oracle student systems update - sans expertisecentrum · oracle student systems update ......

Oracle Student Systems Update

EMEA HEUGOctober 17th , 2017

Lucas Heymans

Higher Education Product Strategy

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Agenda

• Introduction

•Campus Solutions 9.2– Upgrade

– What’s New?

– Roadmap

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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 4

HED Development Organizational Updates

New leadership team, new investment and new resources

• Vivian Wong New Group Vice President for Higher Ed. Development

• Cary BrownSr. Director, responsible for Campus Solutions

• New positions: VP for Product Innovation and Director of Product Design


Transforming the Student Experience to Help Every Student Succeed

Oracle’s Modern Student Strategy

Student First Extensible Technology Practical Path


20222016 2017 2018 2019 2020 2021

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Options for your path forward

Oracle Student Products Timeline Summary

Campus Solutions 9.0

Campus Solutions 9.2

Campus Solutions 9.0 begins Sustaining Support

Student Cloud

And beyond…

Development CONTINUES

Development CONTINUES

SIS “basic” target

Cont Ed target


Choice

One Size does NOT fit All

Our Goal is to Meet you Where YOU Are

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Oracle Campus Solutions 9.2 Lifetime Support PolicyOracle continues to invest in customers who are on or moving to CS 9.2

• There is no “end of life” date for Campus Solutions 9.2

• Continuous delivery for PS 9.2 applications means that enhancements and updates are provided on the 9.2. codeline

• Premier Support dates are evaluated for update each year

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Available at:Oracle Lifetime Support Policy for Oracle Applications Guide(http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf)


Campus Solutions 9.2Upgrade


The Path Forward

Upgrade to CS 9.2 to achieve modern UI

and operational efficiencies

Adopt supplemental Cloud solutions

to differentiate and meet strategic needs

Standardize processes and eliminate customizations

to achieve operational efficiencies


More and more customers LIVE with CS 9.2!

CS 9.2 Upgrade Success

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CS 9.2 Upgrade Success

“The smoothest and easiest upgrade we have done so far.”

Kristin HumphreysManager, Student Systems

• Over 27,000 students on three campuses

• Technical upgrade completed in 5.5 months

• Heavily customized environment

• “Functional” upgrade now under way to eliminate customizations and implement new features


Campus Solutions 9.2 UpgradePlan and Prepare: What you need to know

• Re-Certified CS 9.2 Upgrade Source Image 9.2.001 posted January, 2017–Requires minimum CS 9.0, Bundle #34, HCM Bundle #25 and PeopleTools

8.54 or higher before commencing their recertified upgrade.

–Upgrading to CS 9.2 will take customers to the equivalent of CS 9.2 PUM Image 3 (~= CS 9.0 Bundle 43) and PeopleTools 8.55.10

• Using a certified upgrade ensures that your upgrade is predictable and successful

• Upgrade images are to be used for upgrade activity only!

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7/22/2016 CS 9.0

Bundle 42

10/28/2016 CS 9.0

Bundle 43

1/27/2017 CS 9.0

Bundle 44

4/28/2017 CS 9.0

Bundle 45

07/28/2017 CS 9.0

Bundle 46

CS 9.0 Bundle 47

Campus Solutions Upgrade, PUM Images, Bundles

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1/17/2017 Recertified CS 9.2 Upgrade PT 8.55

7/26/2016 Update Image

CS 9.2.002


CS 9.2.003


CS 9.2.004


CS 9.2.005


CS 9.2.006

2017 Update Image CS 9.2.007


What’s New With CS 9.2


Forms Builder

• Step by step process to create, preview and activate forms with values that you want to capture

• Forms deployed with Instructions, URLs, Attachments

• You can use approval workflow

• No need for IT or customization

• MOS White Paper: Doc ID 1683816.1

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Easy to deploy, Efficient to use


Pivot Grids

• Delivered PeopleTools technology

• Visualizes the data you want to understand and analyze

• Key operational analytics

• Aggregate data provides insights quickly

MOS White Paper: Doc ID 1683816.1

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Analytics that provide Insight to Action!


