banner systems for osu - information services · more of the banner modules (fis, sis, or hris) at...
TRANSCRIPT
BANNER SYSTEMS for OSU
November, 2010
ii
BANNER SYSTEMS for OSU is a collection of training and reference materials for a suite of classes for OSU
Staff who require access to the Banner SIS/FIS/HRIS modules currently installed at Oregon State
University. This primary document provides:
• A key to typestyles used in this suite that indicate Banner actions, components, and text,
• General information about Banner, its hardware requirements, modules, and instances,
• Information about use and management of ONID Usernames and Passwords in Banner,
• A guide to logging in and navigating Banner menus, forms, and functions,
• Direction on running searches and queries to find specific information, and
• Appendices on Key Mapping, Banner terminology, and Browser Configuration.
This document is intended to be used as a notebook insert in conjunction with:
Printing Banner Reports – Appworx Job Submission
Intended for faculty and staff accessing Appworx Job Submission for pre-programmed reports.
The Banner Finance Information System …
Intended for faculty and staff accessing financial records, it is a training and reference tool
providing information about accessing FIS Banner and data, through menus and forms.
In the overview you will be given:
• Contact information specific to the FIS Banner module,
• Banner Security and Access requirements.
In the guided hands on presentation you will experience:
• Exploring the FIS Banner module, its menus and forms,
• Discussing some of the policies and data for FIS Banner, and
• Walking through POs, JVs, Invoices and Approvals.
The Banner Student Information System …
Intended for faculty and staff accessing student records, it is a training and reference tool
providing information about accessing SIS Banner and data, through menus and forms.
In the overview you will be given:
• Contact information specific to the SIS Banner module,
• Banner Security and Access requirements.
• Confidentiality of Student records (FERPA),
In the guided hands on presentation you will experience:
• Exploring the SIS Banner module, its menus and forms, and
• Discussing some of the data and codes used in SIS Banner.
SIS Banner users in core offices may require additional departmental training specific to their
responsibilities.
Banner SIS Blackboard for Staff
Intended for faculty and staff with Head Advisor level access.
Banner Web for OSU Faculty and Advisors
Intended for faculty and advisors using Banner Online Services to access Student data.
iii
Table of Contents
Using this Document
Document Key .......................................... iv
Banner Overview
Hardware and Software Requirements..... 1
Banner Modules ........................................ 1
Banner FIS ......................................... 1
Banner HRIS ....................................... 1
Banner SIS ......................................... 1
Banner Instances ......................................................... 2
Production Instance........................... 2
Training Instance................................ 2
Banner Security ......................................... 2
OSU Data Warehouse................................ 2
Accessing the Banner System
Getting Authorized....................................................... 3
Banner Training ......................................... 3
Your ONID Username and Password........................ 4
Changing Your Password............................................. 4
Logging In and Out..................................... 5
Form Names Banner ................................... 5
Navigating in Banner
Navigation Tools ........................................ 6
Mouse & Keyboard ............................ 6
Auto Help Line.................................... 6
Drop-down Menus............................. 6
Buttons............................................... 6
Navigation Buttons & Keys........................ 7
Options ...................................................... 8
Help Drop-down Menus ............................ 8
Show Keys .......................................... 8
Bookshelf Help ................................... 8
Online Help ........................................ 8
Dynamic Help ..................................... 8
Three Types of Banner Forms ................... 9
Menus ................................................ 9
Functional Forms ............................. 10
Validation Forms.............................. 11
Extended Search....................................... 12
Printing Banner Reports – Appworx Job
Submission
Insert .................................... pages 13 – 23
OSU Banner – Finance Information System
Insert .................................... pages 25 – 48
OSU Banner – Student Information System
Insert .................................... pages 49 – 56
Banner SIS Blackboard for Staff
Insert .................................... pages 57 – 64
Banner Web for OSU Faculty and Advisors
Insert .................................... pages 65 – 77
Appendices
Appendix A: Banner Hot Keys ..................79
Appendix B: Banner Terminology ............80
Appendix C: Configuring Your Desktop and
Browser................................................82
iv
Using this Document ... Some of you may want to review Appendix A, Banner Function Key Map, and Appendix B, Banner
Basics Terminology, prior to going into the content of this document. Appendix A provides the
keyboard shortcuts to each of the navigational functions within Banner, and Appendix B contains
descriptions of terms used to name or describe components of Banner and the Graphical User
Interface used in Banner software.
Appendix C, Configuring Your Desktop and Browser, has been provided to assist you in setting up
your desktop and browser for optimal performance and interaction with other applications.
Below is a document key that gives examples of typestyles used in this document to indicate or
refer to actions, components, and text within Banner.
Document Key:
First Edition, October 1998
Second Edition, September 2001
Third Edition, May 2005
Fourth Edition, May 2010
Current Edition, November 2010
Acknowledgment: The materials in this document were developed by staff at Oregon State University based in part on SunGard SCT
Corporation documentation for its Banner™ Systems. Banner is a registered trademark of SCT Corporation.
