms Clears all information except key information and returns you to the first enterable field in the key block Validation forms Returns you to the first enterable field on the form Query forms Returns you to the first enterable field on the calling form Saves all changes entered since the last time you saved Clears the message line Prints the current window with the date and time in the title bar Forms and windows Exits you from the form or window Main menu Exits you from Banner Query mode Cancels the query and takes the form out of query mode Exits you from a QuickFlow Banner Release 7 4 Getting Started Guide 2 17 2 All About Forms Parts of a Form Preferences Displays the General User Preferences Maintenance Form GUAUPRF which is used to customize Banner for individual users See Title Bar Display Options Displayed Form Names and Customized Main Men
117. of form 2 Oracle Developer Forms Runtime Web SE x File Edit Options Block Item Record Query Tools Window Help aw Fe ee eee X Ya Letter Process GUALETR 7 0 s4b70 Letter ADM_APPL_ACKN Admissions Application Ackn Paragraph Description Comment Sequence y Table for Recruiting Letter Tableto Indent Institution Name and Signature Variable E S NEWPAGE New page for letter Start each letter at new page 2 HEADDTE Letter Date Prints current date on left side of page FRMADDR Formal Name Address amp Sal Prints the formal name with prefix and suffix full address and salutation ADMACKL Admissions Application Ackl Admissions Application Acknowledgement including missing Checklist Items if any Signature block Prints Sincerely name and title for initials used with letter Enclosures Paragraph E s Os E E E B B O Gi GI B Paragraph Code press LIST for codes COUNT HITS Paragraph DUPITEM Letter Record 1 7 Listof alu lt 08C gt The Letter Process Form GUALETR is an example of an application form Banner Release 7 4 November 2006 2 8 Getting Started Guide Confidential November 2006 Confidential 2 All About Forms Types of Forms Validation Forms Validation forms are used to define the values that can be entered in specific fields on application forms These values make up a field s List of Values LOV Banner uses LOVs to valida
118. of unspecified characters Examples Enter smith J to search for all IDs with the last name Smith and first names that start with J Enter mag p to search for all IDs with last names that start with Mag and first names that start with P Enter Barbara to search for all IDs with the first name Barbara Press Enter e If one match is found the ID and name are returned to the form e If more than one match is found the ID and Name Extended Search window appears You can select an ID see To select an ID from the ID and Name Extended Search window in this chapter reduce your search see To reduce your search in the ID and Name Extended Search window in this chapter or access a product specific search form see To access a search form from the ID and Name Extended Search window in this chapter To select an ID from the ID and Name Extended Search window Use these steps when you search by ID or name and multiple matches are displayed on the ID and Name Extended Search window Pull down the list of matches in the Search Results field Note Previous names and IDs are indented under the current name and ID Scroll to the desired name and ID Click the desired name and ID The ID and name are returned to the form Banner Release 7 4 Getting Started Guide 3 19 3 Getting Around Banner Entering Information 3 20 To reduce your search in the ID and Name Extended Search
119. on Information on the form is cleared Your original search criteria remain at the top of the form OR To discard the current search and start over click the Start a New Query button Information on the form is cleared 5 Enter your search criteria in any fields on the form If you enter a partial field value as a search criteria use Oracle wildcards Use the symbol to represent any number of unspecified characters Use the Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Entering Information symbol _ to represent one occurrence of an unspecified character You can use both wildcards in the same search string 6 Verify the Case Sensitive Query radio buttons Change if necessary 7 Select the Execute Query function The form shows all IDs with matching information 8 Scroll to the desired ID 9 Double click the desired ID The ID and name are returned to the calling form To search by SSN U S SIN Canada TEN entities or birth date ID fields on some forms allow you to go to the SSN SIN TEN Alternate ID Search Form GUIALTTI and search for an ID by SSN SIN TFN or birth date 1 Click the Search button next to the ID field on a form An Option List appears 2 Select the alternate ID search option The SSN SIN TFN Alternate ID Search Form GUIALTT opens in query mode Note Other available search options depend on the specific fo
120. on lookup in this field You can however search by selecting the Search button and then performing your search on GUIOBJS To use Object Search 1 Double click the Go To field on the main menu You can also use the Search button OR Select File gt Object Search from any form OR Select Help gt List on the Object field on menu maintenance forms Make sure your cursor is in the Object field for the menu you are building and not for the list of all objects that you pick from 2 Enter your search criteria on the Object Search Form GUIOBJS You can use any or all of the Name Description and Type fields You can use the Oracle wildcards and _ See Wildcards in this chapter 3 Select the Execute Query function A list of all matches appears 4 Scroll to the desired name 5 Double click the desired name or click the Start button Banner Release 7 4 Getting Started Guide 3 3 3 Getting Around Banner Note You can use the up and down arrow keys within the Go To field to scroll through forms that you have previously accessed in the Banner session Press Enter to go to that form Site Map The site map appears on a separate page accessible by selecting the Site Map link on the main menu It lists the top level menus in your installation and one level below them There are no fields on it only links to the various menus and forms My Banner Empty Select to build Student Course Catalog Class Sche
121. on to vertical or left right horizontal move to one of the fields controlled by the scroll bar OR 2 To move up and down vertical Click the arrow at either end of the scroll scroll bar select the Next Record bar The scroll box moves in the or Previous Record function direction of the arrow OR OR To move left and right horizontal Click anywhere in the scroll bar The pace paleo me ACON i Previous Item function scroll box moves between the previous location and where you click Fields Fields are areas on a form where you can enter query change and display specific information A field is sometimes called an item This is the case in the names of the functions Next Item Previous Item and Duplicate Item The following terms describe a field Date E e Enabled You can put the cursor in the field Information in the field appears Source in black text Item r ams o Disabled You cannot put the cursor in the field Information if it exists appears in black text the same as enabled fields Your site administrator may choose to change the color of disabled text for your site Refer to the Banner Middle Tier Implementation Guide for more information e Enterable You can enter information in the field The field is usually enabled In certain situations however 1t may be disabled e Display only You cannot enter information in the field Banner Release 7 4 November 2006 2 34 Getting
122. on which the data was entered 1 Access an Identification Form IDEN 2 Enter the ID of the non person you are identifying 3 Verify that the non person s name has been entered on the main window on the Current Identification tab 4 Review the data in the ID and Name Source block To determine who entered the alternate name ID of a non person and the form on which the data was entered 1 Access an Identification Form IDEN 2 Enter the ID of the non person you are identifying 3 Verify that the non person s name has been entered on the main window on the Current Identification tab 4 Go to the Alternate Identification tab 5 Review the data in the Origin User Activity Date Create User and Create Date fields Date Queries Date queries require special care Centuries in the Year You must specify all four digits for a year when you query on a date field For example enter 26 JUN 2002 not 26 JUN 02 If you omit the century zeros are Banner Release 7 4 November 2006 Getting Started Guide Confidential 3 Getting Around Banner Viewing Job Submission Output entered for the century In this example if you enter 26 JUN 02 Banner expands the date to 26 JUNE 0002 not 26 JUN 2002 Dates and Time Stamps Banner stores most dates with a time stamp You don t see the time stamp but it s part of the date record and can affect the results of a query When you include a date in your query criteria Banne
