Banner FAQ's


Computer System Implementation Products

  • Banner Student
  • Banner Student self-service for Students
  • Banner Student self-service Admissions
  • Banner Student self-service Faculty and Advisor
  • Banner Finance
  • Banner Finance self-services
  • Banner Advancement
  • Banner Advancement self-services
  • Banner Human Resources/Payroll
  • Banner Human Resources/Payroll self-service for employees
  • Banner Financial Aid
  • Banner Financial Aid self-service
  • AggieAccess (Portal)
  • Cognos (Business Intelligence Tool: reports, dashboards, scorecards)
  • Operational Data Store (ODS)
  • e-Print (distributes reports across your organization or around the world)
  • Banner Enterprise Job Scheduler (formally known as AppWorx. Performs batch scheduling of Banner modules)
  • Evisions (Intellecheck and FormFusion)



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General Information about Banner

Banner is labeled as an Enterprise Resource Planning (ERP) System and will be the replacement system for our current SBI administrative software applications.  Both Banner and SBI are SunGard products.  Banner is an integrated web-based data administration software application whereas SBI is based on older technology with decentralized data bases and has an end of life date of December 2011.

Banner comes in two interfaces: self-service Banner (SSB) and internet native Banner (INB). SSB is a user-friendly, web interface to the Banner system. The majority of the user community will use SSB to access information related to their roles within the university.

INB is accessed through forms. Forms are the equivalent of screens in our current SBI system. INB is very robust and comprehensive. It will be used by all five systems (Student, Finance, Human Resources/Payroll, Financial Aid and Advancement) to complete specific functional processes.

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Banner Benefits

The Banner system, including the AggieAccess portal and Cognos reporting tool, provides the following benefits to students, faculty, staff and alumni:

  • Single database platform to ensure accurate and consistent data
  • Integrated system linking administrative processes
  • Single point of entry for users via the web
  • 24/7 availability (except for scheduled maintenance windows)
  • Improved reporting & tools for data analysis
  • More robust, state-of-the-art information technology

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Finance Benefits

The AggieAccess portal (University intranet) includes a one-stop collection of links to the most commonly used web based resources and provides the following additional benefits:

  • Review and print department statements
  • Monitor fiscal year budgets as well as request budget revisions
  • Query account details; including purchase orders and payment invoices
  • Create sophisticated financial analyses and reports to better serve students
  • Create automated budgets and reviews

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Student Benefits

The new AggieAccess portal (University intranet) includes a one-stop collection of links to the most commonly used web based resources and provides the following additional benefits:

  • Group Studio: allows students, faculty, and employees to create and manage group home pages for clubs, departments, or other affiliations and interests. A group home page can be used to post and share announcements, news, photos, links, files, message boards, and to chat.
  • Social network sites: AggieAccess links to a user's Facebook account and also supplies a channel which enables users to view Facebook notification information.
  • Submission of timesheet via the Aggie Access portal.
  • Financial Aid:  enhances the speed, efficiency, and accuracy of Financial Aid processing.
    • Allows for electronic communication with students about issues such as Financial Aid status, requests to students for additional documentation, and announcements of financial aid awards.
    • Financial assistance can be awarded to multiple students at one time.
    • Enhances "green campus" efforts by automating and managing information online.

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Faculty Benefits

The AggieAccess portal (University intranet) includes a one-stop collection of links to the most commonly used instructional and administrative web based resources and provides the following additional benefits:

  • Advisement resources
  • Easy access to policies, procedures, and forms
  • Faculty research and development resources
  • Group Studio: allows students, faculty, and employees to create and manage group home pages for clubs, departments, or other affiliations and interests. A group home page can be used to post and share announcements, news, photos, links, files, message boards, and to chat.