© Oregon State University, 2010
• Menu and Form names are bold and all caps:
• Parts of a form are bold capitalized small caps:
• Data names are normal capitalized small caps:
• Functions, commands that generate some activity, are
capitalized small caps enclosed in brackets:
• Buttons that perform a function, are capitalized normal font
enclosed in brackets:
• Menu selections are capitalized normal characters enclosed in
single quotes; multiple selections separated by a slash:
• Keystrokes are bold capitalized characters:
• Typed Data are bold and capitalized characters enclosed in
double quotes:
• Messages (at bottom of form) are normal characters enclosed in
double quotes:
MAIN MENU
KEY BLOCK
LAST NAME
[LIST OF VALUES]
[Save]
‘Edit/Copy’
Tab
“Stuff”
“Query cancelled”
1
Banner Systems Overview Banner™ is an internet accessible data base interface developed and
maintained by SunGard SCT. The OSU administrative computing staff
provides software and user support by integrating OSU-specific
enhancements to the Banner system.
The Banner software consists of interrelated modules that control access to a common ORACLE
database. For example, data entered through SIS is shared with FIS and HRIS. Menus provide
access to each of the modules and its related forms. All OSU Banner modules use database
management software to store, manage, retrieve, and protect information.
Hardware and Software Requirements
Connection to the Banner system is through your desktop browser. A current software list is
maintained at: http://oregonstate.edu/dept/computing/banner/ban_forms_req.html.Your
DCA (Departmental Computer Administrator) will be able to assist you.
Banner Modules
Banner FIS (Financial Information System) is a comprehensive, integrated financial
management module that supports tracking, maintaining, and processing of all relevant
financial data by:
• Enabling administrators and managers to view departmental and university financial
information such as fund balances and budget status.
• Enabling accounting staff to pay vendors and reconcile departmental accounts.
• Providing a vendor payment history for review.
• Providing a document audit processing via the electronic approvals process.
• Providing grants and contracts information online or through printed reports.
Banner HRIS (Human Resource Information System) is a module that
supports the payroll and human resource administration by:
• Providing Office of Human Resources’ representatives online access to
employment histories.
• Providing immediate activation of new-employee payroll records.
• Providing efficient administration of payroll and benefits information.
• Allowing mass updates to the compensation system at OSU.
• Granting employees access to certain employment-related records through the Web.
Banner SIS (Student Information System) is a collection of program sub-modules, each
associated with an area of student activity (e.g., admissions, registration), providing:
• Academic advisers with online access to student transcripts and academic histories.
• Administrative offices with the ability to locate information and make it accessible to
students quickly and efficiently.
• University directors and department heads with comprehensive management
information in order to monitor and optimize course offerings and faculty scheduling.
• Students with the ability to register, adjust, or confirm schedules using the Web or
campus Kiosks.
2
Banner Instances
There are three Banner instances, with each instance being a complete copy of the Banner system.
Links to all three instances can be found at the OSU Banner Homepage:
http://banner.oregonstate.edu/. This is a page to bookmark to simplify your access path into Banner.
• Production Instance - PROD. This is the Production instance for day-to-day activities that accesses
the current version of Banner and is linked to the OSU database. When you log in using your
personal Username and ID, the form identification line (near the top of each form) displays PROD.
• Development & Training Instances - DEVL and DEV2. These two instances of Banner access past,
current, or future versions of Banner linked to two different test databases. These instances are
used for training, and for developing and testing new versions of the software as they are
received from SunGard SCT. When you log in, the form identification line displays either DEVL or
DEV2. The section, Training Username and Password, describes the process to gain access to
these instances.
Banner Security
OSU security policies and procedures are in place to protect the accuracy and confidentiality of Banner
information. Computer-level security prevents unauthorized access to the administrative computer
system on which Banner resides. Form-level security controls access to Banner forms and,
subsequently, to data that is accessed through those forms. Both levels of security are maintained
through the use of a unique ONID credential combination.
By requiring specific access levels and ONID credentials to log into Banner, we provide protection
against unauthorized access and multiple sessions by the same user. User access is granted to one or
more of the Banner modules (FIS, SIS, or HRIS) at either the query or update level, based on the
individual user’s needs. Query-level users are limited to accessing and viewing information, and
update-level users may additionally insert, delete, and modify information in the database.
Conditions for receiving your Banner access are that you are an OSU employee that has a “need to
know” of specific information to do your job, that you have completed and turned in a Banner and
Data Warehouse Request for Access form, that all prerequisite training has been satisfied, and that you
have logged into Banner to synchronize your ONID credentials with Banner. Your access is granted at
the conclusion of your module-specific Banner Training Session, so we ask that you complete and turn
in your Request for Access form five working days before the class.