123. ontents index and a search feature More information about Online Help can be found in this document Dynamic Help Local Dynamic Help and Item Properties still exist and can be used to enter custom documentation They also display column information when available Typographical Conventions Used in this Documentation Special formatting is used in this document to enhance the meaning of various words You will see italics bold and monospace The meanings and examples of these conventions listed below show how they are used Italics Italics identifies text when it is emphasized an error message exists or document appears or the text represents a value See the following examples Reason Example Emphasis For this release Workflow has been removed from Banner menus and form descriptions to more accurately reflect the functionality of these forms Error Message The message was WARNING Dynamic parms exist at the Application level or Variable level that are not compiled into the selection ID s You should recompile the selection ID s New parms are amp SAISUSR_NAME Document For details please refer to Section 1 User Interface Enhancements of the Web General 6 1 Release Guide Banner Release 7 4 November 2006 Getting Started Guide Confidential Preface Typographical Conventions Used in this Documentation Reason Example Value With this release disabled text is black The text has the following codes R
124. operties in chapter 4 Displays the Keys list which lists the functions and their equivalent keystrokes available in your environment for the current form window and field See Show Keys in chapter 4 Displays the List of Values LOV for the current field 1f List of Values appears in the status line See Entering Information Into Validated Fields in chapter 3 If an Oracle error occurs displays the code that is in error If the cursor is in an ID field displays the image associated with the ID if available Displays the calendar See Using the Calendar in chapter 4 Displays the calculator See Using the Calculator in chapter 4 Extracts Banner data for the current block with key data to a spreadsheet See Extracting Banner Data to a Spreadsheet in chapter 3 Extracts Banner data for the current block without key data toa spreadsheet See Extracting Banner Data to a Spreadsheet in chapter 3 This sub menu provides access to SQL Trace optimization mode and database reconnection features November 2006 Confidential Banner Release 7 4 Getting Started Guide Turn SQL Trace On Turn SQL Trace Off Set Query Optimizer to All Rows Set Query Optimizer to First Rows November 2006 Confidential 2 All About Forms Parts of a Form Turns the SQL Trace feature on SQL Trace is a tool that helps your technical support staff track performance issues that need to be resolved Refer to the Ba
125. or Username Password a Enter your full name the institution you are representing your role at the institution and your phone number in the body of the message d Select Submit SunGard Higher Education will verify your information as a new user and send a confirmation e mail message when the Customer Support Center account has been set up and you are registered Within the Customer Support Center you can take advantage of the following online functions e Search through SunGard Higher Education Solutions FAQs documentation downloads defects or Request for Product Enhancements RPEs e Obtain the latest software updates and patches e Access the complete SunGard Higher Education documentation library e View update and track support for SunGard Higher Education products as Service Requests e Submit and track the status of product defects and RPEs e Review your institution s products contact information entitlements and download history November 2006 Banner Release 7 4 Confidential Getting Started Guide xiii Preface SunGard Higher Education Education Centers SunGard Higher Education Education Centers SunGard Higher Education s Education Centers provide a centralized location for training on the entire Banner series of systems and on various other products including Oracle The Education Centers provide an environment where SunGard Higher Education clients can leave behind daily office responsibilities a
126. ords on the form Select one of the following options from the Help pull down menu e Extract Data with Key to extract key data and data in the current block e Extract Data No Key to extract data in the current block only Extracted data is displayed in a browser window or you are prompted to save the output file depending on which option is specified on the General User Preferences Maintenance Form GUAUPRF Tip To save the data from your browser window to a file use Internet Explorer s File gt Save As option to save the extracted data to a local directory as a txt file Then rename the file as a csv file OR For Netscsape use the browser s File gt Save As option to save the extracted data to a local directory as a csv file Banner Release 7 4 Getting Started Guide 3 47 3 Getting Around Banner Extracting Banner Data to a Spreadsheet This page intentionally left blank Banner Release 7 4 November 2006 3 48 Getting Started Guide Confidential 4 Features of Banner Using the Calendar Chapter 4 Features of Banner Using the Calendar There are three ways to display the calendar e Double click any date field or click the Calendar button If the date field has a value the calendar highlights that date If the date field is empty the calendar highlights the current date You can double click a date on the calendar to return it to the calling form e Use Direct Access to display the Calendar Form GUACALN W
127. pplication Inquiry rsazogs 1098 T Tax Information 2 GUAUPRF FTMITYP 1099 Income Type Code Maintenance hoO FAA1099 1099 Reporting CO FOA1099 1099 MISC Magnetic Tape Transmitter D Px41099 1099 R PTV1099 1099 R Distribution Code Validation f f gt If you know the object s name enter the object name in a blank Name field and press Enter Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 5 Customization Customizing Banner To query objects and add to My Banner Use these steps to reduce the list of object names in the left pane You can add any or all of the matches to My Banner 1 Access the My Banner Maintenance Form GUAPMNU 2 Use the pull down list above the left pane to select the object type you want to query 3 Place the cursor in the left pane 4 Select the Enter Query function The object list disappears 5 Enter the search criteria You can use the Oracle wildcards and _ Capitalization matters Data is matched against the search criteria exactly as you enter them 6 Select the Execute Query function The left pane lists the matching objects 7 To add all matches to the menu if there are 20 matches or less click in the right pane where you want to place the new menu items Then click the Insert All button in the middle of the form gt OR To add selected matches to the menu select the objects in the left pane by double clicking
128. r code 19 44 2004 Z Of Campus 19 MAR 2004 B k a 1 ene ala A 3 Japan Center 19 MAR 2004 Agency or Commercial ID 670100 FIRE 4 Coop Program 19 M4R 2004 Contact ID r LA University FEmnlnvweaa 19 M4 R 2104 Spee a Address Type Eind Cancel Phone Campus University Employee Site 001 Do ntown Site District or Division College Department File Edit Cptions Block Item Record Query Tools Window Help QD 2 0 89 GES Oi SOB H lt i SiOix Ja Event SLABVNT Campus Validation STVCAMP iaa ENG Y Engineering Divisio OF University of British Zolumbia 2415 Fine Arts Banner Release 7 4 Getting Started Guide l Select the Next Item function until you reach the Code field Select the List function The LOV appears 3 Scroll to the desired value in the LOV if necessary Press Enter The LOV closes and the selected value is returned to the Code field ror TF 3 Getting Around Banner Entering Information To refine your search in an LOV or Search Results window 1 Click the Find field in the LOV or Search Results window 2 Enter your search criteria Use the Oracle wildcard to represent any number of unspecified characters Use the Oracle wildcard _ to represent one occurrence of an unspecified character You can use both wildcards in the same search string Examples Enter A to search for all codes and descriptions that start with A Enter _A D to search