Creating the Modern User Experience

• Initial focus on student and applicant experience

• Enlist a “Mobile First” design and development approach

• Standardize common patterns across Campus Solutions applications

• Ensure co-existence between Fluid and classic user interfaces

• Enhanced functionality to support Fluid transactions

• Uses existing PeopleTools technology

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Campus Solutions Fluid Strategy


• Efficient guidance – step by step sequences

• Versatility; applicable to a number of use cases

• Organizes complex or infrequently performed tasks

• Reduce user errors, improve precision

• Easy to use and deploy

• 8 delivered templates accessible in a delivered Task Mgt WorkCenter

Innovations that ensure value…

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Better usability with Activity Guides


PeopleTools 8.56 is available


“Classic Plus” and Campus Solutions 9.2

• New style sheet in PT 8.56

• Designed to allow classic pages to mimic look /feel of Fluid

• Minimize visual differences

• Provide unified user interface

• Global “switch” to enable Classic Plus

• Switch at component level to convert component

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PUM Analytics

• Dashboard

– Looks similar but the information is different

– Show an element of scope within the Analytics

– Drive the User Interface from the Analytic


PeopleSoft Test Framework

• Query Based Testing

– Perform a query, save the results, and drive the test using data from the query

– The most requested feature for PTF

– Optimized for developers

– Lets Testers create single tests that execute many times and are easily portable across different environments

• Testing with Charts

– Create PTF tests that interact with charts

– Capture values and compare results


8.54

July 2014

December 2015

8.56

PeopleSoft PeopleToolsNot Just PeopleTools Versions Anymore

8.55Tools

ApplicationFeatures

BackportedEnterprise

Components

PeopleTools 8.55.11

FSCM Image nnCRM Image nnHCM Image nnELM Image nnCS Image nnIH Image nn

Available on Oracle Marketplace

June 2017

Copyright © 2017 Oracle and/or its affiliates. All rights reserved. |

Looking Forward

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Campus Solutions Roadmap: Ensuring Value

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• Selective Adoption

• PeopleSoft Productivity Tools

– Activity Guides

– Pivot Grids

– Forms, Approvals and Page Composer

– Workcenters, Dashboards

• Fluid UI Homepages, Tiles, Navigation Collections, etc.

• Advanced Search Technology: PS Search Framework – Elasticsearch

Campus Solutions 9.2 Technology Uptake

• Continued Redesign -Transactions for Students, Applicants

• Complete the End to End Enrollment redesign

• Functional Enhancements, Program Enrollment, Activity Management, Advisement

• Campus SS Mobile connected with CS 9.2 Fluid

• Ongoing regulatory support

Campus Solutions 9.2 Functional Excellence

• Continued Redesign – All Operational Areas Transactions for Students, Applicants

• Enhanced Administrative Centers

• Integration to Oracle Higher Education Cloud Solutions

• CS and Oracle Public Cloud, PS Cloud Manager

• PT 8.56, 8.57 features adoption

• Feature Functional enhancements – customer guidance

Campus Solutions 9.2 Advancing to the Future


Campus Solutions 9.2: Current Release and Roadmap

Admissions

• Applicant application management tasks include requesting a

deferral of admission, withdrawing an application, and requesting

a program or plan change, waitlist accept/decline.

• Administrative approvals for applicant tasks requests

Advising

• Academic Progress Detail; requirement details, courses

required/taken

• Planner Course Functions; View, Move, Delete

• Add Courses to Planner from Search, from My Requirement

• AA integration with Enrollment: Add Classes from Planner, Enroll

by My Requirements

Campus Community

• Fluid Profile: Personal Data: Gender Identity Capture and Update

• CS 9.2 Common Attribute Framework Updates: Academic

Program, Plan, SubPlan

• National ID prefix data is required for a UK Nat. Insurance

number.