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Academic Administrative Office Benefits

The AggieAccess portal provides an "Administrative Channel" that includes one-stop access to the most frequently used administrative resources, including

  • Policies, procedures and forms
  • Hiring resources, processes, and related forms
  • Faculty work load management and calculation
  • Finance approval requests
  • Requisitions and Purchase Orders
  • Time approval


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All Employee Benefits

The new AggieAccess portal (University intranet) includes a one-stop collection of links to the most commonly used web based resources and provides the following additional benefits:

  • Personal Information
    • View Addresses, Phones, E-mail (at some point we would like to allow updates to this via the web)
    • View Directory Profile
      • Employees may elect whether to allow home address and phones to be included
    • View and Update Emergency Contacts
    • View Pay Information
      • Pay Stubs
      • Earning History
      • Deductions History
    • View and Update current W-4
    • View most recent W-2
  • Submit Leave Request
  • Approval of Leave/Timesheet
  • View Leave Balances
  • View Individual Benefit Information for:
    • Health
    • Dental
    • Vision
    • Life
    • Long Term Disability
    • Section 125
    • Retirement
  • Web-based access to university training materials.
  • Access to reports and budgets through web-based portal

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Advancement Benefits

  • CU will be able to consolidate all alumni and donor contact information for the CU Foundation, KCCU, Athletics and alumni relations.
  • Improvement in records management will allow the advancement module to maintain complete giving information for every donor.
  • Banner Advancement will allow for segmentation of existing constituent information as well as more analytical reports on where donor money is coming from.

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Banner Progress as of August 2009

  • Over the last year, implementation team members averaged an additional 20 hours of work per week per employee over the 9-12 month process. We are grateful to the employees who have accepted this responsibility in addition to their regular workloads. Additionally, we appreciate the patience of the university community in working with occasional delays and limits as a result. In the coming year, we can expect to see similar time constraints on members of the Business Office, Office of the Registrar, Office of Enrollment Management, Financial Aid, Human Resources/Payroll and Advancement. Throughout the entire process, the IT staff has dedicated a large number of technology staff to maintaining SBI while supporting the configuration of Banner for the University's implementation.
  • By the end of summer 2009 term most official Banner training for the implementation teams will be complete. However, teams will continue testing until their go live date.
  • Classroom Pilot training sessions for all implementation team areas are scheduled in September 2009 which is a simulation exercise of all the related functions which will allow the Banner Implementation teams to test the Banner system and institutional procedures using the Banner system. In addition, it will allow the participants to better review the reports that Banner creates and evaluate the data that is available. These sessions will be lead by Banner instructors. Implementation teams will also have one to two more CRP's on their own before their go live date.
  • End-user training will take place one to two months before the system "go-live" date. End-user training will be ongoing, with courses available to new employees and those who want to brush up.
  • To find information on Banner end-user training go to the CU Banner website: and select End-User Training Schedule on the right side of the screen to view the training calendar. There will be more information coming in faculty/staff e-mails.
  • Faculty, advisors and other users will have access to SBI and MyCU to get information on students through summer 2009.
  • There will be a time when faculty and advisors will have to use both SBI and Banner to enroll students. Enrollment for spring and summer 2010 will be in the SBI system and enrollment for fall 2010 will be in the Banner system.

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Banner Timeline

Banner will be implemented in a module manner. This implementation is coordinated through the implementation management team which is made up of members from each of the functional areas: Student, Finance, Human Resources/Payroll, Financial Aid, Advancement and AggieAccess.

Banner Students


Start Faculty Training

January 2010

Admissions Go-Live

March 2010 for Fall 2010 semester

Registration Go-Live

March 2010 for Fall 2010 semester

Student Self Service Go-Live

March 2010 for Fall 2010 semester

Faculty Self-Service Go-Live

March 2010

Banner Financial Aid



February 2010

Banner Finance


Start Employee Requisition Training

October 2009

Purchasing/Accounts Payable Go-Live

January 2010

Finance Go Live

January 2010

Banner Human Resources/Payroll


Start Web Time Card Entry Training

August 2009

HR/Payroll Go-Live

January 2010

Employee Self-Service Go-Live

January 2010

Banner Advancement


Advancement Go Live

January 2010



AggieAccess (web portal) Go Live

January 2010



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Banner Performance Reporting and Analytics

Through specially designed technologies that move and store organizational data, Business Intelligence places the ability to report and analyze information directly into the hands of the end-user.  Cameron's BI platform is SunGard Higher Education's Banner Performance Reporting and Analytics (BPRA) system, consisting of the Operational Data Store (ODS), Enterprise Data Warehouse (EDW) and Cognos BI reporting software.  Each component of the BPRA provides unique data-storage capabilities, facilitating more efficient and more effective reporting and analytics.  BPRA will yield comprehensive, consistent, and current information to Cameron's decision-makers.  Its implementation brings a shift to the way employees will think about and use Cameron data; end-users will have direct access to information and will be able to author and review their own reports. 