129. r often adds the time 00 00 00 to the query criteria You probably won t get any matches with this timestamp resulting in the message Query caused no records to be retrieved Re enter To get the results you want use one of these methods to enter the search criteria e Use a relational operator with an earlier or later date For example to find records dated 26 JUN 2002 enter gt 25 JUN 2002 and lt 27 JUN 2002 The query results will include all records dated after June 25 and before June 27 e Use an extended query In the Query Where window use a two digit year for example 02 rather than 2002 For more information on extended query see Extended Queries on page 3 30 e Use the TRUNC function The query A gt 15 SEP 02 will return all rows that have an activity date or some other date of 15 September 2002 However to find a row s that occurs on one date you need to use the TRUNC function as follows TRUNCC A 05 MAY 2004 Viewing Job Submission Output You can view Job Submission output online with the Saved Output Review Form GJIREVO e The log file contains technical details about running the report or process e The 1is file contains the report output e The doc file for mail merges can be viewed for the Letter Generation Print Report GLRLETR These files can be written to the database if so requested and can also be displayed or saved to your local desktop machine November 2006 Banner Releas
130. r page www weather com Changing Your Alerts Alert options enable you to customize how you are prompted by Banner in certain situations Access the Display Options tab on GUAUPRF to customize any of the following e Check the Prompt Before Exiting Banner check box if you want Banner to verify that you want to quit the Banner session before exiting e Check the Display Additional Confidential Alert check box if you want Banner to display an extra Confidential pop up message for records that contain confidential information e Check the Display Additional Deceased Alert check box if you want Banner to display an extra Deceased message for records associated with a deceased person Changing Your Banner Password The Change Banner Password link goes to the Oracle Password Change Form GUAPSWD where you can change your password Banner Release 7 4 November 2006 5 14 Getting Started Guide Confidential 5 Customization Customizing Banner Changing Your Banner Colors You can customize your colors for Banner via the General User Preferences Maintenance Form GUAUPRF Custom colors can be specified at the site level by logging in as the baseline user and changing the values in the Default Value fields and also at the individual user level by changing the values in the User Value fields You can customize the color of the following items Buttons such as Cancel and OK buttons in the toolbar are not included Canvas of all fo
131. r them 4 Select the Count Query Hits function The auto hint shows the number of matches Note On some forms the Count Query Hits function is redefined to a special function In these cases Count Query Hits may not count the number of records that match your query criteria Banner Release 7 4 Getting Started Guide 3 29 3 Getting Around Banner Querying Information 3 30 Wildcards You can use the Oracle wildcards and _ in the search criteria e The character represents any number of unspecified characters e The character _ represents one occurrence of an unspecified character The following examples illustrate the use of wildcards To get these results Enter this criteria All entries that contain ma ma All entries that begin with ma ma All entries that have ma as the last two characters ma All entries that have m as the second character _m With experience it becomes easier to narrow your queries to get the results you want Extended Queries With extended queries you can use SQL Plus operators to enter more specific query criteria Note The column s you select in an extended query must be in base database tables they cannot come from temporary work fields For example if you try to use the extended query feature on the Class field by entering a and then selecting Execute query on the AOAIDEN form 1t does not open the Query Where window but instead displays
132. rator can use the Object Maintenance Form GUAOBJS to enable the extract feature on any form where the extract has been tested Extract results are unpredictable on forms that have not been tested with this feature If you want to extract data on an untested form your system administrator can consider enabling the extract feature on GUAOBJS SunGard Higher Education does not support this feature on untested forms but will however continue to test more forms and expand support with future releases You can tell that the extract feature is enabled on a specific form if one or both of the following options is enabled in the Help pull down menu for the form e Extract Data with Key extracts details in the current block with key data e Extract Data No Key extracts details in the current block without key data Banner Release 7 4 Getting Started Guide 3 45 3 Getting Around Banner Extracting Banner Data to a Spreadsheet The Data Extract Option field on GUAOBJS determines whether one both or neither of these extract options is available for a form Extracting Data Extracted data can be saved to a file with a csv extension or displayed as text in a new browser wndow depending upon what is set up on the Directory Options window of the General User Preferences Maintenance Form GUAUPRF Generally your site administrator specifies a value for the entire institution but you may have the option to set your own preferenc
133. rd or field You can click an iconic button field record block or wndow that is currently displayed You can use the keyboard to access a form window block or field You can automatically access forms that are linked in a chain You can quickly re access a form that was previously opened in the current session Banner Release 7 4 Getting Started Guide 3 1 November 2006 Confidential 3 Getting Around Banner Display You can press this key on any form to display a navigation wndow Navigation that enables you to enter the name of another form or job and Window key navigate to it Main Menu You can use the main menu to select from a list of the menus forms jobs and QuickFlows in Banner The main menu shows the various levels of menus at your institution These levels are nested within a hierarchical folder structure You can easily navigate through Banner by expanding and collapsing these menus Once you have drilled down to the item you want you can click its link to access it Refer to chapter 2 for more information about the main menu To expand or collapse a menu Select the folder or its associated description to expand the menu so you can see the objects it contains Select the folder again to collapse it To access a menu item 1 Expand the menu you want to start with for example General 2 Continue expanding menus until you drill down to the form job or QuickFlow you want 3 Double cli
134. rent block Next Moves the cursor to the next enterable field item in the current block Occasionally Next Item moves the cursor to the first enterable field item in the next block Clear Clears all information from the current field item Information is not removed from any records or tables Banner Release 7 4 Getting Started Guide 2 19 2 All About Forms Parts of a Form Previous Next Scrall Up Seroll Down Clear Remove Insert Duplicate Lock 2 20 Duplicate Record Menu In a blank row of a repeating record duplicates the contents of the same field item in the previous record and copies it into the new record This pull down menu contains the functions used to work with records on a form Previous Next Scroll Up Scroll Down Clear Remove Insert Duplicate Lock Query Menu Moves the cursor to the first enterable field in the previous record and triggers previous record logic coded into the form Moves the cursor to the first enterable field in the next record of the current block and triggers next record logic coded into the form If the cursor is in the last record a new record is created Scrolls up the list of repeating records putting the first displayed record near the bottom of the list Scrolls down the list of repeating records putting the last displayed record near the top of the list Clears all information from the current record Information is not remo
135. rm and are not described here 3 Enter your search criteria in any fields on the search form If you enter a partial field value use Oracle wildcards Use the symbol to represent any number of unspecified characters Use the symbol _ to represent one occurrence of an unspecified character You can use both wildcards in the same search string Examples Enter 145296890 in the SSN SIN TEN field to search for IDs with that SSN Enter 06 JUN 1982 in the Birthdate field to search for IDs with that birth date 4 Verify the Case Sensitive Query radio buttons Change if necessary 5 Select the Execute Query function The form shows all IDs with matching information 6 Scroll to the desired ID 7 Double click the desired ID The ID and name are returned to the calling form To use a product specific search form ID fields on some forms allow you to go to a product specific search form and search for a person or non person by ID or name Banner Release 7 4 Getting Started Guide 3 21 3 Getting Around Banner Entering Information 1 Click the Search button next to the ID field on a form An Option List appears 2 Select the option for the person or non person search form you want to access The selected form opens in query mode Note Other available search options depend on the specific form and are not described here 3 Enter your search criteria in any fields on the search form If you enter a partial field value use