Student Financials

• Simplified Direct Deposit

• Payment History

• Student Waivers CAF enabled

Student Records

• Class Search- PeopleSoft Search Framework- Elasticsearch

• Enrollment and Enrollment Activity Guide

• Enrollment: Swap Classes (Fluid)

• Student Class Schedule Edit

• Accounting for Different Results Scales in Activity Management

• Grades with Zero Weights in Activity Management

• Browse Catalog using Elasticsearch

• Fluid Unofficial Transcript Request

• Activity Management enhancements allow updates to the result

status of multiple students

Regulatory Updates 2016-2017

Delivered in 2017


Browse Catalog

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New Feature: Configurable Biographic Details

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 34Copyright © 2017, Oracle and/or its affiliates. All rights reserved. 34

Configurable Biographic Details


• New SCC_PERS_BIOG record for Gender and Gender Expression related fields

• Also includes 9 generic attribute fields

• Effective dated

• CAF-enabled for any further fields that may be required in back-office

• New configurable back-office “Personal” page in Add/Update a Person

• Separate security via Permission lists

• New configurable “Biographic Details” Fluid self-service page

• Also allows some existing fields to be deployed that are not supported in classic self-service (Marital Status, Military Status, Religious Preference)

• By default new pages are “turned off” and not displayed until configuration is added

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OverviewNew Biographic Record New Pages



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• Biographic Tab allow you configure fields, field labels, field values for Self Service

– Gender Identity

– Sexual Orientation

– Preferred Pronouns and more…

• Configurable sections to organize data as you wish

• Explanatory information text can be configured and deployed for each data field

Supporting Gender Identity controls



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• Institution defined translate values easily deployed

• New Biographic Details record allows up to 9 Institution Defined fields in 12 sections

• Sequence of appearance is configurable

• Explanatory information Help text configured in text catalog and can include hyperlinks and formatted content

New Pages and Fields


Campus Community Installation

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Biographic Fields

• Display Only can be selected to make a particular field read-only even for user with update access to the page

• All fields labels are configurable using message catalog entries

• Help text is defined using Text Catalog to allow RTF, URL’s etc.


Add/Update a Person

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New Personal Page

• Delivered “turned off”, configuration to select which fields to include

• Separate page secured via permission list

• Effective Date - to track changes

• Updated By – to indicate who updated, i.e. admin or student


Add/Update a Person

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New Personal Page

• Last two fields are examples of institution-defined attributes


Personal Details Configuration

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Biographic Region Setup

• Existing page for Personal Details Fluid page

• Option to add one or more Biographic Regions

• If at least one region/field is defined the Biographic page is enabled in Profile


Biographic Details - SFF

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• First phase supports Data Collection only

• Awaiting Working Group feedback on further requirements

Planned Features and Enhancements

• Allow import of new Biographic fields via Constituent Transaction Management (CTM)

• Adding Personal page to Add Application, Application Maintenance, Create/Update Prospects

• Adding new Biographic fields to existing FERPA/Privacy records

• Enabling Profile pages (including Biographic Details) for Activity Guides

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SummaryScope



Admissions

• Application Management Fluid Approvals and Page Composer

• Enhanced Accept/Decline Admissions Offers options

• Update Program Action process enhancements

Advising

• Advising Notes Access Control

• Advisor Report Generation for Multiple Advisees

• Real-time Advising Report Generation Update

Campus Community

• Preferred Name for Faculty and Advisor Centers

• Activity Guides: View completed agreements

• Self Service Fluid To Do List: Addition of Variable Data

• Constituent Transaction Management (CTM) Enhancements to accommodate delivered Biographic Profile and Gender ID data

• Common Attribute Framework enabled in Organization and Residency Tables

Student Financials

• Official Transcript Ordering and Payment

Student Records

• Fluid – Request for Official Transcripts


Next


Application Management Fluid Approvals: Applicant

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Application Management Fluid Approvals: Administrator

