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BANNER CUSTOM REPORTS SESSION 3 INFORMATION TECHNOLOGY DEPARTMENT APRIL 26 2019

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Page 1: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

BANNER CUSTOM REPORTSSESSION 3

INFORMATION TECHNOLOGY DEPARTMENT

APRIL 26 2019

Page 2: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

GOALS FOR TODAY

• Briefly Review your homework and comments

• How to access Custom Banner Reports in Production

• Compare Banner Custom Reports to Banner Oracle Reports in Production!

• Talk about the near future

• There will be homework

Page 3: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

TIMELINE

• End user training with train the trainer approach April 2019

• This week we are transitioning to production reports and testing them

• Anticipated Go-Live beginning in first full week of May 2019

Page 4: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

THIS WEEK WE ARE COMPARING REPORTS IN PRODUCTION• Some of your reports that perform actions such as interfaces will need to be run only

when you are ready to run them for real

• As before we will have to use 2 different browsers for this testing

• Oracle Reports only run in Internet Explorer

• Custom Banner Reports only run in Chrome

• You may choose to open both IE and Chrome simultaneously and run the reports side by side or run the reports in one browser first and then the other

Presenter
Presentation Notes
For now we will be in a test environment. Please use the link above that starts with colddevelop. You will need to login twice. https://colddevelop.wvsom.edu/facultystaff/applications/banner9testing
Page 5: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

LOGGING IN TO PRODUCTION ENVIRONMENT• This week you will login to the MY Site (not colddevelop) with both browsers

as shown below.

• https://my.wvsom.edu/FacultyStaff/applications/banner9testing/

Page 6: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

LINKS FOR ACCESSING REPORTS ON THE MY SITE THIS TIME!

Page 7: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

TO RUN BANNER ORACLE REPORTS (REPLACE)• Open Internet Explorer

• Copy and paste and then press enter• https://my.wvsom.edu/FacultyStaff/applications/banner9testing/

Page 8: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

LOGGING IN FOR BANNER ORACLE REPORTS

Page 9: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

CLICK LINK FOR BANNER ORACLE REPORTS

Page 10: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

MAY HAVE TO ALLOW JAVA TO RUN

Page 11: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

CHECK THE BOX AND CLICK RUN

Page 12: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

USE BANNER ORACLE REPORTS LOGIN

Page 13: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

BLUE BANNER WILL SAY BANPROD

Page 14: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

RUN YOUR REPORT

Page 15: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

NOTE THE PARAMETERS DO INDICATE THIS IS A CUSTOM REPORT

Page 16: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

ENTER YOUR PARAMETERS

Page 17: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

REPORT APPEARS IN INTERNET EXPLORER

Page 18: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

MOVE MOUSE TO BOTTOM OF PAGE TO PRINT OR SAVE

Page 19: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

RUN SAME REPORT IN CUSTOM BANNER REPORTS• Open Google Chrome

• Copy and paste and then press enter• https://my.wvsom.edu/FacultyStaff/applications/banner9testing/

Page 20: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

LOG IN TO THE MY SITE

Page 21: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

CLICK THE CUSTOM BANNER REPORTING LINKTHEN SIGN IN TO REPORT SERVER WITH NETWORK CREDENTIALS

Page 22: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

HOME SCREEN (NOW SHOWS PRODUCTION)

Presenter
Presentation Notes
For now only development folder access
Page 23: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

CLICK THE CORRECT DEPARTMENT

Presenter
Presentation Notes
But you will see less
Page 24: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

FIND THE REPORT – SZRCHKL EXAMPLE (REPLACE)

Presenter
Presentation Notes
One click and the report runs!
Page 25: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

ENTER PARAMETERS AND CLICK VIEW REPORT ON THE RIGHT - BE SURE TO ENTER THE SAME PARAMETERS AS BEFORE

Presenter
Presentation Notes
Parameter box – hit View Report
Page 26: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

AFTER LOADING DATA THE REPORT APPEARS

Page 27: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

SAVE REPORT AS PDF IF YOU LIKE TO COMPARE

Page 28: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

OR PRINT AS A PDF

Page 29: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

PDF PRINTING

Page 30: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

WHETHER YOU PRINT OR SAVE, COMPARE THE RESULTS

Presenter
Presentation Notes
Be sure to check individual rows as well as intermediate and final totals. Also check that the data is ordered in the same manner.
Page 31: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

CHECK REPORT TOTALS

Page 32: BANNER CUSTOM REPORTS SESSION 3...• Compare Banner Custom Reports to Banner Oracle Reports in Production! • Talk about the near future • There will be homework TIMELINE • End

HOMEWORK

• I will send each of you an email with an excel sheet to be used to record your testing.

• IT IS VERY IMPORTANT that you run your top ten reports in both Custom Banner Reports and Banner Oracle Reports in PRODUCTION and compare the results.

• After testing your reports, please fill out the excel sheet I provide, print it, then sign it and send it back to me as a scanned pdf.

• When you run your reports be aware that your are in production and the data should be current.

• There are a few of your top ten reports that trigger other processes. When I send your homework I will tell you not to run those at this time.