136. rms e Record highlighting Scroll and separator bars e Code Description prompts Canvases within the main menu including the broadcast message menu and menu tree canvases To change the color of an item at the user level 1 Go to User Interface Color Settings on the Display Options tab 2 In the User Value field for the item you want to change choose a color Note You can select a pre defined color from the palette or create your own shade by using HSB Hue Saturation Brightness or RGB Red Green Blue values 3 Select OK 4 Save Note SunGard Higher Education delivers the default values as seed data If you change the default colors as the baseline user all users who have not set colors at the individual user level will see the baseline colors you selected November 2006 Banner Release 7 4 Confidential Getting Started Guide 5 15 5 Customization Customizing Banner 5 16 Optimal Screen Resolution Standard screen resolution of 1024x768 allows ample room for displaying user interface components in Banner If you have the Display Properties gt Appearance of your workstation set to Windows XP style you may see horizontal or vertical Windows scrollbars If you want to eliminate the scrollbars you can use any of the following techniques e On the workstation set the Display Properties gt Appearance to Windows Classic style e On the workstation leave the display properties as Windows XP style but go
137. rms Types of Forms Control forms are used to define the processing rules for application and validation forms at the system level You can enter new controls or revise existing ones if your security level permits ES Oracle Developer Forms Runtime Web File Edit Options Block Item Record Query Tools Window Help O x BOO 82688 7 BGR8 2 2 BR Bal e1H1O1x Name BANNER University Address Systems amp Computer Technology Four Country View Road Great Valley Corporate Center Malvern PA 19355 Nation 157 United States of America Phone 215 6475930 Operating System UNX x Installation Type Instance Name s4b70 Activity Date 19 JAN 2005 Installation Information Release Date 4 Financial Aid 7 0 31 4UG 2004 Other Financial Aid GENERAL 7 0 10 4UG 2004 ZIP Postal Code Length Base Currency Maximum Number of Open Forms Century Pivot Default Date Format MDY System Process Enable Indicators Y Finance Y Human Resources Y Position Control Y Student B USD United States Dollar as OC DMY YMD 4 Online Matching Process Enabled Workflow Enabled SQL Trace Enabled Messaging Enabled Release Date 7 0 25 4UG 2004 7 0 31 4UG 2004 The Installation Control Form GUAINST is an example of a control form Banner Release 7 4 Getting Started Guide 2 All About Forms Types of Forms Query For
138. s Window Help toolbar_ ___ B 8488 32 S2iBBHQ RMA DR e 4 O01xX ta Process Submission Controls GIAPCTL 7 0 s4b70 RARA RARA RARA A RARA Online Help AAA e Process MN Parameter Set Tool tips describe the functions of buttons Printer 7 Special Print Lines Submit Time Parameter Values Number Parameters Values oa 7 O l S A cs IO J A e PO l E gt AAA OOOO O Co KK Ll ES z Submission Save Parameter Set as Name Description Hold Submit Process Name press SEARCH for valid processes Record 1 1 ca lt OSC When you move your cursor over a button and pause a tool tip appears with text that describes the function of the button To access a toolbar button Select the appropriate button You can click a button any time except when you are in a dialog box alert box or List of Values LOV You must respond to these window before you can select a button If a button is dimmed then it is disabled and cannot be clicked Standard Buttons Standard buttons are delivered on the toolbar Insert Record Banner Xtender Solutions Remove Record Enter Query BXS Add Document Previous Record Execute Query Workflow Submit lea Record Cancel Query Workflow Release an ACABA PPI CORBA 2 Bei Baie GIRO TO View Send Message Broadcast Messages Rollback Previous Block Print ieee sec Select Next Block ag Online Help
139. sapprove Generate ID 2 All About Forms Elements on a Form Copies the current record or records Displays a window where you can enter freeform text for the associated record Performs a calculation on data in the associated field Indicates the process is approved Indicates the process is not approved Generates a new ID If a field has an iconic button the auto hint identifies the equivalent function that can be used instead of the button If the button can perform more than one function each equivalent is identified in the auto hint To select an iconic button 1 Click the button 1 Select the Next Item function until you reach the field that has the 2 Ifan Option List appears click the button desired option Otherwise the form or window appears automatically 2 Read the auto hint and select the equivalent function A field may have more than one option Banner Release 7 4 Getting Started Guide 2 31 2 All About Forms Elements on a Form Response Buttons These buttons are shaded rectangles that appear in alert boxes and dialog boxes An Cancel alert box has one response button A dialog box has two or more response buttons You must use the buttons to respond to the system before you can continue To select a response button in an alert box D 55 Click the OK button Press Enter To select a response button in a dialog box S Click the desired button Select the Nex
140. several options in a group Each radio button represents a choice for the group You can pick only one radio button in a group When you select a radio button the previously selected button is cleared In the sample on the left the Both button is selected To select a radio button Sy Click the radio button l Select the Next Item function to move to the radio group 2 Press the left or right arrow key to move to the desired radio button Scroll Bars Scroll bars are used to display overflow information when a form has more information than can be displayed at once They also indicate that a form has an unlimited number of repeating records A scroll bar has an arrow on each end and a scroll box in the middle The position of the scroll box shows approximately how far you are from the top bottom or the right left side of the wndow Forms can have two kinds of scroll bars Banner Release 7 4 Getting Started Guide 2 33 2 All About Forms Elements on a Form e A vertical scroll bar located directly to the right of the rows indicates there are more records than are shown A record can have one or more fields and one or more lines A vertical scroll bar is disabled if all the records appear at once e A horizontal scroll bar located directly under the window indicates there are more columns of information than are shown To use a scroll bar 3 a Click and drag the scroll box up down 1 Select the Next Item functi
141. sion use reproduction distribution display or disclosure of this material or the information contained herein is prohibited O YE IM Computer Note Only products that are licensed at your site appear on the Help Center page To display the Help Center 1 Click the Help Center link on the 1 Use the Tab key to navigate to the main menu or click the Banner Banner Help Center link within the Help Center link within the help help system system 2 Press the Enter key Local Dynamic Help This help is completely written and maintained by your institution System upgrades do not affect this help text It is the default when you access Dynamic Help Local Dynamic Help is displayed on the Help Form GUAHELP You can access GUAHELP in query mode or edit mode You can use the main wndow of GUAHELP to identify the help text you want to access A check box tells you if the requested item has help text Banner Release 7 4 Getting Started Guide 4 7 4 Features of Banner Using Help 4 8 Choose Dynamic Help for a form block or field Choose Banner Dynamic Help or Local Dynamic Help Form GEAFUNC Identify the specific item whose Block kEr_BLOCK Dynamic Help you are accessing Field SLAEVNT_CRN Banner Local This checkbox indicates whether the requested Dynamic Help exists Display Clear Cancel When you first access the main window the selection criteria i