Operational Data Store (ODS)

The Operational Data Store (ODS) is a short-term data storage, structured to facilitate easy operational reporting.  It is possible to create transaction reports, electronic dashboards and performance scorecards from ODS data.  Because report queries can exhaust a system's resources, the ODS exists apart from the ERP database to help conserve the resources of the transactional system for daily operations.

Enterprise Data Warehouse (EDW)

The Enterprise Data Warehouse (EDW) is a long-term, archival data storage, specially structured for multi-dimensional data analysis and reporting (such as data mining, trending, and case/cohort tracking.)  The EDW is a source for research reports and performance scorecards as well as some electronic dashboards.  Because data mining, analysis and reporting can exhaust a system's resources, the EDW (like the ODS) exists on a separate data server to help conserve the resources of the transactional system facilitating daily operations.

Cognos BI

Cognos BI (or Business Intelligence) is a suite of reporting and analytics tools.  Cognos can generate highly structured reports, quick ad hoc reports, electronic dashboards and performance scorecards.  Dashboards are electronic displays or gauges that show up-to-date information on specific activities like enrollment figures or budget status.  Scorecards track performance over time, indicating progress through key performance indicators.

Current BPRA Activity

Technical staff at Cameron University began training on ODS and Cognos in June 2009.  Selected individuals from the functional areas will begin training in October.  Once this group is trained, they will train individuals in their areas one-two months before their go live dates. Because EDW is a tool that will be most effective with historical data, the I.T. staff with support from the Implementation Leadership Team and Executive Sponsors have determined it would be in the best interest of CU to postpone the implementation of EDW until all systems are live.  


The Implementation Leadership Team is in the process of evaluating who will receive an IBM Cognos license.  Licenses are described as follows: (Note that to develop reports using the BPRA system; a user must have one of the first four IBM Cognos licenses below).  In addition, to simply run reports using the BPRA system, a user must have a Consumer license (last bullet below).

  • BI Administrator (Cameron has 1): A BI Administrator has access to everything. The administrator can not only author, schedule and run reports, but also manage database connections, security profiles, usage logs, etc.
  • BI Professional Author (Cameron has 2): A Professional Author can log into the portal, run and schedule reports, use both Query and Analysis Studio and use Report Studio. Report Studio can access both non-dimensional and multi-dimensional datasets, so it works with the ODS, EDW, PowerCubes.
  • BI Advanced Business Author (Cameron has 5): An Advanced Business Author can log into the portal, run and schedule reports, and use both Query and Analysis Studios. Analysis Studio can access multi-dimensional datasets (e.g., EDW and PowerCubes). Like Query Studio, it lacks some specific formatting and calculation features.
  • BI Business Author (Cameron has 15): A Business Author can log into the portal, run and schedule reports and even build reports using the Query Studio tool. This tool can only access ODS (or Banner ERP) datasets because 1) it only reads flat, or non-dimensional, datasets; and 2) the SunGard licensing only allows access to SunGard systems. The tool is easy to use but lacks specific formatting and calculation features
  • BI Consumer (Cameron has 55): A BI consumer can log into the Cognos Portal and run dynamic (prompt/parameter-driven) reports that were built by authors. They cannot build reports, but they can set up a pre-built report to run according to a specific schedule (and email them if necessary).

Having a limited number of licenses could pose a problem for CU staff.  However, after using this software, CU can determine if additional licenses need to be purchased.


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AggieAccess Portal

 The implementation of the AggieAccess portal platform at Cameron University is part of the larger strategic Banner WIN implementation. CU will leverage the delivered integration between AggieAccess and the Banner Student, Financial Aid, Human Resources/Payroll, Advancement and Finance systems as one component in this effort, but will also take advantage of other components of the AggieAccess Platform such as Group Studio and Targeted Announcements. The portal is being looked at as a first stop, on-line self-service solution to finding information. It will offer improved student services, improved communications channels on campus, and be easy to use.