OSU Data Warehouse
The OSU Data Warehouses were built to allow the end-user easy access to centrally stored employee,
student, and financial information to create ad hoc reports.
Data Warehouse access is based upon each user's job requirements and access level approved by the
Department Head or Business Officer. Data Warehouse access is typically only granted to OSU
employees that have the same level of access in Banner. Additionally, training requirements for each
model of the Data Warehouse must be met, and the Request for Access form must be approved before
a user can have access to the Data Warehouse.
Data Warehouse users receive support from the System Integrators of the Warehouse Integration and
Training Team (WITT) in Central Computing. For contact phone numbers and additional information
about the OSU Data Warehouse, visit our web site at:
http://osu.orst.edu/dept/computing/warehouse/general.htm .
Banner Navigation
3
Accessing the Banner System
Getting Authorized
All prospective Banner users must be authorized by signature authority. To apply for access,
use the Banner & Data Warehouse Request for Access form available on the web. The link:
http://osu.orst.edu/dept/computing/banner/access.html takes you to an instruction sheet on the
form. The first page of the form is to be filled out by your supervisor and signed by your Dean,
Department Head, or Business Officer. The Confidentiality and Policies statement (page 3 of
your access forms) must have your original signature. The printed and signed pages are to be
sent via Campus Mail (or taken directly) to Banner & DW Access, 206 Milne Computer Center.
All Banner users are expected to comply with OSU policies in regard to
confidentiality and security of records. For detailed information, refer to
page 3 of your Request for Access form.
Banner Training The second part of accessing the Banner system is attending the required Banner training
sessions. The sessions provide information about Banner and the modules used at OSU,
including Banner forms and the latest in navigating menus and forms. With the exception of
FIS, the training sessions are offered once a month, and are available for registration using
Professional Development.
Banner Training Sessions
• Banner Basics is a training based on this document offering hands on experience
navigating in Banner. Entry-level users are encouraged to attend this training before
attending the module specific training. For questions about this training aor training
schedules, call Ross Jackson in Warehouse Integration and Training at 737-8767.
• SIS Banner is required for access to Student Records in Banner. For questions, call Ross
Jackson in Warehouse Integration and Training at 737-8767.
• FIS Banner is required for access to Financial Records in Banner. For questions, call
Patricia DeLuca in the office of Business Affairs at 737-0651.
• HRIS Banner is required for access to Employee Records in Banner. For questions, call
Linda Sather in the Office of Human Resources at 737-8076.
Signing up for Banner Training
Register for your training directly on the Professional Development web site:
http://oregonstate.edu/training/, or by sending e-mail to the Information Services
workshop registrar at: [email protected].
Please make note of the training prerequisites (including class materials) listed on the web
site.
Training Username and Password
SIS trainees may use the Training System before the class to begin exploring Banner,
including the menu structure, forms and navigation aids, naming standards, available
functions, and sample queries. To access the current Training System, call 737-8767 for a
username and password. FIS and HRIS trainees will receive a training username and
password at their training session.
4
Your ONID Username and Password
Username: All OSU students, faculty, staff, and associates are assigned a unique ONID
username to access many OSU services like wireless network, Blackboard, ResNet, IS computer
labs, Interlibrary Loan, and others. ONID is also used to log into the OSU Banner system. The
purpose of the ONID credentials is to ensure that only authorized users access the system.
OSU policy requires that you use your own personal credentials, and that you do not share
them with others.
Passwords: The security of data in each Banner system depends upon how well you select and
protect your password. Because your original password is given to you in written form, you
must change the password the first time you log into Banner. There are some specific
password guidelines:
• Passwords are a minimum of 12 characters in length, a maximum of 30.
• Passwords must include both uppercase and lowercase letters.
• Passwords must include at least two non-alphabetic characters, including numbers (0-9)
and/or some special or punctuation characters.
• Passwords cannot exist in the dictionary.
• Passwords must be changed every 365 days.
To protect the security of your ONID password:
• Take deliberate steps to assure that you do not share your ONID password.
• Change your password if you believe that it has been compromised.
• Choose a string of characters that will be easy to remember but will not
be guessed easily by others.
Your Banner access will be disabled if you have 10 successive failed attempts to log on, or if you
have had no account activity for 365 days.
Changing an Expired Password
When your password has expired, you can reset it by logging into ONID, and:
• Select Change Password
• Enter your old password.
• Tab
• Enter a new password.
• Tab
• Type the new password again to verify
accuracy.
• Click the [Set Password] button.
A password strength indicator will
demonstrate how secure your new
password will be.
For questions or more information about resetting your password, call (541) 737-2494.
Banner Navigation
5
Logging In and Out
Logging In:
Using your preferred browser, go to the OSU Banner Homepage at:
http://banner.oregonstate.edu/ , and click on Banner – PROD. Enter your ONID credentials
(it is case sensitive) in the Login form:
• Enter your ONID username
• Tab
• Enter your ONID password.