142. t Item function or use the left and right arrow keys to move to the desired button Then press Enter OR Press the underlined letter on the desired button Check Boxes Selected Check boxes are small boxes used to enable or disable features or options When an More Detail option is enabled a check mark appears in the check box When the option is disabled the check box is empty Not selected More Detail Check boxes often represent yes no conditions For example the first sample on the left indicates the record has more detail The second sample indicates the record does not have more detail Sometimes check boxes indicate navigation to other wndows The auto hint tells you when a check box is used for this kind of navigation Banner Release 7 4 November 2006 2 32 Getting Started Guide Confidential O invitee O Guest Both November 2006 Confidential 2 All About Forms Elements on a Form To select or clear a check box A Click the check box If the box was l Select the Next Item function to unchecked it is now checked If the box move to the check box was checked it is now unchecked 2 Press the space bar If the box was unchecked it is now checked If the box was checked it is now unchecked Note If the space bar does not toggle a check box it may not be defined on your system Check with your data center personnel Radio Buttons Radio buttons are small circles used to select one of
143. te Scroll Down Cancel Count Hits Clear Remove Fetch Next Set Insert Duplicate Lock Banner Release 7 4 Getting Started Guide Online Help SCT Banner Bookshelf Help Item Properties Show Keys List Display Error Calendar Calculator Extract Data with Key Extract Data No Key Technical Support About SCT Banner 1 5 1 Overview Naming Conventions Naming Conventions Banner form report job and table names have the following structure Note For information about table and column naming conventions refer to the General Technical Reference Manual Position 1 Work Management T Accounts Receivable identifies the B Property Tax Occupational Tax License U Utilities aiz Z primary system E Cours Position Control V Voice Response owningthe lp Cash Drawer 0 Customer Contact X Records Indexing form report E XtenderSolutions HR Payroll Personnel Reserved for client YO O W job or table Electronic Work Queue Y applications that co exist Z with Banner x Financial Aid Gi a on page 1 8 I Information Access N q a O t Banner Release 7 4 November 2006 1 6 Getting Started Guide Confidential 1 Overview Naming Conventions Position 2 identifies the module owning the form report Job or table HR Payroll Personnel P Position Control N Application Advancement A A Membership D Designation Financial Aid R B
144. te many fields When the cursor is in a field that must be validated List of Values appears in the status line indicating that the entry must come from the LOV If you try to enter a value that isn t in the LOV an auto hint message appears See Entering Information Into Validated Fields in chapter 3 for more information Most validation forms are completed when Banner is implemented If your security level permits you can use a validation form to enter new values or update existing ones Remember you can only change values with a validation form not through an LOV window 2 Oracle Developer Forms Runtime Web File Edit Options Block Item Record Query Tools Window Help arcaica BOR A S OR Pal ecisi ix ZIP or State or Postal Code City County Province Nation Activity Date lgillia Test R fie mow 2004 a Saint Thomas VI 08 Nov 2004 Carolina PR 03 MAR 2004 Holyoke test f MA 17 Nov 2004 Northampton MA l 17 NOW 2004 North Adams MA 05 MAY 2004 Greenfield M 03 Mar 2004 Gardner Mma 03 Mar 2004 Worcester MA 03 MAR 2004 Danvers M 03 MAR 2004 Boston MA 10 Nov 2004 Cambridge f MA 03 MAR 2004 i Cambridge MA 03 Mar 2004 waltham Mma 03 MAR 2004 Stoneham M 27 JUL 2004 Wellesley MA 03 MAR 2004 Miton m
145. ted Double click Printer y Special Print Lines Submit Time Validation Command Activity Date Description Type o gt Validation Command Activity Date Title System gt gt Lines Per Page Special Print Stock Process Maintenance GIAIOBS A AAA x Process AAPACKN Title Membership Acknow Process System la y Description Membership Acknowledgement Process Type Printer 7 Lines Per Page 35 Special Print Stock Validation Command Activity Date 23 FEB 2000 Process AAPADIS Title Dues Adjustment Report System la Description Dues Adjustment Report Type Printer Lines Per Page 54 Special Print Stock Validation Command Activity Date 09 mM4R 2000 Process AAPCARD Title Membership Card Process System la 7 S Membership Card Initiation Process Type hd Lines Per Page 55 Special Print Stock fe Command fF Activity Date 29 DEC 1998 Process AAPFEED Title advancement Dues Finance Feed System 4 7 Description Feeds dues payments and adjustments to finance Type Printer hd Lines Per Page 55 Special Print Stock Validation Command Activity Date 05 JUN 2003 Process Name Process may be Pro C Executable Procedure or Oracle Report Record 1 2 He Sl lt OsC gt Entering IDs w Many Banner forms have ID fields for persons and non persons For example the Fu
146. tem is currently disabled and cannot be accessed 3 fa 1 Click the desired pull down menu 1 Press the Alt key The cursor moves name Menu items appear to the menu bar 2 Click the desired menu item 2 Use the right and left arrow keys to highlight the desired pull down menu name Then press Enter OR Press the underlined letter for the desired pull down menu name 3 Use the up and down arrow keys to highlight the desired menu item Then press Enter OR Press the underlined letter for the desired menu item Note If the Options menu contains multiple menu items that begin with the same letter you must use the up and down arrow keys to select the desired menu item File Menu This pull down menu contains standard Banner and Oracle functions The bottom of the menu lists the last forms up to ten you accessed in this session You can select any form in this list to re access it Some of the menu items let you call another form job or QuickFlow When you exit the called object you return to the object you were previously using Banner Release 7 4 November 2006 2 16 Getting Started Guide Confidential Object Search QuickFlow Refresh Print Exit Preferences 1 GUAABOT About Banner 2 SPAIDEN General Person Identification November 2006 Confidential Direct Access Object Search QuickFlow Select Rollback Save Refresh Print Exit Exit QuickFlow 2 All About Forms Parts
147. ter 5 for information about setting up extra confidential and deceased notifications For example this alert box may appear if you try to enter information for a deceased person Banner Release 7 4 Getting Started Guide 2 3 2 All About Forms Types of Forms Types of Forms 2 4 An alert box always has one response You must acknowledge an alert box before you can do anything else on the form To acknowledge an alert box i Click the OK button Press Enter Eight types of forms are used throughout Banner Main menu Application forms Validation forms Rule forms Control forms Query forms Use this form to navigate through Banner It provides an overview of the menus forms jobs and QuickFlows in the system Use these forms to enter update and query information This is the most common type of form Use these forms to define the values that can be entered in specific fields on application forms These values are used throughout Banner When you look up a code or select the List function these values appear in the List of Values window Use these forms to define the calculations and parameters that impact processing on other forms reports and jobs Use these forms to define the processing rules for application and validation forms at the system level Use these forms to look up existing information often returning information to the calling form You must access these forms from anoth
148. th multiple printer records The current record is highlighted Code Description Command Printer Port Landscape Codes Portrait Codes Activity Date iscimnt20 SES_D lacy 3rd Floor East Wing Develo print queue ses_de 03 DEC 2004 JAN Dan s Schedules echo Helo O O7 FEB 2005 LPA1 lLpal 14 MAR 1995 LPBS lipbs 14 MAR 1995 NOPRINT Don t Print 26 Nov 2003 SCHED Student Schedules enscript Pses_dev_ 06 FEB 2005 SES_PCAM_8100 BY CYNDY Ipr S 149 24 35 22 02 DEC 2004 locali Local RS6000 Malvern 11 Nov 1993 none none 14 MAR 1995 sctmnt20 ses_dev 3cv third floor rm 331 13 DEC 2004 tal Talaris Printer 1 Malvern 11 NOY 1993 talz Talaris Printer 2 Malvern 11 Nov 1993 taas fralaris Printer 3 Reston S E Sa 1993 Woo OAE S OE E O EE O S Pull Down Lists Pull down lists are used to select a field value from a list of pre defined values A Mer CEES doen Oy down arrow in the right side of the field indicates the field has a pull down list Vietnam Veteran Only Both Vietnam Other Eligbl Vet Note Fields with a Search button have a similar looking down arrow Pull down lists have the arrow inside the field while the Search button is located outside the field Banner Release 7 4 November 2006 2 36 Getting Started Guide Confidential To select a value from a pull down list 1 Click the field The entire pull down list appears with the currently se