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Admissions

• Administrative Applicants Services Center

• Recommender/Referee Support

Advising

• Updated design for Advisor Center

• Advising Notes: Fluid Self Service

Campus Community

• Enhanced Data Privacy Controls

Contributor Relations

• Enhanced Organization Profiles

Financial Aid

• Allow the Pop Update using data from Pop Select query

• Gainful Employment Federal Reporting

Student Financials

• Collections Workcenter

• Upgrade SF Worklists to AWE

Student Records

• Program Enrollment Program Transfer

• Pop Select for Term Activation and other high value processing

• Fluid – Request for Enrollment Verification

• Import/export XML formatted transcripts

Cross Product Business Continuity

• Common Attribute Framework (CAF) enablement

• PeopleTools 8.56 Classic Plus; Priority Components

• CS Data Integration to Marketing cloud

• Priority targeted Fluid self service pages

Future



Admissions• Applicant application management tasks include

requesting a deferral of admission, withdrawing an application, and requesting a program or plan change, waitlist accept/decline.

• Administrative approvals for applicant tasks requests

Advising• Planner Course Functions; View, Move, Delete• Add Courses to Planner from Search, from My

Requirement• AA integration with Enrollment: Add Classes from Planner,

Enroll by My Requirements

Campus Community• Fluid Profile: Personal Data: Gender Identity Capture and

Update• National ID prefix data is required for a UK National

Insurance number.• Campus Mobile 5.3 supports uptake of the latest MAF

release 2.4, that includes support for Xcode 8

Financial Aid• Outside Aid in Self Service• Large Form Factor Financial Aid Summary

Student Financials• Student Waivers CAF enabled

Student Records• Browse Catalog using Elasticsearch• Fluid Unofficial Transcript Request • Activity Management enhancements allow updates to the

result status of multiple students


Admissions• Application Management Fluid Approvals and Page

Composer

• Enhanced Accept/Decline Admissions Offers options

• Update Program Action process enhancements

Advising

• Advising Notes Access Control

• Advisor Report Generation for Multiple Advisees

• Real-time Advising Report Generation Update

Campus Community• Preferred Name for Faculty and Advisor Centers

• Activity Guides: View completed agreements

• Self Service Fluid To Do List: Addition of Variable Data

• Constituent Transaction Management (CTM) Enhancements to accommodate delivered Biographic Profile and Gender ID data

• Common Attribute Framework enabled in Organization and Residency Tables

Financial Aid

• Fluid Shopping Sheet

• Award Sequencing Enhancement

Student Financials• Official Transcript Ordering and Payment

Student Records• Fluid – Request for Official Transcripts


Admissions

• Administrative Applicants Services Center

• Recommender/Referee SupportAdvising

• Updated design for Advisor Center

• Advising Notes: Fluid Self ServiceCampus Community

• Enhanced Data Privacy Controls

• CS Data Integration to Marketing CloudContributor Relations

• Enhanced Organization Profiles

Financial Aid

• Allow the Pop Update using data from Pop Select query

• Gainful Employment Federal Reporting

Student Financials

• Upgrade SF Worklists to AWE

• Collections WorkcenterStudent Records

• Program Enrollment Program Transfer

• Pop Select for Term Activation and other high value processing

• Fluid – Request for Enrollment Verification

• Import/export XML formatted transcriptsCross Product Business Continuity

• Continued Common Attribute Framework (CAF) enablement

• PeopleTools 8.56 Classic Plus; Priority Components

• Priority targeted Fluid self service pages

Current ReleaseDelivered In 2017

Next Future

The above is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.


Giving higher education customers choice in how they get there

Consume Cloud Services at Your Own Pace

Recruiting

Outreach & Engagement

HCM

Hybrid Cloud (CS 9.2)

ERP

Student Support

Advancement

Full Cloud

ERP

HCM

Advancement

FinancialAid

Student Engagement

StudentManagement

Student Support

Student Recruiting

On-Premises

ERP

HCMSIS


Campus Solutions Roadmap: Ensuring Value

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