• Enter (or click the [Login] button)
When you enter valid ONID credentials,
you are taken to Banner’s Main Menu.
To access the Banner Training system, start DEVL or DEV2 from you desktop and enter the
training ONID credentials. See Training Username and Password.
Logging Out:
At the end of your session, log out of Banner in order to protect against unauthorized use.
From your Banner window, you can log off by either clicking on
the [Exit] button on the toolbar, or by clicking on the [Close]
button in the Session window.
Unless you have set preferences to do
otherwise, you will be asked if you want to
terminate the session.
If you want to get back to the OSU Banner home
page, click on HERE, otherwise you can close the
browser window or use it for other purposes.
Closing the browser window with Banner active may result in your session being
hung! Multiple sessions are not allowed, and to ensure that you don’t attempt to
start a 2nd Banner session, close the coffee cup in your icon bar.
Form Names in Banner Banner forms follow a standard naming convention. Names are seven characters long, and the
first character of the form name identifies the primary Banner system to which the form belongs.
For example:
F = Finance G = General P = Human Resources/Payroll
R = Financial Aid S = Student T = Accounts Receivable
The remaining characters differ between Banner Modules. Refer to the related class materials for
SIS, FIS, or HRIS for additional form-naming examples.
6
Navigating in Banner Understanding menus, navigation tools, form components and formats, and form content will
help you use Banner efficiently. Navigation tools specific to SIS, FIS, and HRIS are included in the
class materials for each Banner module.
Navigation Tools
• Mouse: In the Banner system, you may point and click the mouse to navigate between
fields within a window, to access drop-down menus, and to activate buttons.
• Keyboard: The keyboard is sometimes required for navigation. There are keystroke
sequences for all navigation functions. You may prefer using keystrokes, for instance,
pressing the Tab key to move from field to field within each block of a form.
• Auto Help Line: The messages that appear in this line in the gray area at the bottom of the
form can provide basic navigation guidance.
• Drop-down Menus: Clicking on selections in the MENU BAR above the FORM IDENTIFICATION
LINE will allow you to access all navigation functions.
Click on the menu name and then select the desired action from the list.
Each form has a location sensitive Drop-down Menu in the MENU BAR for
‘Options’ and ‘Help’ used to navigate to an additional piece of the form, to
another form, or to help information that relates to the content of the form
that you are viewing (see Options and Help on page 8).
• Buttons on the horizontal TOOL BAR provide another access to Banner functions. The
toolbar in the main menu is the same as in the forms, and it activates/deactivates buttons
and menu selections as appropriate for the location. This results in a double click on the
‘Exit’ button issue – it will first close the form, and then attempt to close Banner when you
have opened the form from the main menu. An interrupt window will ask if you are
intentionally closing Banner. Note the Type/Click Ahead Warning on page 8.
The names on some buttons differ from the name of the function they perform. In the
descriptions on the following pages, when the name is different from the function
name, the function name is identified using SMALL CAPS within the square brackets.
Exit Online Help
View/Send Message Print
Cancel Query Execute Query Enter Query
Previous Block Next Block
Save Rollback Select
Next Record Previous Record Remove Record Insert Record
Banner Navigation
7
Navigation Buttons, Keys, and Help
There are several standard keystroke operations that do not appear as buttons:
• The Enter key will operate a button that is outlined in black.
• The Tab [NEXT FIELD] and Shift+Tab keys [PREVIOUS FIELD] are used to navigate within a
specific DATA BLOCK on a form.
• The Control+Tab [NEXT TAB] or Control+Page Down [NEXT BLOCK] are used to move forward
through tabs in a form, and Control+Shift+Tab [PREVIOUS TAB] or Control+Page Up
[PREVIOUS BLOCK] are used to move backward through tabs.
• The [Search] button, or [LIST OF VALUES] function (F9), when activated from a specific field,
takes you either to a validation form to look up a value or to a query form to look up data
for that field.
• The [Count Hits] button, or [COUNT QUERY HITS] function (Shift+F2), when used with a
query, will return the number of records that will be selected by executing the query. At
other times (more commonly in the SIS and HRIS modules), when activated from
specifically identified fields, the function will take you to another form where additional
information can be viewed about the data in that field.
The buttons on the TOOL BAR perform common navigation functions that can also be carried
out with the keyboard. The keyboard stroke is noted within parenthesis.
• The [Save] button, or [ACCEPT] function (F10), will update the data base with new or
updated data within the form.
• The [Rollback] button, or [CLEAR FORM ROLLBACK] function (Shift+F7), clears the current
INFORMATION BLOCKS of data and moves the cursor to the KEY BLOCK.
• The [Select] button, or [EXIT WITH VALUE] function (Shift+F3), will close the current form
and carry the selected data back to the previous form.
• The [Insert Record] button/function (F6) will insert a record after the record that is
currently selected, and the [Delete Record] button/function (Shift+F6) will remove the
record that is currently selected.