149. that can be opened and formatted using a spreadsheet program Not all forms have a data extract option Query the Data Extract Option field on GUAOBJS to determine the forms for which it is available You will generally find the best information about new functionality in the release guide where it was first introduced or when available in a handbook specific to a topic especially when it involves multiple product areas Ask your IT department for the latest release guides when they are available Banner Release 7 4 Getting Started Guide 6 5 6 Tips and Tricks This page intentionally left blank Banner Release 7 4 November 2006 6 6 Getting Started Guide Confidential A ActionLine xii address format of 3 24 alert box 2 3 2 32 application forms 2 8 Approve button 2 31 auto hint 2 28 4 15 B Banner customizing 5 1 entering information 3 10 exiting 2 38 extracting data to a spreadsheet 3 42 help 4 2 messaging 4 18 naming conventions 1 6 Oracle functions used with 2 37 querying information 3 27 see Banner starting 1 1 Banner Dynamic Help see Dynamic Help block definition of 2 26 key block 2 27 title of 2 27 Block menu 2 19 blue field names 3 11 Bookshelf see Banner Documentation Bookshelf buttons iconic 2 29 on toolbars 2 24 radio 2 33 response 2 32 toolbar 2 25 C Calculate button 2 31 calculator 4 2 calendar 4 1 Calendarbutton 2 30 Cancel function 2 38 Cancel Query function 3 27 century in qu
150. the following message FRM 40301 Query caused no records to be retrieved Re enter To determine whether data is coming from a base table you can check the item properties on the field a Choose Help gt Item Properties in the menu bar b Check whether the attribute called base table contains a value of TRUE or FALSE If the value is FALSE then you will not be able to do an extended query on that field If the value is TRUE then you can use the extended query feature Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Querying Information To perform an extended query 1 Access the form you want to query 2 Ifthe form opens in query mode Enter Query is in the status line go directly to step 3 If the form does not open in query mode Enter Query is not in the status line select the Enter Query function 3 Move to the field where you want to use extended query 4 Entera colon followed by an identifying character such as A If you are using extended query in more than one field enter a different character in each field for example B C and D 5 Optional Enter additional search criteria 6 Select the Execute Query function The Query Where window opens 7 Enter the search criteria beginning with a colon followed by the identifying character the appropriate SQL Plus query operators and values to match Example A gt 15 S
151. ting Started Guide 2 23 2 All About Forms Parts of a Form Set Query This standard rule based mode is based on sql and database Optimizer to schema and optimization is based on Oracle rules in the Rule database for example if an index is present then use it It does not optimize queries but rather executes them based on a series of Oracle rules Note You must be connected to an Oraclel0g database in order to use this option Warning Changing optimization modes mid session may cause your results to be invalid due to cached data from previous queries SunGard Higher Education recommends that you exit and re enter Banner if want to change optimization modes Reconnect to Reconnects to the database Database About Displays the About Banner Form GUAABOT which identifies Banner the current form release number date and time as well as all legal statements and copyright information for Banner This form also displays a list of installed Banner products their release number and their installation date This information will be helpful if you need to contact the ActionLine with a question or problem Toolbars The Banner toolbar contains buttons that perform common functions It is located directly under the menu bar Banner Release 7 4 November 2006 2 24 Getting Started Guide Confidential 2 All About Forms Parts of a Form E Oracle Developer Forms Runtime Web File Edit Options Block Item Record Query Tool
152. ting Started Guide Confidential November 2006 Confidential 3 Getting Around Banner Note Occasionally the Next Block function appears to move the cursor to another enterable field in the same block In these cases there are actually two blocks that visually appear to be one block To access a field with keyboard equivalents Use the Tab key Next Item and Shift Tab keys Previous Item to move among fields You must move in the specific order coded into the form If a field has the Autoskip feature the cursor automatically moves to the next field as soon as you enter the required number of characters QuickFlow You can use a QuickFlow to automatically access forms that are linked in a chain Activating a QuickFlow opens the first form in the chain When you exit that form the next form automatically opens To use a QuickFlow 1 Select File gt QuickFlow or use Direct Access to display the QuickFlow Form GUAQFLW 2 Enter the QuickFlow code in the Quickflow field 3 Click the Start button press Enter or select the Next Block function The first form in the QuickFlow appears 4 Enter data on the form 5 Exit the form The next form in the QuickFlow appears 6 Repeat steps 4 and 5 for each form in the QuickFlow After you pass through all the forms in the QuickFlow the GUAQFLW Form reappears Note Ifyou want to exit the QuickFlow before all the forms are accessed select File gt Exit QuickFlow If you do not
153. u all in chapter 5 Customization Banner If Banner XtenderSolutions is installed displays a list of XtenderSolutions documents that match the query criteria for the current cursor location Banner If Banner XtenderSolutions is installed displays the XtenderSolutions number of documents that match the query criteria for the Info current cursor location List of recently Lets you quickly re access forms that were previously accessed accessed forms in this session up to ten See Last 10 Forms in the File Pull Down Menu in chapter 3 a XtenderSolutions is a trademark of Legato Systems Inc Edit Menu This pull down menu contains the functions used to edit text items Cut Cuts selected text and places it on the clipboard Copy Copies selected text to the clipboard Paste Pastes text from the clipboard to the spot where the cursor is located Edit Displays the Editor window which is used to enter or update text You can display this window from most fields It is particularly useful in long data fields See Using the Editor in chapter 4 Options Menu This pull down menu contains navigation options Navigation options vary from form to form and depend on where the cursor is currently located Some options take you to other blocks and windows within the current form Other options take you outside the current form to related forms For options that take you outside the current form you can optionally displ
154. u query information and you want to re query with different search criteria Banner Release 7 4 Getting Started Guide November 2006 Confidential November 2006 Confidential 3 Getting Around Banner Querying Information 1 With the original matches displayed select the Enter Query function Matching records from the previous query disappear 2 Select the Enter Query function a second time The original search criteria appear 3 Revise your search criteria 4 Select the Execute Query function The form displays all records that match the revised search criteria To query a checked check box 1 Select the Enter Query function 2 Select check the check box 3 Optional Enter additional search criteria 4 Select the Execute Query function The form displays records that have matching information including a checked check box To count queries Use these steps to determine how many records match your query criteria before you execute the query 1 Access the form you want to query 2 Ifthe form opens in query mode Enter Query is in the status line go directly to step 3 If the form does not open in query mode Enter Query is not in the status line select the Enter Query function 3 Enter the search criteria You can query information in any field that you can access You can use the Oracle wildcards and _ Capitalization matters Data is matched against the search criteria exactly as you ente
155. udgeting os gt Record Creation udget COBRA Benefit Deductions oz v A E Event Management Electronic Data Exchange F Campaign G Pledge and Gift Pledge Payment L Label M Prospect Management Student Employment ogging Time Reporting History i O r lt EE y o a O O y Q O O 5 ro O cm nH O Zl eS o SS o e Z S 4 o E O AB a Se A Ae an E e a JE i 710 E T a O O 2 z O 5 mrj S O p O 5 uN O Organization Electronic Approvals P Constituent Person Packaging amp Disbursements S Solicitor Organization Validation rule table T Validation form table U Utility V Reserved Can Solution Ctr X Expected Matching Gift Finance F equirements Tracking Student System Shared Data Validation form table lt cl 4 a a N Sk 5 2 lt Q a lt lt Reserved Can Solution Ctr eS Tax Administration ve nl lt a a 7 Ns z E eserved Can Solution Ctr General G vent Management Student S A Accounts Payable dmissions B Budget Development ob Submission atalog pa m C Cost Accounting etter Generation Support Services m Al gt a A gt O oe a y O 5 NS O O A4 Nn O w O 5 E Electronic Data Interchange F Fixed Assets G General Ledger I Investment Management oO Q O D O eS 2 a ar O m Grades Academic History Validation form table C J 2