AggieAccess Platform will recognize a variety of user attributes at login, allowing CU to provide each user with information relevant to his/her role and relationship with the University. AggieAccess is a portal that will be replacing MyCU with much more functionalities for students, faculty, staff and alumni.

Benefits of Portal

Faculty: ease of online registration; easier avenue of communication with students; course management; ability to easily email students; [support, reliability, and training]

Employees: HR/Payroll information in a timely manner; streamlined processes [fewer clicks; easier to communicate]; portal will be source of information and public web site for marketing; digital environment;

Students: easy way to communicate with faculty; 21st /modern/latest/ technology; customizable; easier access to grades; can create online groups/communities;

All Users: focused and consistent area to find help; concentration of information in one place; ability to target information to a specific group; good place to disseminate information; 24x7 access; integrated with other systems; central/one-stop; customizable and includes a collection of links to the most commonly used web based resources

More support behind the scenes for the product.

All Users




  • Focused and consistent area to find information
  • One-stop-shop
  • Ability to receive targeted information and not be spammed
  • 24 x 7 access
  • Access from on or off campus
  • Central/One-stop
  • Customizable
  • Digital environment
  • Easy avenue to communicate with students
  • Easy access to course information
  • Ability to access HR information
  • Streamlined processes
  • Easy access to grades
  • Easy access to account information
  • Easy access to financial aid information
  • Ability to create online groups for collaboration

 Portal Progress

A timeline has been established with the initial go-live for AggieAccess at CU slated for January 2010. This will coincide with the go-live of Banner modules and hence the portal will be used as an access point to Banner.

Focus groups of approximately 60 people from all areas of the University have been established to help with decisions and recommendation of CU's portal.

Key areas of accomplishment during the Organizational Information Gathering session include:

  • Conducted eleven information gathering sessions with varied audiences.
  • Collected information from participants on opportunities to leverage the portal to address Cameron University needs and valued functionality to provide via portal if possible.

Key areas of accomplishment during the content Planning session include:

  • Reviewed content examples from other AggieAccess institutions.
  • Discussed intended audience reach of portal for initial go-live vs. longer term development.
  • Developed content inventory and categorized information into tab groupings for each of the following roles:
    • All-Users
    • Student
    • Faculty
    • Employees
  • Started identifying required policies and processes relevant to content management.

This fall the portal team will complete the layout of the portal content and deliver training to faculty, staff and students.

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Third-Party Software Evision

  • Evision's FormFusion: Taking the output directly from SunGard Higher Education Banner®, FormFusion allows the user to add and delete data, text and graphics, and then distribute the output where and when they require. All of this is done without any reprogramming of the SunGard Higher Education Banner® baseline code. No additional hardware is required and no modifications are made to your SunGard Higher Education Banner® system. Only a single PC installation is required. Once configured, everything else resides on your existing Banner host server. It runs invisibly, and does all its work without any user interaction.
    • FormFusion Benefits: Given the fact that CU must place the retention GPA on the transcript, this solution will meet the needs of the Registrar's Office. This has great potential for cost savings, as we can use this tool to change output of existing Banner reports rather than developing a new program.
  • Evision's IntelleCheck is the only laser check solution designed specifically for use with SunGard Higher Education Banner®. It can use your existing printers, and it requires no new hardware. It is highly secure, and it is easy to use, administer and support. IntelleCheck is, by far, the most popular choice for Banner® users; with hundreds of sites around the world.
    • IntelleCheck Benefits: CU currently prints checks using SBI's electronic laser forms (ELF) software. When we migrate to Banner, this software can be used as an application for creating laser checks.


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Third-Party Software e-Print

e-Print interacts real-time with Banner to apply authentication and authorization security to reports. Banner e-Print is an Internet-native application providing institutions with a way to securely and quickly distribute reports to users across the institution or around the world.   Archiving of reports is also managed by the e-Print application. Banner e-Print uses a Web browser and free Adobe Reader software to view and search reports.

  • E-Print implemented training and implementation is scheduled August-September 2009.

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Third-Party Software Banner Enterprise Job Scheduler

Banner Enterprise Job Scheduler (formally known as AppWorx) is an application automation toolset that allows developers and end users to quickly create complex automated process flows that conform to existing business rules, including if/then logic and automated error-recovery routines.

  • Banner Enterprise Job Scheduler will be implemented September-October 2009.

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