• The [Previous Record] button/function () and [Next Record] button/function () are used
to navigate between records in a specific data block.
• The [Next Block] button/function (Ctrl+Page Up) and [Previous Block] button/function
(Ctrl+Page Down) are used to navigate between data blocks and windows containing data
blocks.
• The [Enter Query] button/function (F7) sets up a data entry form to query mode, and the
[Cancel Query] button, [Exit] function (Ctrl,q), returns a form from query to data entry
mode. The [Execute Query] button/function (F8) initiates a data base search for records
containing the values specified in the populated fields of the form.
• The [Exit] button/function (Ctrl,q) returns you to the preceding form or menu. Note that
when the form is being used to enter data, [Exit] will prompt you to save or discard any
unsaved information or changes.
8
The right mouse button provides added navigation functionality, by right-clicking anywhere on
the open part of the form. This ‘Options Menu’ (also in the MENU BAR) provides selections to
Rollback, Save, Exit, Print, Add to Personal Menu, and form-specific navigation within the form
(moving to other blocks) or to other forms:
• There may be several windows of information that are part of the form you are viewing.
Once you have filled in the KEY BLOCK information, you can navigate to any part of the
form by making a selection from the ‘Options’ list.
• Other forms that contain related data to the information you are currently viewing are
indicated by a form name enclosed within square brackets; e.g. [SSASECT]. When you
click on the selection, the current form is closed, and the indicated form is opened,
carrying pertinent information into the key block fields. To return to the original form,
close the one you have moved into.
The selections in the MENU BAR Drop-down for ‘Help’ provide some online help tools and
utilities in Banner:
• The ‘Online Help’ button (and the Help menu option) is cursor
sensitive and it opens a window initially displaying information about
the form on which you are working. Within that window, you can also
browse, search, view expanded information, and use the index to
locate topics in online help.
• The ‘Help | Dynamic Help Query’ and ‘Help / Dynamic Help Edit’ menu
options open an unsupported form of online help. Data, when
available are cursor specific, though the information is typically
maintained by specific OSU departments.
• The ‘Help | Help (Item Properties)’ menu option opens a window that describes the
attributes of the field the cursor within.
• The ‘Help | Show Keys’ menu option /function (Ctrl+F1) lists keystrokes for available
functions. The displayed list is cursor position specific.
• The ‘Help | List’ menu option performs a [LIST OF VALUES] function (F9), when activated
from a specific field, takes you either to a validation form to look up a value or to a query
form to look up data for that field.
• The ‘Help | Calendar’ menu option opens a calendar window that can be used to select a
date to place in a date field. The utility can also be initiated by double clicking in a
numeric field, or can be accessed by typing Alt, H, N.
• The ‘Help | Calculator’ menu option opens a calculator window that can be used to
perform a calculation and place the results in a numeric field. The utility can also be
initiated by double clicking in a numeric field, or can be accessed by typing Alt, H, C.
Type/Click Ahead Warning: Banner remembers and processes every keystroke you type and
every click you make with your mouse. If you press a key or click your mouse and it
appears that nothing happened, check the Auto Help Line message. When Banner is
processing a function (e.g., Query), the Auto Help Line displays “Working...” Be patient
during this time unless you are aware of the outcome.
Banner Navigation
9
Three Types of Banner Forms
Menus enable you to navigate to functional forms. The SIS, FIS, and HRIS materials for the
modular courses include information about using menus, and the naming structure of the forms
specific to the module. Navigate through the menu structure to locate the form you wish to use
and double click on it. If you know the name of the form you wish to use, type its name into the
‘GO:’ box near the top left side of the screen.
A. The MY BANNER MENU provides an area where you can develop a personal menu.
B. The SCT BANNER MENU displays a view of the SCT menu, limited to your access. To expand
or close the menu, click on the box to the left of the menu name. To open a menu, double
click on the menu name.
C. The OSU USER MENUS are tailored to provide direct access to the standard forms used by
departmental OSU Banner users.
D. The GO TO… field is the only data-enterable field. Type the name of the form you want and
press the Enter key for quickest access to any given form.
E. The BANNER BROADCAST MESSAGES area displays notifications of scheduled maintenances
and outages.
A
B
{ C
D
E
10
Functional (or application) forms perform specific data entry and/or update functions. They are
also used to perform queries to retrieve specific information from the data base. The navigational
components and field types are described below.
Mandatory fields must be completed before moving to the next field or returning to the previous
field.
A. The FORM IDENTIFICATION LINE, includes the form name, the form version, and the instance of
Banner you are in.
B. The KEY BLOCK controls the information viewed in the form.
C. The KEY FIELDS (such as ID NUMBER) in the block are data-enterable fields, and are used to
access the database to retrieve related data.