156. ue to the calling form e Use Direct Access to display the Calculator Form GUACALC When accessed this way the calculator works independently of any form or field You cannot return a calculation to a form e Select Help gt Calculator When accessed this way the calculator works independently of any form or field You cannot return a calculation to a form Budget Amount Actual Amount Difference di Date EN eae E ET A pS A Double click this field The calculator appears Clear Delete y we 7 5 5 A TD Make your calculations E a pa EEE E T 2 Boe Click this button to return the calculated value to the numeric field on the form OK y Cancel Using Help 4 2 Banner has several kinds of help that can give you immediate online assistance e Online help This is online information about forms and fields as well as tasks you can perform with Banner e Local Dynamic Help This format enables you to store your own information for fields blocks and forms Banner Release 7 4 November 2006 Getting Started Guide Confidential Click this button to expand the help system November 2006 Confidential 3 Survey Definition Form GUASRYY Microsoft Internet Explorer 4 Features of Banner Using Help e Banner Documentation Bookshelf This tool lets you access Banner documents directly from your computer by using a desktop shortcut These electronic doc
157. uments look the same as the hard copy versions regardless of the computer you are using e Help Item Properties This list shows all the properties of the field where the cursor is currently located e Show Keys This list shows the Oracle functions and associated keystrokes available in your environment for the field window and form where the cursor is currently located e Auto hint This hint at the bottom of the form briefly describes the field where the cursor is located Error and processing messages also appear here Online Help Banner online help contains information about forms and fields as well as tasks you can perform with Banner This help system runs in a web browser Installation and configuration information is contained in the Banner Middle Tier Implementation Guide These activities are performed by your site administrator Accessing Online Help for a Form When you access online help information about the current form is displayed From there you can expand the help window to browse through other topics or to use the search and index features to look for specific topics File Edit View Favorites Tools Help gt eneral Web Management Forms Forms Survey Definition Form GUASRW W Survey Definition Form GUASRYY Use this form to define the following information for a survey e Whether the survey appears on the Web e Date range when the survey appears on the Web e Description that appears on the W
158. unction v Function AFSCMEORIE AFSCME New Employee Orientation Type ORIE v Orientation a Revenue GEAFUNC 7 1 s4b70 Code Budget Amount Actual Amount Difference Revenue Date id En aL Alumni Relations Operating 10 00 10 00 0 00 13 4PR 2004 Revenue window A Code Budget Amount Actual Amount Difference Expense Date a AO Expenses window BT Awards 10 00 10 00 0 00 I3 APR 2004 The Expenses window is the a a 3 Totals 10 00 10 00 DO active window indicated by the highlighted title bar November 2006 Banner Release 7 4 Confidential Getting Started Guide 2 1 2 All About Forms What Is a Form You can move a window by dragging its title bar to a new location You cannot move the title bar above the screen Your environment may let you resize and move windows in other ways Refer to the documentation for your environment Caution Banner windows do not use the close button lxJ in the upper right corner Choosing that button will close the form Window Panes A window pane is an area within a wndow that has more fields than can appear at one time W Oracle Developer Forms Runtime Web File Edit Options Block Item Record Query Tools Window Help BOD 4E4R RFP BSH Q 2 OBR TR 141E gt x lt L E 5 Building Mon Tue Wed Thu i Course CRN Cross List Function This is a window pane COCCanndniiil TAHTTA JT
159. untime Web Al x File Edit Options Block Item Record Query Tools Help a AI AAR RI a WIE dgIeAD EIRA Sol eI eI el lx Ta General Menu GUAGMNU Thursday January 11 2007 Go To v Welcome JPIERSOL My Banner Products Menu Site Map Help Center My Links Banner _J Student STUDENT Change Banner Password C Advancement ALUMNI L Finance FINANCE C Human Resources HRS _J Financial Aid RESOURCE Zip Code Form General GENERAL Cl Banner XtenderSolutions System Menu BXS Check Banner Message Yahoo Bookshelf Personal Link 4 Personal Link 5 Personal Link 6 My Institution SUNGARD HIGHER EDUCATION f PARACE EE ur lt a ogee Banner Broadcast Messages D1 MAY 2006 Test message to compare to system test A A A r y O Enterthe object name Press LIST for listing Record 1 1 mall Select the folder next to a menu to expand the menu so you can see the objects it contains Select the folder again to collapse the menu In this figure the Products Menu is expanded Your institution may be using another menu as the default expanded menu on the main menu Individual users can override the institution default and establish a personal default See the Banner General Technical Reference Manual for instructions on setting the institution default See To Specify the Default Expanded Menu in chapter 5 for instructions on setting a personal default The m
160. ur search criteria and select matching values Execute Query The form displays matching values Otherwise the form displays available values Otherwise the form displays available values 4 Scroll if necessary to the desired value on the called form 4 Scroll if necessary to the desired value on the called form 5 Double click the value The called form closes and the selected value 5 Choose the Select function The is returned to the field called form closes and the selected value is returned to the field Banner Release 7 4 November 2006 Getting Started Guide Confidential 3 Getting Around Banner Entering Information 53 Oracle Developer Forms Runtime Web Ox File Edit Options Block Item Record Query Tools Window Help BOD 2ORR PIDO 0 ABBA ci s1Oix Click this button A O ooN Parameter Set J Printer Control If the form opens in query mode enter your selection Number criteria Process Title System ay gt Select Execute Description Types MN Query Printer Lines Per Page a Special Print Stock Process AKII Printer Proces Submiss Descrip Printer Save Pal Validati Process Name Record 1 1 Proces Descrip The form displays Printer i Validat matching values Enter a que Record 1 1 xx _ _ _ Scroll if necessary to the value you want The selected record is highligh
161. use iconic buttons to display a validation form for the field copy a record or display a window for entering freeform text November 2006 Banner Release 7 4 Confidential Getting Started Guide 2 29 2 All About Forms Elements on a Form 2 30 Banner forms use the following buttons Some products do not use all buttons E Search Calendar Data E No Data Summary Details ae In Process Complete Maintenance Displays another form or window where you can search for a value or information related to the field You can often select and return a value to the associated field Note Sometimes the Search button can perform more than one function In these cases an Option List appears You can select an option from the list using your mouse or you can tab among the choices and use the Enter key or space bar to make your selection Displays a calendar so that you can choose a date Indicates that data is available for the associated field Indicates that no data is available for the associated field Displays summary information for the associated record Displays details for the associated record Indicates the process has started but is not complete Indicates the process is complete Updates information in the database Banner Release 7 4 November 2006 Getting Started Guide Confidential November 2006 Confidential E Copy A Comments mS Calculate Approve x Di
162. ved from any records or tables Removes all information for the current record When you Save the removed information is deleted Inserts a new blank record into the list of existing records Duplicates the contents of all fields in the record and copies them into a new record Temporarily locks the contents of the record so no other Banner user can update it Save Rollback and Exit release the lock This pull down menu contains the functions used to query information in the database based on specified criteria See Querying Information in chapter 3 Banner Release 7 4 November 2006 Getting Started Guide Confidential Enter Enter Execute Last Criteria Cancel Count Hits Execute Fetch Next Set Last Criteria Cancel Count Hits Fetch Next Set Tools Menu 2 All About Forms Parts of a Form Puts the form into query mode so you can enter search criteria to see what information is already in the database Searches the database and displays the first set of records that match your search criteria Enters the criteria from your last search Cancels the query and takes the form out of query mode Counts the number of records that match the search criteria and displays that number in the auto hint If more records match the search criteria than fit in the window replaces the current set of displayed records with the next set This pull down menu contains actions that can be performed with Banner