D. The [Search] button, or [LIST OF VALUES] function (F9), takes you to a query form to look up
data base information to place in the associated data-enterable field. [Search] buttons can
be found both in KEY BLOCKS and INFORMATION BLOCKS.
E. INFORMATION BLOCKS contain collections of data FIELDS. The FIELDS may be empty when the
form is first displayed, and are filled in when you move from the KEY BLOCK. The information
in each data block is stored in the database as one or more records, and may be displayed in
one or more TAB.
A
{
I
J
B
D
F
H
E
G
{ C
Banner Navigation
11
F. RADIO BUTTONS are groups of two or more circular buttons, and they may be grouped either
horizontally or vertically. Each button represents one possible choice from the group, and
choices in a group are mutually exclusive; only one RADIO BUTTON may be selected at a time.
G. A CHECK BOX is a field that can be toggled on or off. Often it is a “yes/no” indicator, with a
check indicating “yes.”
H. A FIELD NAME shown in blue text indicates there is a validation form available through [LIST OF
VALUES] to look up a specific value for the associated data-enterable field. See Validation
Forms (below) for more specific information.
I. Upon right clicking your mouse, the links that appear in the OPTIONS MENU are cursor
sensitive, and change as you navigate through the form. An [OPTIONS] link may take you to
another window within the current form, or to a different form altogether. If a form name is
in square brackets adjacent to the window name, it will take you to a different form. The
‘Options’ drop-down menu has an equivalent menu selection for each [OPTIONS] link in the
OPTIONS MENU.
J. The RECORD INDICATOR in the AUTO HELP line at the bottom of the form, indicates the current
location within the list of records. It indicates the number of the current record and the total
number of records in the information block: e.g., [XXXxXxxx] indicates record #1 in a list of 1
record. The “?” after a slash indicates that there are records that have not yet been viewed.
Validation Table Forms provide the specific (and only) values defined for a field by OSU. A FIELD
NAME shown in blue text indicates there is a validation form available for the associated field,
and it is invoked by clicking on the [Search] button adjacent to the field, or by doing a [LIST OF
VALUES] function (F9).
The [FIND] function works in two ways:
• The “mouse free” method is to simply type the
first character of the code. This will reduce the
list to the codes that begin with that character.
This technique works for ensuing characters as
well. When enough of the first characters have
been typed to be unique for the code, the code
will be automatically returned to the data field.
• The FIND field allows you to use a Wildcard search
to limit the list of valid values. Enter the search
criteria, using the Wildcard “%”, before and/or
after, and click the [Find] button to search the list
for all entries that match your criteria.
The [OK] button returns you to the form you are in with the highlighted value.
The [Cancel] button exits out of the list without bringing back a value.
The validation form can also be used to view code descriptions when they are not displayed in
the forms.
12
Extended Search
The Extended Search feature provides a fast way of finding information in the database to place in data-
enterable fields without going through a [Search] button or using the [LIST OF VALUES] function. The
important thing to remember about using the tool is that you are not running a standard query, and
therefore you do not use the query buttons to navigate initially. The Extended Search can be used to find
IDs and names, and in some forms it can be used for other data enterable fields - particularly code values
found in validation tables.
To Search by ID:
• With the cursor in the ID field in the
KEY BLOCK,
• Enter a partial ID number, preceded
or followed by a %, and
• Press the Enter key.
To Search by Name:
• With the cursor in the ID field in the KEY BLOCK,
press the Tab key to navigate to the NAME field,
• Enter a partial name (formatted by last name, comma,
space, first name) followed by a %, and
• Press the Enter key.
For either the Name or the ID search, if the portion you have entered is unique, the data will show up in
the key block fields. Otherwise you will see the ‘ID and Name Extended Search’ window open where you
have the chance to view the data returned and/or to refine your query. In the upper right corner of the
window you will see a number, a [Drop-down] button, and a red slashed circle.
To review the list of results and select the person you are looking for:
• Click on the [Drop-down] button,
• Scroll to your choice, and
• Click on the choice you want.
You will be returned to the KEY BLOCK
with that data.
If you do not wish to select any of the
results returned from the search:
• Close the window.
You will be returned to the KEY BLOCK
with no data.
The lower portion of the form can be used to refine the query by entering the additional search criteria
and clicking the [Search] button. To remove the search criteria and enter different criteria, click on the
[Clear] button. Notice that this part of the form works as a regular query, using the [EXECUTE QUERY] and
[CLEAR FORM ROLLBACK] functions.
% 6789
Appendices
79
Appendix A: Banner Hot Keys
Function Keys Function Keys
ACCEPT (SAVE) F10 LIST OF VALUES F9
CLEAR FORM Shift+F7 NEXT BLOCK Ctrl+Page Down
CLEAR BLOCK Shift+F5 NEXT FIELD Tab
CLEAR ITEM Ctrl+U NEXT RECORD
CLEAR RECORD Shift+F4 NEXT TAB Ctrl+Tab
COUNT QUERY HITS Shift+F2 ONLINE HELP Alt, H, O
DELETE RECORD Shift+F6 OPTIONS MENU Right Click Mouse
DISPLAY CALENDAR Alt, H, N PREVIOUS BLOCK Ctrl+Page Up
DISPLAY CALCULATOR Alt, H, C PREVIOUS FIELD Shift+Tab
DISPLAY ERROR Shift+F1 PREVIOUS RECORD
DISPLAY NAV TO FORMS F5 PREVIOUS TAB Shift+Ctrl+Tab
DISPLAY NAV TO TABS F2 PRINT SCREEN Shift+F8
DUPLICATE ITEM F3 PROPERTIES OF ITEM (Field) F1
DUPLICATE RECORD F4 REFRESH PAGE Alt, F, H
ENTER QUERY F7 SCROLL UP (Records) Page Up
EXECUTE QUERY F8 SCROLL DOWN (Records) Page Down
EXIT/CANCEL Ctrl+Q SELECT Space Bar
EXIT WITH VALUE Shift+F3 SHOW KEYS (Help) Ctrl+F1
Keystrokes separated by a plus sign (e.g., Shift+F1), require you to press and hold the first
key down, press the second key, and then release both.
Keystrokes separated by a comma (e.g., [Alt, A, S]), require you to press and release each
key before you press the next key.
80
Appendix B: Banner Terminology
Action Menu: a drop-down menu listing navigation and command functions.
Application Form (also Functional Form): a form used to enter, update, and query information in
Banner.
Block: a section of a form containing related pieces of information. For example, Banner forms
may include a key block at the top which identifies the form, and one or more framed data
blocks, each focusing on one group of data.
Button: a shaded rectangle preceding a field that, when clicked, performs some function, e.g.,
List of Values, move to a different form, etc.
Banner Session Window: the open window in which Banner form windows are placed. Used to
minimize a session.
Data: information that is specific to OSU students, classes, employees, positions, finances, and
ledgers used for computer processing.
Database: a collection of data tables where all Banner data are stored.
DCA (Departmental Computer Administrator): is the person in your department who is
responsible for your office network, and who installs the software on your desktop computer.
DEVL and/or DEV2: are Banner instances that contain a collection of test data and the pre-
release version of forms. They also provide current forms and test data to be used by trainees
Field: a data item within a block. For example, an address information block may include fields
such as address, city, state and zip code.
Form: the general term for a Banner screen display. A form may be either a single page or a
series of pages.
Function: a Banner command that generates some on-screen or database activity. An example is
[List of Values]. The function may be abbreviated using the first letters of the command, such as
LOV. In Banner Basics, these commands are shown in capitals.
Function Keys: the keys on your keyboard that you may use to execute various Banner functions.
The Banner Function Key Map (Appendix B) lists functions and their required keystroke
combinations.
Functional Form (also Application Form): a form used to enter, update, and query information in
Banner.
GUI: Graphical User Interface, a Windows-driven software that supports the use of a mouse for
navigation.
Help: lines and screens of information that provide immediate assistance with Banner forms,
blocks, and fields.
Key Block: appears at the top of each type of form and provides or requests information needed
to access data.
Appendices
81
List of Values: a list of possible values for a field, generated by clicking the List of Values (LOV)
button next to the field. Value lists are displayed only for those fields that have an associated
table of values in the database.
Menu: a list of choices displayed on the screen to allow Banner users to select a module, menu,
or form.
Modules: the program components of the Banner system; each module is affiliated with a
particular function, such as admissions or registration (SIS), accounting (FIS), or payroll or
benefits (HRIS).
Mouse: a navigation device that can be used to move between fields and blocks within a
window, access drop-down menus, and activate buttons.
Navigation: a term commonly used to describe the process of maneuvering in and
between modules and forms.
Online: describes the access method used in Banner sessions. Changes made to the data are
immediately available to all Banner users. The modules, forms, data and help facilities are online.
ORACLE: the database management software used by the Banner system to store, manage, and
retrieve information.
Query: a request to retrieve and display information from the database.
Record: a collection of data fields that are stored and retrieved within the database as a single
unit. One or more records may be included in one block of a form.
Scroll Bar: a horizontal or vertical bar that appears at the bottom or side of a form window.
Clicking the arrows at each end of the bar allow you to view hidden columns in the form.
Table: how information is organized in an ORACLE database. Tables are made up of columns and
rows. Each column contains one kind of information (e.g., ID number, name, etc.) and each row
contains one set of information (e.g., one row for each person).
Value: data that is entered or displayed in a field.