163. vember 2006 5 6 Getting Started Guide Confidential 5 Customization Customizing Banner To delete selected objects from My Banner 1 Access the My Banner Maintenance Form GUAPMNU 2 In the right pane select each object you want to delete by double clicking it When you select an object the name is highlighted 3 Click the Remove Selection button in the middle of the form The selected objects are deleted 4 Save Ta My Banner Maintenance GUAPMNU 11 FEB 2005 03 20 PM JPIERSOL s Personal Menu Type FORM v 2 Object Description TSALO98 1098 T Tax Information 2 FTMITYP 1099 Income Type Code Maintenance Foa1099 1099 MISC Magnetic Tape Transmitter D Pxa1099 1099 R Prv1099 1099 R Distribution Code Validation RNAOVOL 2000 2001 Applicant Override RNRGLO1 2000 2001 INAS Global Policy Options Rt RNIMSO1 2000 2001 Miscellaneous Results Inquiry RNANAOL 2000 2001 Need Analysis IRNAVROL 2000 2001 Need Analysis Document Vert m RNAPROL 2000 2001 Need Analysis Processing Object Description GEAATTD Attendance GXADIRD Direct Deposit Recipient Select each object GXATPID EDI Trading Partner Identification you want to delete Application Inquiry from the menu 411 la Y November 2006 Banner Release 7 4 Confidential Getting Started Guide 5 7 5 Customization Customizing Banner To delete all objects from My Banner 1 Access the My Banner Maintenan
164. xample the Site Code Validation Form STVSITE includes address information When an LOV is called from a specific field only information that is relevant to the current form is displayed in the LOV Using the Code Description Lookup Feature The code description lookup feature helps you enter information into validated fields With this feature you can e Enter a complete code or description e Look up a code or description based on a partial entry e Display the entire LOV and select a code If you look up a code description or display the entire LOV you can refine your search by entering search criteria or use a drill down search To enter a complete code or description in a field with an LOV 1 Enter the full code for example A005 or full description for example Registration 2 Press Enter The code and description appear Depending on the field the cursor may automatically skip to the next field To look up a code or description in a field with an LOV Note Do not use these steps if you are in query mode Instead execute a normal query See Querying Information in this chapter for more information 1 Enter as much of the code or description as you know Use the Oracle wildcard to represent any number of unspecified characters Banner Release 7 4 Getting Started Guide 3 11 3 Getting Around Banner Entering Information Example Enter A to search for all codes and descriptions that start with A
165. y Tools Help ac aia dan SB PIB A SIRE TA KISI BIOK Le za General Menu GUAGMNU Wednesday July 05 2006 Go To Welcome JPIERSOL Products Menu Site Map Help Center collapsed menu _JMy Banner My Links Banner Student STUDENT Change Banner Password C Advancement ALUMNI C Finance FINANCE C Human Resources HRS C Financial Aid RESOURCE Zip Code Form General GENERAL Check Banner Message Yahoo expanded menu Currently selected Personal Link 3 menu is C Banner XtenderSolutions System Menu BXS highlighted Personal Link 4 Personal Link 5 Personal Link 6 My Institution SUNGARD HIGHER EDUCATION Banner Broadcast Messages 01 M4 2006 Test message to compare to system test Press ENTER to start selection or expand collapse menu Banner Release 7 4 November 2006 2 6 Getting Started Guide Confidential 2 All About Forms Types of Forms Using the Banner Menu Folders The main menu provides many options for navigating Banner as well as a place to create your own custom menus and links for frequently accessed forms processes and external web sites These features are described briefly here and in more detail in chapter 3 Getting Around Banner The large pane of the main menu displays two menus My Banner This menu contains the menus forms jobs and QuickFlows most important in the workday of the individual user This menu is tied to a
166. y block are enabled When you leave the key block enterable fields in the key block are disabled November 2006 Banner Release 7 4 Confidential Getting Started Guide 2 27 2 All About Forms Parts of a Form Other Blocks Other blocks contain additional details for the key information Each block contains related information and is usually enclosed in a beveled box Auto Hint The auto hint at the bottom of the form can contain the following information for the field where the cursor is located e Brief field description e Error and processing messages e Keyboard equivalents if you can access other blocks windows or forms from the field keyboard equivalents LIST to display codes COUNT HITS to display paragraph codes field description a DUPITEM to display letter codes a Paragraph Code press LIST for codes COUNT HITS Paragraph QUPITEM Letter Record 1 7 E Listof alu 080 gt Status Line The status line directly under the auto hint can contain one or more of the following messages Record n n Shows the number of the current record followed by the total number of records in the current block If there are more records than fit in the window the total appears as a question mark for example 3 until you scroll to the last record in the block Once the last record is displayed the total appears as a number for example 3 15 List of Values Indicates the field has a List of Values see Entering
167. ynamic Help the LOV shows the names you assigned Banner Release 7 4 Getting Started Guide 4 9 4 Features of Banner Using Help 4 10 Access the Help Form 1 Access the Help Form GUAHELP GUAHELP Click the Banner or Local radio 2 Select the Banner or Local radio button on the main window button on the main window Verify the form name Change if 3 Verify the form name Change if necessary necessary For block names click the Search 4 For block names select the Next button on the Block field An LOV Item function until you reach the appears Block field OR OR For field names verify the block For field names verify the block name Then click the Search button name Then select the Next Item on the Field field An LOV appears function until you reach the Field field Scroll to the desired name 5 Select the List function An LOV Double click the name The appears selected name is returned to GUAHELP 6 Scroll to the desired name 7 Press Enter The selected name is returned to GUAHELP To enter or update Dynamic Help 1 Select Help gt Dynamic Help Edit The Help Form GUAHELP appears The default selection criteria indicate Local Dynamic Help for the current field Verify the default selection criteria Change if necessary Select the Edit button or the Next Block function The Help Text window shows help text for the requested item Enter your changes in the Help Text window You
168. your institution uses the Banner Letter Generation module a pound sign in addresses may affect letter processing The pound sign is a formatting command Refer to the Banner General Technical Reference Manual for details Use the county codes defined on the County Code Validation Form STVCNTY Use the codes defined on the State Province Code Validation Form STVSTAT November 2006 Confidential November 2006 Confidential 3 Getting Around Banner Entering Information ZIP postal code Use the standard format for the country in the address Use the codes defined on the ZIP Postal Code Validation Form GTVZIPC Nation Enter a nation code only if you want to include the nation when the address is printed Use the codes defined on the Nation Code Validation Form STVNATN Letter Generation Paragraph Letter Generation uses the pound sign and period to set the output mode back to normal If you want a or period to be text in your output then precede it with a backslash Dates A setting on the Installation Control Form GUAINST controls how you enter dates If this format is selected Enter February 5 2002 like this MDY Month Day Year 02 05 02 02 05 02 or 020502 DMY Day Month Year 05 02 02 05 02 02 or 050202 YMD Year Month Day 02 02 05 02 02 05 or 020205 Banner determines which parts of a date entry are the month day and year and automatically converts and stores the date in the DD MON YYYY

Banner Getting Started Guide - VCU University Controller`s Office

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