82
Appendix C: Configuring Your Desktop and Browser
There are some things to set on your desktop computer to make your interaction between the
browser and Banner more friendly. Much of that is dependant upon your selection of browsers
and how it is set up to operate. The following sections describe some of the issues and solutions
that are browser related, and the problems that are “show stoppers” are indicated with a caution
symbol:
First lets look at settings on your computer:
Left-handed Mouse
For those who operate their mouse using their left hand, re-assigning the buttons on the
mouse does not work with Banner, unless you have a driver for that purpose. For
Windows XP and 2000, Intellipoint 5.0 Mouse software will do the trick, and it is available
on the Microsoft Download Center.
Screen Resolution - the “Jumping” screen
One of the complaints we have experienced is that the Banner menu jumps around as you try
to make a selection – resulting in opening forms that were not expected. When this is
occurring, generally you will see scroll bars at the right hand edge and/or the bottom of the
Banner window. Clicking in the window causes the window to scroll, resulting in what appears
to be a jump.
A simple solution is to maximize the Banner window, though it may not be all that is
necessary. Banner now requires a VGA monitor running with a screen resolution of 1024x768.
The required resolution can usually be achieved using a 17 inch monitor, though customers
using “large fonts” will find that a 17 inch monitor may still be too small.
To change screen resolutions in any version of
Windows:
• Right-click on a blank area of your desktop,
and left-click on Properties.
• On the Properties dialog box, click on the
Settings tab at the top of the box.
• In the Screen Resolution area towards the
bottom left, drag the slider to the right until it
says 1024 by 768 pixels.
• Click OK.
Appendices
83
Start Menu / Taskbar
The Start Menu/Taskbar can take up monitor space, covering up some portion of your
Banner window. You can either hide the taskbar, or move it, or both.
To hide the taskbar:
• Right-click in the Taskbar
• Select ‘Properties’ at the bottom of the list.
• Click on the ‘Auto-hide the taskbar’ check box.
• Make sure the ‘Keep the taskbar on top …’ check
box is selected.
o Optional: you may also want to move the taskbar
itself to an edge of the screen where a hidden
taskbar is not popping out at inappropriate times. I
leave the left edge of my desktop (where I keep my
shortcuts) uncovered. To move the taskbar, simply
click on it and drag it to the edge that you want.
You may need to unlock the taskbar first by
deselecting the ‘Lock the taskbar’ check box in the
Taskbar ‘Properties’ window
• Click OK.
Moving the cursor to the edge where the taskbar is hidden will make it visible again.
Now that your computer is set up, lets look at settings in your browser:
New Tab or Window on Launch
Banner has the advantage of extended timeout periods which allow users to keep their Banner
session open while they are performing other tasks. A problem arises when you click on a link
to another web site from any other application … including your e-mail.
Most browsers are set to open a new web site in a new tab of the default browser window. It
is important when you have a Banner session open in the browser identified as the default,
that opening a new web site does not close your Banner session and replace the session
window with the new web site. Allowing your Banner session to suspend in this manner will
sometimes leave your session unrecoverable and active, which will prevent you from logging
back into Banner with a new session. Sometimes you can recover from this by using the ‘Back’
button in the browser toolbar.
One solution is to isolate the browser Banner is using by having two browser software
applications … one for Banner and one for everything else. You can then set the home page in
the Banner browser to the OSU Banner home page (http://banner.oregonstate.edu/), and set
the one for everything else as your default browser. A single browser solution is to ensure how
the browser handles opening new web pages.
Descriptiuons of how to make these settings for the two supported browsers at OSU follow on
the next page.
84
Internet Explorer
To set the home page and/or default browser:
• Click on ‘Tools/Internet Options’
• To set homepage tabs, enter the page URLs in the
‘Homepage Address’ window on the ‘General’ tab.
• To set the default browser, check the box ‘Tell me if
Internet Explorer is not the default …’ on the ‘Programs’
tab.
• Click OK, close IE, re-open IE, and answer “Yes” to IE
being the default browser.
To change how Internet Explorer
handles opening new links:
• From your browser menu, select ‘Tools/Internet Options…’
• In the ‘General’ tab, click on [Settings] under TABS, and
ensure ‘Enable Tabbed Browsing’ is checked.
• If you don’t want to use tabs, click on the ‘Advanced’ tab.
• Uncheck the ‘Reuse Windows…’ check box to force
opening a new Window. You will find the check box in
alphabetical order near the bottom of the ‘Browsing’
options list.
Mozilla Firefox
To set the home page and/or default
browser:
• Click on ‘Tools/Options…’
• Click on the ‘General’ tab, and enter the
page URL in the ‘Homepage’ window.
• To set the default browser, Click on the
‘Advanced’ tab, and check the box
‘Always check to see if Firefox …’
• Click the ‘Check Now’ button.
• Answer “Yes” in the ‘Default Browser’
window if it is not the default.
To change how Firefox handles opening new links:
• From your browser menu, select ‘Tools/Options…’
• In the Options window, click on ‘Tabs’.
• Select the ‘Open new windows in a new tab …’ checkbox.
o Optional: checking the ‘When I open a link in a new tab
…’ box makes the new Tab active.